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.
Back to Top

Peter B. Loring, CFA

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 member of the Boston Security Analysts Society, and a member of the Boston Economics Club. Peter serves as a board member for the Bostonian Society (Boston's historical society), the Coal Energy Investments & Management, LLC, and the Essex County Greenbelt Association. He is also a member of the Founders Committee of the Boston Museum Project.
Back to Top

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 Economics Club. Fred is a Trustee of the Massachusetts Historical Society and serves on the boards of various charities including the John Carter Brown Library, the Paul Revere Memorial Society, the Gaston Lachaise Foundation, and the New England Quarterly.
Back to Top

Gilbert M. Roddy, Jr., CFA

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 Certified Trust and Financial Advisor. Gibbs serves on the board of the Hollingsworth & Vose Company, is the Treasurer of the Boston Athenaeum, and is a governor of the Concord Museum.
Back to Top

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 Social 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, Ms. Domini 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. 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.
Back to Top

William B. Perkins, CFA

Mr. Perkins is the Compliance Partner for Loring, Wolcott & Coolidge Fiduciary Advisors, LLP. 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 member of the Boston Bar Association, Boston Security Analysts Society and the Social Investment Forum.
Back to Top

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 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.
Back to Top

David Boit, CFA

Mr. Boit serves as the President of the Loring Wolcott & Coolidge Office. He 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 member of the Boston Security Analysts Society. David currently serves as a trustee of Community Charter School of Cambridge.
Back to Top

Thomas R. Appleton, CFA

Mr. 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 Boston Security Analysts Society, the CFA Institute and the Boston Estate Planning Council.
Back to Top

Wendy Holding, CFA

Wendy Holding joined the firm in 2005 to work principally with its socially responsible investing clients. Prior to this, she spent six years at Wellington Management, focusing on high yield bonds. Her career began in Bozeman, Montana, where she worked at Wild Forever, a grizzly bear conservation group. After witnessing the roles economics play in driving conservation policy, she decided to pursue a career in finance as a means of achieving social change. Wendy graduated cum laude from Princeton University and is 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 Directors for the Jesse Smith Noyes Foundation and the Harvest Cooperative Markets.
Back to Top