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 an Emeritus Trustee 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.

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 and Director of the Lobkowicz Collections.

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 has served as a director or trustee for a variety of charitable institutions, including the American Russian Youth Orchestra, the Community Charter School of Cambridge, the Pioneer Institute, and the Spirit of Adventure Council (BSA), among others.

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 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. Amory currently serves on the boards of Maine Coast Heritage Trust, the Neighborhood House of Northeast Harbor, ME, and Sailors’ Snug Harbor of Boston.  She also serves as the Treasurer of the Manchester-by-the-Sea Museum. 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. She is a CFA charterholder and has a CFA Institute Certificate in ESG Investing. Nushin is a member of the board of Mothers Out Front and an advisory board member for the Trustees of Reservations. She is fluent in Farsi, and proficient in Swedish and French.