David Boit
President at Loring, Wolcott & Coolidge Fiduciary Advisors LLP
Profile
Mr. Charles-Fredrick D.
Boit, CFA MBA, is a President at Loring, Wolcott & Coolidge Fiduciary Advisors LLP.
He joined the office as a trustee in 2001.
Previously, he worked for Sextant Group Inc., a New York firm focused on venture capital and private equity investment opportunities.
David also spent four years advising large corporations on mergers, acquisitions, and corporate transactions for James D.
Wolfensohn Inc. and its Moscow-based affiliate The Russian-American Investment Bank.
He is a graduate of Harvard College and holds an MBA from the Wharton School of Finance.
Additionally, he holds a Master’s degree in International Studies from the University of Pennsylvania.
He is a member of the CFA Society of Boston and serves on the board of directors of the Pioneer Institute.
David Boit active positions
| Companies | Position | Start |
|---|---|---|
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. | President | 01/01/2019 |
Former positions of David Boit
| Companies | Position | 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 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
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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