Meet Us

The Sustainability Group was founded by Amy Domini who has been deeply involved in the socially responsible investment (SRI) field for almost 30 years. To many around the world, her name has become synonymous with sustainable investing. Amy brought her talents to Loring, Wolcott & Coolidge in 1987 and under her leadership, the office has been offering private clients the opportunity to invest for change for over two decades. Her efforts have been strengthened by the additions of William Perkins and Wendy Holding, each passionate about SRI in their own right. Meanwhile, Amy has continued her advocacy work and entrepreneurship through the writing of several books the launching of a mutual fund family and traveling the world to tell her story.

Today, The Sustainability Group is a distinctly experienced and deeply passionate investment team. We are guided by the commitment we share with our clients to universal human dignity and ecological sustainability. We strive to help our clients return to a world in which investor participation, impact investing and personal responsibility matter. By investing with us, you gain the opportunity to participate in having a positive, lasting impact on people and the planet.

Leadership

Amy L. Domini, Trustee Click to read more about this staff member.

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 and is a CFA charterholder. In 2007, she received an honorary Doctor of Humane Letters from the Berkeley Divinity School at Yale. In 2006, she 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, including her most recent, Socially Responsible Investing: Making a Difference and Making Money, which was published by Dearborn Trade in early 2001. 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.

Wendy S. Holding, Trustee Click to read more about this staff member.

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 role 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, is a graduate of the National Trust School, and is a CFA charterholder. She is a member of the Boston Security Analysts Society, the Social Venture Network and currently serves on the Board of Directors for the Harvest Cooperative Markets and the Jesse Smith Noyes Foundation.

William B. Perkins, Trustee Click to read more about this staff member.

Bill 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 CFA charterholder 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.

Administration

Andrew McIntosh, High Impact Investments and Proxy Voting Click to read more about this staff member.

Andrew McIntosh joined the firm in 2005 and oversees proxy voting for the Sustainability Group as well as Loring, Wolcott & Coolidge Trust. In addition, Andrew heads our high-impact investments, overseeing approximately forty million dollars in community development financial institutions, micro finance, and, most recently, “slow money” investments. Andrew is currently the Treasurer and is on the Board of Directors for the Episcopal City Mission. He received his BA from Colby College and his MBA from the University of Phoenix.

Thomas E. Ellington, II, Shareholder Advocacy and SRI Research Click to read more about this staff member.

Thomas Ellington joined the firm in 2009 and oversees our SRI Research as well as our Shareholder Advocacy efforts. He is responsible for evaluating the companies in our investment universe based on their environmental, social and governance performance to ensure that the companies in which we invest meet our sustainability criteria. In our shareholder advocacy efforts, Tom both engages directly with companies and works with peers in our field to help make sure our collective voice is heard. Tom received his Bachelors of Business Administration in Trust and Investment Management, as well as his MBA, from Campbell University. He is a member of the Social Investment Forum, the Sustainable Investment Research Analyst Network, the Interfaith Center for Corporate Responsibility and the Boston Estate Planning Council.

Alease Higgins, Trust Administrator Click to read more about this staff member.

Alease Higgins has nine years of Trust Administration experience. She joined the firm in 2003 as a Trust Administrator for William Perkins. Previously, Alease worked for Atlantic Trust Pell Rudman in Boston. She has a Bachelor of Science from Westfield State College and is a graduate of the National Trust School.