Loring, Wolcott & Coolidge Fiduciary Advisors, LLP

Wendy Holding is a CFA® charterholder and Series 65 licensed financial advisor with 17 years of experience at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA. She has been with the firm since 2009. The partners at Loring, Wolcott & Coolidge often serve as trustees with fiduciary responsibilities and also manage the firm’s affiliated trust company, which provides custody and administration services. Loring, Wolcott & Coolidge Fiduciary Advisors, LLP offers investment management, trust administration, and fiduciary services primarily to high-net-worth individuals, trustees, foundations, endowments, charitable organizations, and corporate clients. The firm employs a long-term, buy-and-hold investment strategy focused on publicly traded equities, supported by external research and discretionary account management.

Nushin Kormi is a CFA® charterholder and financial advisor with Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA, where she has worked since 2017. She has nine years of industry experience, previously working at Rocky Mountain Institute and Resility. Ms. Kormi serves on the boards of Mothers Out Front, where she is Treasurer, and the Trustees Reservations, both nonprofit organizations focused on climate change and environmental issues. Loring, Wolcott & Coolidge Fiduciary Advisors, LLP provides investment management, trust administration, and fiduciary services primarily to high-net-worth individuals, trustees, foundations, and charitable organizations. The firm employs a long-term, buy-and-hold investment strategy with a focus on publicly traded equities, supported by external research and discretionary portfolio management.

Gilbert Roddy Jr. is a CFA® charterholder with 23 years of industry experience, currently serving at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 1985. He has been a director of Hollingsworth & Vose Company since 1993 and has served as treasurer of McCrillis Land Association, which manages timberland in Maine, since 1996. Loring, Wolcott & Coolidge Fiduciary Advisors, LLP provides investment management, trust administration, and fiduciary services primarily to high-net-worth individuals, trustees, foundations, endowments, charitable organizations, and corporate clients. The firm employs a long-term, buy-and-hold investment strategy focused on publicly traded equities and operates an affiliated trust company offering custody and integrated administrative services.

Charles Frederick Boit is a CFA® charterholder and holds a Series 65 license with 23 years of industry experience. He has been with Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 2001. Loring, Wolcott & Coolidge Fiduciary Advisors, LLP provides investment management, trust administration, and related fiduciary services primarily to high-net-worth individuals, trustees, foundations, endowments, charitable organizations, and corporate clients. The firm employs a long-term, buy-and-hold investment strategy focused on publicly traded equities, supported by external research and discretionary management, and operates an affiliated trust company offering integrated custody and administrative services.

David Cuetos Ruano is a CFA® charterholder with five years of industry experience. He has worked at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 2020, following roles at Dendur Capital, Surveyor Capital, and Ivory Capital. Based in Boston, MA, he is part of a 13-advisor team. Loring, Wolcott & Coolidge Fiduciary Advisors, LLP provides investment management, trust administration, and fiduciary services primarily to high-net-worth individuals and institutional clients. The firm emphasizes a long-term, buy-and-hold approach focused on publicly traded equities, supported by external equity and fixed-income consultants, and manages most accounts on a discretionary basis.

William Perkins is a CFA® charterholder with 23 years of industry experience, affiliated with Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 1987. He has served as President of Sailor's Snug Harbor of Boston, a nonprofit supporting social needs of low-income elders in coastal Massachusetts. Loring, Wolcott & Coolidge Fiduciary Advisors, LLP provides investment management, trust administration, and fiduciary services primarily to high-net-worth individuals and institutional clients. The firm employs a long-term, buy-and-hold investment strategy focused on publicly traded equities, supported by external research and discretionary management, and operates an affiliated trust company offering integrated custody and administrative services.

Simran Su is a CFA® charterholder with nine years of industry experience. She is currently an advisor at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP, having joined in 2025. Prior to this, she worked at Wellington Management for nine years and Citadel LLC for four years. Loring, Wolcott & Coolidge Fiduciary Advisors, LLP provides investment management, trust administration, and fiduciary services primarily to high-net-worth individuals, trustees, foundations, endowments, charitable organizations, and corporate clients. The firm employs a long-term, buy-and-hold investment strategy with a focus on publicly traded equities and operates an affiliated trust company offering custody and integrated administrative services.

Hugh Warren is a CFA® charterholder with 23 years of industry experience, currently serving at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 1993. He has been a director of Pingree Associates, Inc., a timberland management company, since 2015, where he focuses on protecting client interests. Loring, Wolcott & Coolidge Fiduciary Advisors provides investment management, trust administration, and fiduciary services primarily to high-net-worth individuals and institutional clients. The firm follows a long-term, buy-and-hold investment strategy with a focus on publicly traded equities and operates an affiliated trust company offering integrated custody and administrative services.

Amory Logan is a CFA® charterholder and Series 65 licensed advisor at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP with nine years of industry experience. She has been with Loring, Wolcott & Coolidge since 2016 and previously worked at the Dartmouth College Investment Office from 2011 to 2016. Ms. Logan serves on multiple nonprofit boards, including as Treasurer of Sailors' Snug Harbor of Boston and the Manchester-by-the-Sea Museum, and is involved with the Maine Coast Heritage Trust and Shore Country Day School. Loring, Wolcott & Coolidge Fiduciary Advisors provides investment management, trust administration, and fiduciary services primarily to high-net-worth individuals, trustees, foundations, endowments, and charitable and corporate clients. The firm employs a long-term, buy-and-hold investment approach focused on publicly traded equities, supported by external research, and operates an affiliated trust company offering integrated custody and administrative services.

Thomas Appleton is a CFA® charterholder with 18 years of industry experience, currently serving at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since 2006. He holds several roles in historic and cultural nonprofit organizations in the Boston area, including Treasurer positions at the New England Quarterly and the Paul Revere Memorial Association, and serves on the Board and Finance Committee of Revolutionary Spaces. Mr. Appleton also consults on investment matters for the Andover Companies. Loring, Wolcott & Coolidge Fiduciary Advisors, LLP provides investment management, trust administration, and fiduciary services primarily to high-net-worth individuals and institutional clients. The firm emphasizes a long-term, buy-and-hold investment approach with a focus on publicly traded equities and operates an affiliated trust company offering integrated custody, trust, tax, and administrative services.