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Brian O'keeffe
Chief Compliance Officer at Loring, Wolcott & Coolidge Trust,
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Work Experience
Chief Compliance Officer
Apr 2019 - Present · 5 years and 8 months
the nbs group
Director
Jan 2009 - Jun 2010 · 1 years and 5 months
Director
May 2006 - Jan 2009 · 2 years and 8 months
Company Details
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. Loring, 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. At Loring, Wolcott & Coolidge, every service we provide is focused on helping clients pursue their long-term objectives with confidence.
Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
230 Congress Street 12th Floor Boston, MA 02110, US
Keywords
Family OfficeEstate Planning & SettlementFinancial PlanningTax PreparatioPhilanthropic StrategiesAncillary Services
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