LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP of BOSTON, MA is an SEC-registered investment adviser (CRD 107153). Regulatory assets under management: $12.8B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
Showing 25 of 43 people.
| Name | Role | Location |
|---|---|---|
| Amy Domini Thornton | GENERAL PARTNER | — |
| Gilbert Morgan Roddy | GENERAL PARTNER | — |
| William Bartlett Perkins | GENERAL PARTNER | — |
| Hugh L Warren | GENERAL PARTNER | — |
| Robert Leo Driscoll | GENERAL PARTNER | — |
| Charles-Frederick David Boit | GENERAL PARTNER; GENERAL PARTNER AND PRESIDENT | — |
| Thomas Russell Appleton | GENERAL PARTNER | — |
| Jonathan L Korb | GENERAL COUNSEL | — |
| Wendy Shaw Holding | GENERAL PARTNER | — |
| Amory Loring Logan | GENERAL PARTNER | — |
| Nushin Kormi | GENERAL PARTNER | — |
| David Cuetos Ruano | GENERAL PARTNER | — |
| Charles B Schmidt | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND REGULATORY COUNSEL | Boston, MA |
| Simran Su | GENERAL PARTNER | — |
| COOLIDGE LAWRENCE | GENERAL PARTNER; PARTNER | — |
| LORING PETER B | GENERAL PARTNER; PARTNER | — |
| BALLOU FREDERICK D | GENERAL PARTNER; PARTNER | — |
| DOMINI AMY LEE | PARTNER | — |
| RODDY GILBERT MORGAN | GENERAL PARTNER; PARTNER; PARTNER AND PRESIDENT | — |
| PERKINS WILLIAM BARTLETT | GENERAL PARTNER; GENERAL PARTNER AND CHIEF COMPLIANCE OFFICER; PARTNER (+4 more) | — |
| WARREN HUGH L | GENERAL PARTNER; PARTNER | — |
| PARKER LINDSEY WIELAND | PARTNER | — |
| DRISCOLL ROBERT LEO | GENERAL PARTNER; PARTNER | — |
| BOIT CHARLES-FREDERICK DAVID | GENERAL PARTNER AND PRESIDENT; PARTNER; PARTNER AND PRESIDENT | — |
| APPLETON THOMAS | PARTNER | — |