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 Bartl Perkins
Partner
Holding
Head of Investment Operations
Thomas Appleton
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
Ryan Carey
Team Lead of Investment Operations
Eli Dalven
Impact Investing & Governance Specialist
Michael Gear
Assistant Portfolio Manager
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