A team of passionate investment professionals
The Sustainability Group was founded by Amy Domini, recognized around the world as a leader in the socially responsible investment (SRI) field for nearly 30 years. Since joining Loring, Wolcott and Coolidge in 1987, Amy has assembled a team of experienced investment professionals guided by a shared commitment to universal human dignity and ecological sustainability.
Meet the LWC Sustainability Group team:
Amy L. Domini, CFA
Amy Domini works with individuals to integrate social or ethical criteria into their investments. She is also CEO and Founder of Domini Impact Investments, LLC, a no-load mutual fund family for socially responsible investors. She holds a B.A in International Economics from Boston University. In 2006, Amy was awarded an honorary Doctor of Business Administration from Northeastern University College of Law. 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.
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 Boston Bar Association and the Boston Security Analysts Society.
Wendy S. Holding, CFA
Wendy Holding joined the firm in 2005 after six years at Wellington Management on the high yield bond team. Her career began in Bozeman, Montana, where she worked at Wild Forever, a grizzly bear conservation group. She decided to pursue a career in finance after witnessing the roles economics play in driving conservation policy. Wendy graduated cum laude from Princeton University. She is a CFA charterholder, a graduate of the National Trust School, and a member of the Boston Security Analysts Society. Wendy currently serves on the Advisory Board of the Carrot Project, the Trust for Public Land, and the Princeton University Rowing Association.
W. Andrew Mims
Andy Mims joined Loring, Wolcott & Coolidge as a trustee and partner in 2013. Prior to joining the firm, Andy was Vice President of Sustainability for Gaylord Entertainment, a publicly traded hospitality and entertainment company based in Nashville, TN. As Gaylord’s first sustainability officer, he created an award-winning program that focused on operational efficiency (energy, waste and water), capital investments and stakeholder engagement. Prior to Gaylord, Andy spent more than ten years in finance in New York, San Francisco and Boston, with the investment banks BT Wolfensohn (Deutsche Bank) and Thomas Weisel Partners, and the private equity firm ABS Ventures. Andy is a director of the Environmental League of Massachusetts, Manomet Center for Conservation Sciences and The Food Project. He is a graduate of Princeton University and Dartmouth’s Tuck School of Business.
Nushin Kormi joined Loring, Wolcott & Coolidge (LWC) as a trustee and partner in 2017. She is a partner and founder of Resility, a sustainability consultancy and research company focused on integrating environmental, social, and governance metrics into corporate analysis. Prior to joining LWC, Nushin was a Principal at the Rocky Mountain Institute, a nonprofit focused on transforming global energy use, where she led the Institute’s work on residential buildings. Nushin was a Vice President in the Environmental Markets Group at Goldman, Sachs & Co. in New York. She spearheaded the Environmental Markets Group’s focus on water scarcity and worked across the organization to integrate sustainability. She began her career in Investment Banking and Private Equity at Merrill Lynch and Rothschild, and as a consultant at the Boston Consulting Group. Nushin serves on the board of the James Blake Foundation, benefiting Memorial Sloan Kettering Cancer Center, and the Harvard Business School Club of Sweden. She is a former term member of the Council on Foreign Relations and speaks Farsi fluently, as well as French and Swedish. Nushin earned her AB, magna cum laude, in Environmental Science and Public Policy from Harvard College, and her MBA from Harvard Business School.