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Mark Squillacioti
Chief Operating Officer at Loring, Wolcott & Coolidge Trust,
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Work Experience
Sep 2014 - Present · 10 years and 3 months
Chief Operating Officer
Jan 2023 - Present · 1 years and 11 months
Head Of Technology
Oct 2021 - Dec 2022 · 1 years and 2 months
Manager Of Technology
Sep 2014 - Sep 2021 · 7 years
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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