WS
Wendy Shaw Holding
CRD 5468811
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Loring, Wolcott & Coolidge Fiduciary Advisors, Llp | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (4)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| Loring Wolcott & Coolidge Charitable Tr I | Officer/Director | — | 08/31/2024 |
| Jill H Nagorniak Charitable Foundation | Officer/Director | — | 12/31/2024 |
| Paws Plus Foundation Inc | Officer/Director | — | 12/31/2024 |
| Pmg Foundation | Officer/Director | — | 12/31/2024 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Ownership stakes
-
Loring, Wolcott & Coolidge Fiduciary Advisors, Llp
General Partner · 5% – 10% · Oct 2024
-
Domini Impact Investments Llc
Trustee, John G. Kinder Gst Trust And John G. Kinder Non Gst Trust · 5% – 10% · Feb 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗