Michael Gear Email

Assistant Portfolio Manager . Loring Wolcott and Coolidge Trust

Current Roles

Employees:
127
Revenue:
$26.7M
About
At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values. We work closely with our clients to address their needs, including: combating the erosive effect of inflation and taxation; maximizing their financial legacy for future generations; comprehensive, long-term financial planning; assistance with routine financial matters; and guidance for philanthropic pursuits.\r\n\r\nLoring, Wolcott & Coolidge meets these diverse needs with an array of integrated services. The breadth of expertise within our firm enables us to provide solutions for a range of individual challenges and circumstances.\r\n\r\nAt Loring, Wolcott & Coolidge, every service we provide is focused on helping clients pursue their long-term objectives with confidence.
Loring Wolcott and Coolidge Trust Address
230 Congress Street
Boston, MA
United States
Loring Wolcott and Coolidge Trust Email
Loring Wolcott and Coolidge Trust Phone Numbers
617-523-6531

Past Companies

Loring, Wolcott & CoolidgeAssistant Portfolio Manager
Loring, Wolcott & CoolidgeInvestment Operations Specialist
JPMorgan ChaseSr. Fund Accountant

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