Wendy Holding, CFA

Wendy joined LWC in 2005 and serves as Vice President of the firm. She works 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 and the Princeton University Rowing Association. She is a past Board Chair of the Jessie Smith Noyes Foundation, Treasurer of the Siasconset Civic Association, and served on the boards of the Carrot Project and the Harvest Co-op Markets. Wendy is a graduate of the American Bankers Association’s 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.