Wendy Shaw Holding
Portefeuillebeheerder-Aandelen bij Loring, Wolcott & Coolidge Fiduciary Advisors LLP
Profiel
Ms. Wendy S.
Holding, CFA, is a Partner at Loring, Wolcott & Coolidge Fiduciary Advisors LLP.
She 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.
She graduated cum laude from Princeton University.
She is a CFA charterholder, a graduate of the National Trust School, and a member of the CFA Society of Boston.
She currently serves on the Advisory Board of the Carrot Project, the Massachusetts Advisory Board for the Trust for Public Land, the Board of the Siasconset Civic Association, and the Princeton University Rowing Association.
Actieve functies van Wendy Shaw Holding
| Bedrijven | Functie | Begin |
|---|---|---|
Loring, Wolcott & Coolidge Fiduciary Advisors LLP
 Loring, Wolcott & Coolidge Fiduciary Advisors LLP Investment ManagersFinance Loring, Wolcott & Coolidge Fiduciary Advisors LLP (LWC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1817, LWC provides investment advice to the trustees of revocable, irrevocable, and testamentary trusts. The firm also manages the investments for foundations, endowments, and other entities that require these services. | Portefeuillebeheerder-Aandelen | 01-01-2005 |
Eerdere bekende functies van Wendy Shaw Holding
| Bedrijven | Functie | Einde |
|---|---|---|
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors. | Corporate Officer/Principal | - |
Opleiding van Wendy Shaw Holding
| Princeton University | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
|---|---|
Loring, Wolcott & Coolidge Fiduciary Advisors LLP
Loring, Wolcott & Coolidge Fiduciary Advisors LLP Investment ManagersFinance Loring, Wolcott & Coolidge Fiduciary Advisors LLP (LWC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1817, LWC provides investment advice to the trustees of revocable, irrevocable, and testamentary trusts. The firm also manages the investments for foundations, endowments, and other entities that require these services. | Finance |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors. | Finance |
