Loring has spent over 32 years in the financial services industry advising clients. As a Portfolio Manager, Loring’s primary responsibility is to help design asset allocation strategies, engage in manager search and selection, monitor performance, and manage risk.
Loring began his career in the securities industry in 1990 as an Investment Advisor with Waddell & Reed in Marietta, Georgia. In 1992, he joined Merrill Lynch as a Financial Consultant and rose to Vice President of Investments. Loring and his team joined Smith Barney after nine years with Merrill Lynch. In 2005, he became the recipient of the designation of Chartered Alternative Investment Analyst SM® (CAIASM) and Private Wealth Associate (PWA) with former Smith Barney’s Citi Family Office. He is also a Financial Planning Specialist, and earned his Bachelor of Science in Management from Rensselaer Polytechnic Institute in Troy, New York.
Loring is originally from Westwood, MA and currently lives in Dunwoody, GA. Outside of work, he is very involved in coaching his son’s baseball and travel hockey teams. He also enjoys reading, snow skiing and racing with the Porsche Club of America throughout the Southeast.