Family Office
Loring, Wolcott & Coolidge Trust, LLC
As a multi-family office, Loring, Wolcott & Coolidge is committed to helping families achieve their financial goals—today and for generations to come. We earn our clients’ trust by providing solutions that meet their needs and reflect their values.
Decision-makers
William Bartlett Perkins
Partner
William Bartl Perkins
Partner
Wendy Holding
Trustee, Partner & Portfolio Manager
Holding
Head of Investment Operations
Thomas Appleton
Partner
Amy Lee Domini
Partner
Andrew Malin
Investment Operations Specialist & Assistant Trader
David Cuetos
Trustee & Partner
Shaquelle Davis
Investment Specialist
Sean Hannon
Investment Operations Specialist
Nathalie Laino
Investment Operations Specialist
Alison Newcomb
Head of Investment Operations
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