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Wendy Shaw Holding
Portfolio Manager-Equities at
Loring, Wolcott & Coolidge Fiduciary Advisors LLP
Profile
Ms. Wendy S.
Holding, CFA, is a Vice President at Loring, Wolcott & Coolidge Fiduciary Advisors LLP.
He is a Trustee and Partner of the firm.
Since joining in 2005, she has worked principally in the firm’s Sustainability Group, helping individuals and families to integrate environmental and social criteria into their investments.
Prior to LWC, Ms. Holding spent six years at Wellington Management as Assistant Vice President and Portfolio Analyst in the high yield bond group.
Her career began at Wild Forever in Bozeman, Montana, a collaborative grizzly bear conservation group.
She is a past Board Chair of the Jessie Smith Noyes Foundation, Treasurer of the Siasconset Civic Association, and served on the boards of the Carrot Project and the Harvest Co-op Markets.
She is a graduate of the American Bankers Association’s National Trust School, and a member of the CFA Society Boston and the Boston Economics Club.
She holds an AB in History, cum laude, from Princeton University, and is a CFA charterholder.
Wendy Shaw Holding active positions
| Companies | Position | Start |
|---|---|---|
Loring, Wolcott & Coolidge Fiduciary Advisors LLP
 Loring, Wolcott & Coolidge Fiduciary Advisors LLP Investment ManagersFinance LWC is long-term investor with a strong bias toward publicly traded equities; however, an attempt is made to tailor portfolios to individual situations and client needs, so other types of investments are considered. The firm focuses on high quality growth stocks with the objective of buying and holding these investments over long periods of time. They believe that having low turnover is a more efficient way to produce after-tax returns for taxable accounts. | Portfolio Manager-Equities | 2004-12-31 |
Former positions of Wendy Shaw Holding
| Companies | Position | End |
|---|---|---|
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Corporate Officer/Principal | - |
Training of Wendy Shaw Holding
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
12
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Finance |
Loring, Wolcott & Coolidge Fiduciary Advisors LLP
Loring, Wolcott & Coolidge Fiduciary Advisors LLP Investment ManagersFinance LWC is long-term investor with a strong bias toward publicly traded equities; however, an attempt is made to tailor portfolios to individual situations and client needs, so other types of investments are considered. The firm focuses on high quality growth stocks with the objective of buying and holding these investments over long periods of time. They believe that having low turnover is a more efficient way to produce after-tax returns for taxable accounts. | Finance |
Princeton University
 Princeton University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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- Insiders
- Wendy Shaw Holding
