Meet the Sustainability Team

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:

Leadership

Amy L. Domini, CFA

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

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 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, is a CFA charter holder and a graduate of the National Trust School. She is a member of the Boston Security Analysts Society, the Social Venture Network, and currently serves on the Board of the Princeton University Rowing Association and is the past Chair of the Board of the Jesse Smith Noyes Foundation.

W. Andrew Mims

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.