David Boit
President at Loring, Wolcott & Coolidge Fiduciary Advisors LLP
David Boit active positions
Companies | Position | Start | End |
---|---|---|---|
Loring, Wolcott & Coolidge Fiduciary Advisors LLP
Loring, Wolcott & Coolidge Fiduciary Advisors LLP Investment ManagersFinance Loring, Wolcott & Coolidge Fiduciary Advisors LLP (LWC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1817, LWC provides investment advice to the trustees of revocable, irrevocable, and testamentary trusts. The firm also manages the investments for foundations, endowments, and other entities that require these services. | Portfolio Manager-Equities | 2000-12-31 | - |
President | 2018-12-31 | - |
Career history of David Boit
Former positions of David Boit
Companies | Position | Start | End |
---|---|---|---|
James D. Wolfensohn, Inc. | Corporate Officer/Principal | - | - |
The Sextant Group, Inc.
The Sextant Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Sextant Group, Inc. operates as a technology consulting firm. It specializes in planning, benchmarking, infrastructure design, system design, research, and medical equipment planning. The company was founded by Mark Valenti in 1995 and is headquartered in Pittsburgh, PA. | Corporate Officer/Principal | - | - |
Training of David Boit
University of Pennsylvania | Graduate Degree |
The Wharton School of the University of Pennsylvania | Masters Business Admin |
Harvard College | Undergraduate Degree |
Statistics
International
United States | 7 |
Operational
Corporate Officer/Principal | 2 |
Portfolio Manager-Equities | 1 |
President | 1 |
Sectoral
Consumer Services | 4 |
Finance | 2 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Loring, Wolcott & Coolidge Fiduciary Advisors LLP
Loring, Wolcott & Coolidge Fiduciary Advisors LLP Investment ManagersFinance Loring, Wolcott & Coolidge Fiduciary Advisors LLP (LWC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1817, LWC provides investment advice to the trustees of revocable, irrevocable, and testamentary trusts. The firm also manages the investments for foundations, endowments, and other entities that require these services. | Finance |
The Sextant Group, Inc.
The Sextant Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Sextant Group, Inc. operates as a technology consulting firm. It specializes in planning, benchmarking, infrastructure design, system design, research, and medical equipment planning. The company was founded by Mark Valenti in 1995 and is headquartered in Pittsburgh, PA. | Commercial Services |
James D. Wolfensohn, Inc. |
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