Joshua McCourt

Joshua McCourt is a Research Analyst at Loring, Wolcott & Coolidge Trust, LLC in Boston, Massachusetts, where he has served since January 2023. In his current role, he supports the firm's investment research and portfolio management activities, with responsibilities that likely include fundamental and quantitative analysis, security selection, and the monitoring of investment opportunities across various asset classes.

Before joining Loring, Wolcott & Coolidge, Joshua built a strong foundation in research and investment analysis through roles at Adviser Investments, where he progressed from Operations Analyst to Equity and Quantitative Research Analyst between 2016 and 2022. His experience also encompasses internships and analyst positions at Keystone Consulting Group NE and Cohane Capital Markets, contributing to his expertise in both equity and operational financial analysis.

Joshua earned a Bachelor of Science degree in Finance from Roger Williams University and completed the Envestnet Institute On Campus Scholarship Program, solidifying his knowledge in wealth and investment management. His background suggests expertise in equity research, quantitative investment strategies, and wealth management for high-net-worth clients, though his current sector or asset class focus at Loring, Wolcott & Coolidge is not explicitly stated in publicly available sources.