Gilbert M. Roddy, Jr., CFA
Before Gibbs Roddy joined the firm in 1985, he served as a Senior Financial Analyst for Amoco Corporation where he was involved in mergers and acquisitions. He holds an M.B.A. with high distinction from the Amos Tuck School of Business Administration, graduated magna cum laude from Bowdoin College with an honors degree in economics and graduated from the National Graduate Trust School with high honors. Gibbs is a Certified Trust and Financial Advisor and a CFA charterholder. Gibbs serves on the board of the Hollingsworth & Vose Company, is the Assistant Treasurer of the Boston Athenaeum, is a trustee of the Concord Museum, and serves on the Advisory Board of the Concord Art Association.
William B. Perkins, CFA
Bill Perkins is the Compliance Partner for Loring, Wolcott & Coolidge Fiduciary Advisors, LLP. Prior to joining the firm in 1987, he was a practicing attorney and had served as a judicial law clerk. Bill is a graduate of Harvard College, Lewis & Clark Law School and the National Graduate Trust School. He is a member of the CFA Society of Boston.
Amy L. Domini, CFA
Amy Domini works with individuals to integrate social or ethical criteria into their investments. She is also Founder of Domini Impact Investments, LLC, a mutual fund family for socially responsible investors. She holds a B.A in International Economics from Boston University. Amy has been awarded an honorary Doctor of Business Administration from Northeastern University College of Law and an honorary doctorate from Yale University’s Berkeley Divinity School. In 2008, Ms. Domini was named to Directorship magazine’s Directorship 100, the magazine’s listing of the most influential people on corporate governance and in the boardroom. In 2005, Time magazine named her to the Time 100 list of the world’s most influential people. She has authored or co-authored several books, including Socially Responsible Investing: Making a Difference and Making Money (Dearborn Trade, 2001), Investing for Good (Harper Collins, 1993), The Social Investment Almanac (Henry Holt & Co., 1992), Challenges of Wealth (Dow Jones Irwin, 1988), Ethical Investing (Addison-Wesley, 1984). Amy is a past trustee of the Church Pension Board at the Episcopal Church (U.S.A.) and also a past Board member of the Governing board of the Interfaith Center on Corporate Responsibility, the National Community Capital Association, and the Social Investment Forum. Amy also serves on the board of Center for Responsible Lending.
Hugh L. Warren, CFA
Hugh Warren became associated with the office in 1993, after nine years of acting as a trustee and financial advisor to individuals and families. He is a graduate of Harvard College, the Harvard Business School, and the National Trust School. He is a CFA charterholder and a member of the CFA Society of Boston. Hugh’s prior business experience, including strategic planning at Temple, Barker & Sloane and marketing roles at Digital Equipment and IBM, enable him to evaluate investment opportunities from a fundamental business perspective. Also, Hugh has served as a director of a cyber-security firm in Waltham, Massachusetts and a director of a family owned company that has extensive timber holdings in Northern Maine. Hugh serves as the Treasurer of the American Friends for the Preservation of Czech Culture.
David Boit, CFA
David Boit, President of the Loring, Wolcott & Coolidge Office, joined the office as a trustee in 2001. He is a graduate of Harvard College and holds an MBA from the Wharton School of Finance. Additionally, David holds a Master’s degree in International Studies from the University of Pennsylvania. 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 member of the CFA Society of Boston and serves on the board of directors of the Pioneer Institute.
Thomas R. Appleton, CFA
Thomas Appleton serves as the Treasurer of the Loring, Wolcott & Coolidge Office. He joined the Loring, Wolcott & Coolidge Office in 2006. Previously, he served as a Trust Officer at State Street Bank and United States Trust Company. He graduated from Trinity College with a degree in Economics and Asian Studies. He is a Certified Trust and Financial Advisor. In addition, he is a graduate of the National Graduate Trust School. Thomas is a member of the CFA Society of Boston, the Boston Estate Planning Council and serves as the Treasurer of the Colonial Society of Massachusetts and the Paul Revere Memorial Association.
Wendy S. Holding, CFA
Wendy Holding serves as Vice President of the Loring, Wolcott & Coolidge Office (LWC), and is a Trustee and Partner of the firm. Since joining in 2005, she has worked principally in the firm’s Sustainability Group, helping individuals and families to integrate environmental and social criteria into their investments. Prior to LWC, Wendy spent six years at Wellington Management as Assistant Vice President and Portfolio Analyst in the high yield bond group. Her career began at Wild Forever in Bozeman, Montana, a collaborative grizzly bear conservation group. It was there that she decided to pursue a career in finance after witnessing the critical role of economics in conservation policy. Today, Wendy works with numerous foundations and charitable trusts, and currently serves on the boards of The Trust for Public Land New England, the Princeton University Rowing Association, and as Treasurer of the Siasconset Civic Association. She is a past Board Chair of the Jessie Smith Noyes Foundation, and served on the boards of the Carrot Project and the Harvest Co-op Markets. Wendy is a graduate of the National Trust School, and a member of the CFA Society Boston and the Boston Economics Club. She holds an AB in History, cum laude, from Princeton University, and is a CFA charterholder. Wendy is proficient in Dutch.
Amory L. Logan, CFA
Amory L. Logan joined LWC in 2016, after five years serving on the investment team at the Dartmouth College Investment Office, which manages Dartmouth’s endowment and other pools of capital. Previously, she was an investment consultant at Cambridge Associates, working primarily with endowments and foundations on the implementation of their investment portfolios. She came to these investment roles after spending her early career in education consulting. She currently serves on the boards of the Community Charter School of Cambridge Foundation, the Neighborhood House of Northeast Harbor, ME, and Sailors’ Snug Harbor of Boston, as well as on the investment committee for Maine Coast Heritage Trust. Amory is a graduate of Dartmouth College and Dartmouth’s Tuck School of Business. She is a CFA charterholder and holds a CFA Institute Certificate in ESG Investing.
Nushin Kormi, CFA
Nushin joined LWC in 2017, prior to which she was a Principal at the Rocky Mountain Institute (“RMI”). Before RMI, she was a Vice President with the Environmental Markets Group at Goldman, Sachs & Co. Nushin also founded Resility, a consultancy and research company focused on integrating environmental, social, and governance metrics into corporate analysis for Nordic companies. She holds an AB in Environmental Science and Public Policy, magna cum laude, from Harvard College, and an MBA from Harvard Business School, is a CFA charterholder, and has a CFA Institute Certificate in ESG Investing. Nushin is an advisory board member for the Trustees of Reservations, and is fluent in Farsi, and proficient in Swedish and French.
David Cuetos, CFA
David Cuetos joined Loring, Wolcott & Coolidge in 2020. Prior to joining the firm, David worked for a decade as an investment professional in the technology sector. David was part of the public markets investment teams for Bain Capital, and Ivory Capital and Citadel. David began his career as a consultant for McKinsey & Company in Spain. David earned a BS/MS in Electrical Engineering from the University of Oviedo, and his MBA from Harvard Business School, where he was a Baker Scholar and a Ramon Areces Scholar. He is also a CFA charterholder and holds a CFA Institute Certificate in ESG Investing. David is fluent in Spanish and German.