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, Wendy Holding and Andy Mims, 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.
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 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. She is a CFA charterholder, a graduate of the National Trust School, and a member of the Boston Security Analysts Society. Wendy currently serves on the Advisory Board of the Carrot Project, the Trust for Public Land, and the Princeton University Rowing Association.
Andy 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 over 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.
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.
Thomas Francione joined Loring, Wolcott & Coolidge in 2009. Prior to joining the firm, Tom was a Senior Trust Administrator in the Wealth Management Group at WilmerHale LLP in Boston. In his role as a Trust Advisor, Tom provides support to Trustees and Clients on estate planning, wealth transfer and trust administration issue. 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, the Boston Trusts and Estates Consortium and the Boston Estate Planning Council.
Glenda Richards joined Loring Wolcott & Coolidge in 2004 as a Trustee Assistant, providing administrative support to Bill Perkins. In her role as Trust Administrator, she assists in managing all aspects of a client relationship, supporting the trustees with a wide range of routine and complex client needs. Glenda is a graduate of Mount Holyoke College where she received her Bachelor of Arts in History and Religion.
Larisa joined the Sustainability Group in May 2013 and is responsible for expanding the firm’s shareholder advocacy and corporate engagement strategy. She was previously the Director of Shareholder Advocacy for Green Century Capital Management, the investment advisor to the environmentally-focused Green Century Funds where she built the advocacy program into one of the most active and successful of its peers. Previously, Ms. Ruoff was the Research Director for Corporate Accountability International where her research and analysis was used to expose and curb corporate abuses that harmed human health and the environment. She has a Masters of International Law and Diplomacy from The Fletcher School at Tufts University.