Simran Su, Cfa
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Simran Su, Cfa Email & Phone Number

Partner and Trustee at Loring, Wolcott & Coolidge Trust, LLC
Location: Boston, Massachusetts, United States 5 work roles 2 schools
3 work emails found @wellington.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 3 work emails

Work email s****@wellington.com
LinkedIn Profile matched
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Current company
Loring, Wolcott & Coolidge Trust, LLC
Role
Partner and Trustee
Location
Boston, Massachusetts, United States
Company size
3027 employees

Who is Simran Su, Cfa? Overview

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Quick answer

Simran Su, Cfa is listed as Partner and Trustee at Loring, Wolcott & Coolidge Trust, LLC, a company with 3027 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at wellington.com and a matched LinkedIn profile for Simran Su, Cfa.

Simran Su, Cfa previously worked as Managing Director & Relationship Manager, Client Group at Wellington Management and Equity Investment Analyst at Surveyor Capital (Citadel Llc). Simran Su, Cfa holds B.S. from Penn State University.

Company email context

Email format at Loring, Wolcott & Coolidge Trust, LLC

This section adds company-level context without repeating Simran Su, Cfa's masked contact details.

*@wellington.com
77% confidence

AeroLeads found 3 current-domain work email signals for Simran Su, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Simran Su, Cfa

Investment management professional (15 years of experience) with a demonstrated track record of success across a variety of roles, including relationship management, business development, equity research, and M&A/investment banking. Known for possessing a multi-dimensional skill-set, growth-oriented mindset, collaborative working style, leadership, mentorship, and pushing collective progression related to DEI.Current relationship manager at Wellington Management responsible for a sizable book of business within the firm’s subadvisory channel; former hedge fund equity research analyst (Citadel) and investment banker (Lehman Brothers/Barclays). CFA charterholder, proud Penn State nittany lion, wife/mother of 2.

Current workplace

Simran Su, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Loring, Wolcott & Coolidge Trust, LLC
Loring, Wolcott & Coolidge Trust, Llc
Partner and Trustee
Boston, MA, US
Website
wellington.com
Employees
3027
AeroLeads page
Company profile
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5 roles

Simran Su, Cfa work experience

A career timeline built from the work history available for this profile.

Managing Director & Relationship Manager, Client Group

Current
Wellington Management

Greater Boston Area

Jun 2016 - Present

Investment Banking Analyst / Associate

Barclays

Greater New York City Area

Jun 2009 - Sep 2012

Investment Banking Summer Analyst

Lehman Brothers

Greater New York City Area

May 2008 - Aug 2008
Team & coworkers

Colleagues at Loring, Wolcott & Coolidge Trust, LLC

Other employees you can reach at wellington.com. View company contacts for 3027 employees →

PS Paul Skinner Paul Skinner Colleague at Loring, Wolcott & Coolidge Trust, Llc Greater London, England, United Kingdom, United Kingdom View → YW Yi W. Yi W. Colleague at Loring, Wolcott & Coolidge Trust, Llc Greater Boston, United States View → JO Jessica O'Neill Jessica O'Neill Colleague at Loring, Wolcott & Coolidge Trust, Llc Boston, Massachusetts, United States, United States View → PE Patrick Eastwood Patrick Eastwood Colleague at Loring, Wolcott & Coolidge Trust, Llc Boston, Massachusetts, United States, United States View → VH Victor Hilt Victor Hilt Colleague at Loring, Wolcott & Coolidge Trust, Llc Santa Clara, California, United States, United States View → AK Andrew Klocek Andrew Klocek Colleague at Loring, Wolcott & Coolidge Trust, Llc Grafton, Massachusetts, United States, United States View → WM Winnie Mccabe Winnie Mccabe Colleague at Loring, Wolcott & Coolidge Trust, Llc Boston, Massachusetts, United States, United States View → IM Isaiah Mathieu Isaiah Mathieu Colleague at Loring, Wolcott & Coolidge Trust, Llc Brookline, Massachusetts, United States, United States View → CK Christopher Kamm Christopher Kamm Colleague at Loring, Wolcott & Coolidge Trust, Llc Boston, Massachusetts, United States, United States View → KR Kelly Ritchie Kelly Ritchie Colleague at Loring, Wolcott & Coolidge Trust, Llc Somerville, Massachusetts, United States, United States View →
2 education records

Simran Su, Cfa education

Education record

Methacton High School
FAQ

Frequently asked questions about Simran Su, Cfa

Quick answers generated from the profile data available on this page.

What company does Simran Su, Cfa work for?

Simran Su, Cfa works for Loring, Wolcott & Coolidge Trust, LLC.

What is Simran Su, Cfa's role at Loring, Wolcott & Coolidge Trust, LLC?

Simran Su, Cfa is listed as Partner and Trustee at Loring, Wolcott & Coolidge Trust, LLC.

What is Simran Su, Cfa's email address?

AeroLeads has found 3 work email signals at @wellington.com for Simran Su, Cfa at Loring, Wolcott & Coolidge Trust, LLC.

Where is Simran Su, Cfa based?

Simran Su, Cfa is based in Boston, Massachusetts, United States while working with Loring, Wolcott & Coolidge Trust, LLC.

What companies has Simran Su, Cfa worked for?

Simran Su, Cfa has worked for Loring, Wolcott & Coolidge Trust, Llc, Wellington Management, Surveyor Capital (Citadel Llc), Barclays, and Lehman Brothers.

Who are Simran Su, Cfa's colleagues at Loring, Wolcott & Coolidge Trust, LLC?

Simran Su, Cfa's colleagues at Loring, Wolcott & Coolidge Trust, LLC include Paul Skinner, Yi W., Jessica O'Neill, Patrick Eastwood, and Victor Hilt.

How can I contact Simran Su, Cfa?

You can use AeroLeads to view verified contact signals for Simran Su, Cfa at Loring, Wolcott & Coolidge Trust, LLC, including work email, phone, and LinkedIn data when available.

What schools did Simran Su, Cfa attend?

Simran Su, Cfa holds B.S. from Penn State University.

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