Trustee Profiles

Lawrence Coolidge

Mr. Coolidge joined the Loring, Wolcott & Coolidge Office in 1962. He is a graduate of the Harvard Business School and Harvard College. He is a member of the Boston Security Analysts Society and the Boston Economic Club. Laury is an Honorary Trustee of the Boston Athenaeum and the Peabody Essex Museum.
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Peter B. Loring

Prior to joining the office in 1973, Mr. Loring had six years of experience managing investment portfolios for a securities brokerage firm. He is a graduate of the Darden School of Business Administration at the University of Virginia and Boston University. He is a Chartered Financial Analyst and a member of the Boston Security Analysts Society. Peter serves on the boards of Big Sandy Co., The Bostonian Society, The Boston Museum Project, the Essex County Greenbelt Association and the Glen Urquhart School.
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Frederick D. Ballou

Mr. Ballou became associated with the firm in 1978, after previously serving as a Trust Officer at the State Street Bank. He is a graduate of Brown University and a member of the Boston Security Analysts Society. Fred is the Treasurer of the New England Quarterly, on the Investment Committee of the Massachusetts Historical Society and serves on the boards of various charities including the Colonial Society of Massachusetts, the Wayside Inn, the John Carter Brown Library, the Paul Revere Memorial Society, and the Gaston Lachaise Foundation.
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Gilbert M. Roddy, Jr.

Mr. Roddy is the President of the Loring, Wolcott & Coolidge Office. Before Gibbs 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 a degree in economics and graduated from the National Graduate Trust School with high honors. He is a Chartered Financial Analyst and a Certified Trust and Financial Advisor. Gibbs serves on the board of the Hollingsworth & Vose Company, is the Treasurer of the Boston Athenaeum, is on the Board of Trustees of the Concord Museum, and is an Advisory Board member of the Concord Art Association.
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Amy L. Domini

Amy Domini works with individuals to integrate social or ethical criteria into their investments. She is also CEO and Founder of Domini Social Investments, LLC, a no-load mutual fund family for socially responsible investors. She is a Chartered Financial Analyst (CFA) and holds a B.A in International Economics from Boston University . In 2006, Ms. Domini was awarded an honorary Doctor of Business Administration from Northeastern University College of Law. In 2007, she was awarded a Doctor of Humane Letters, honoris causa by the Berkeley Divinity School at Yale . In 2005, Time magazine named her to the Time 100 list of the world's most influential people. In 2008 she was named one of the 100 most powerful people in corporate governance, by Directorship Magazine. Ms. Domini has authored or co-authored several books. Her most recent, Socially Responsible Investing: Making a Difference and Making Money, was published by Dearborn Trade in early 2001. Other books are: Ethical Investing (Addison-Wesley, 1984); Challenges of Wealth (Dow Jones Irwin, 1988); The Social Investment Almanac (Henry Holt & Co., 1992), and Investing for Good (Harper Collins, 1993). Ms. Domini 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.
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William B. Perkins

Mr. Perkins is the Compliance Partner for Loring, Wolcott & Coolidge Fiduciary Advisors. Prior to joining the firm in 1987, Bill was a practicing attorney and had served as a judicial law clerk. He is a graduate of Harvard College, Lewis & Clark Law School and the National Graduate Trust School. He is a Chartered Financial Analyst, and is a member of the Boston Bar Association, Boston Security Analysts Society and the Social Investment Forum. Bill serves as the Treasurer of the Colonial Society of Massachusetts.
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Hugh L. Warren

Mr. 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 Chartered Financial Analyst, a member of the Boston Security Analysts Society and the Association for Investment Management and Research (AIMR). His 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. Hugh serves as the Treasurer of the American Friends for the Preservation of Czech Culture and as a Director of Verdasys, a data service software company located in Waltham, Massachusetts.
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Lindsey W. Parker

Lindsey Parker joined the firm in 1993 to work principally with its socially responsible investing clients. Ms. Parker serves on both the Social Responsibility in Investments Committee and the Economic Justice Loan Committee for the National Episcopal Church. She is also on the board of the Concord Art Association. She is a member of the Social Investment Forum and a graduate of the National Graduate Trust School. Prior to joining the Loring, Wolcott & Coolidge Office she worked in the Equity Research Department of UBS Securities in New York. She has a B.A. from Princeton University.
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David Boit

Mr. Boit 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, he holds a masters degree in International Studies from the University of Pennsylvania. Previously, Mr. Boit 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 Chartered Financial Analyst and a member of the Boston Security Analysts Society. David currently serves as a trustee of Community Charter School of Cambridge.
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Thomas R. Appleton

Mr. Appleton 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 Chartered Financial Analyst and a Certified Trust and Financial Advisor. In addition, he is a graduate of the National Graduate Trust School. Thomas is a member of the Boston Security Analysts Society, the CFA Institute and the Boston Estate Planning Council.
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Robert L. Driscoll Jr.

Bob joined the office in 1995. He holds a Bachelors Degree in Economics from The University of Massachusetts at Amherst and a Masters Degree in Taxation from Bentley College. He was a cofounder and principal of The Colony Group, a Boston based asset management and financial planning firm. As Director of Financial Planning, he counseled high net worth clients in portfolio management, tax and estate planning. Bob is part of the senior management team of the office. He also is a former member of the Winthrop Board of Selectman and is currently a board member of the East Boston Neighborhood Health Center, where he also holds the positions of Treasurer and Chairman of the Finance Committee.
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Wendy Holding

Wendy Holding joined the office in 2005 after six years at Wellington Management focusing on high yield bonds. She began her career working as a grizzly bear conservation advocate in Montana, but after witnessing the role economics play in driving conservation policy, decided to pursue a career in finance as a means of achieving social change. She is a member of the CFA Institute, the Boston Security Analysts Society, the Social Investment Forum, and is a graduate of the National Trust School. Wendy holds a B.A. from Princeton University and is a Chartered Financial Analyst.
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