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Current Employers
Loring, Wolcott & Coolidge Fiduciary Advisors, Llp

230 Congress Street, Boston, MA 02110-2437 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2017-02-28
  • MA RA
    APPROVED
    Since 2017-02-28

Branch Locations

230 Congress Street, Boston, MA 02110-2437 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Resility Stockholm 12/2011 12/2019
Rocky Mountain Institute Washington DC 11/2014 02/2017
Loring, Wolcott & Coolidge Boston MA 02/2017 Present
  • 12/2011 → 12/2019
    Resility
    Stockholm
  • 11/2014 → 02/2017
    Rocky Mountain Institute
    Washington, DC
  • 02/2017 → Present
    Loring, Wolcott & Coolidge
    Boston, MA
Other Businesses

Ms. Nushin Kormi joined the Board of Mothers Out Front in May 2024 and is serving as the Treasurer. She will be reviewing their budget and audits as part of her responsibilities. She will not be performing work that is investment related. Mothers Out Front is a grassroots transition toward clean and renewable energy. Mothers Out Front is located at 68 Harrison Ave Ste 605, PMB 23686, Boston, MA 02111. Ms. Nushin Kormi joined the Board of Directors of the Trustees Reservations in May 2023. The Trustees Reservations is a Nonprofit organization addressing the imperatives of climate change mitigation and resilience and the loss of biodiversity. The Trustees Reservations is located at 200 High St, Boston MA 02110. Since September 2023, Nushin Kormi has served as a member of the investment committee for the Tenacre Country Day School (a Pre-K through 6th grade school). They review the work that the Commonfund does in investing the school's endowment. The school is located at 78 Benvenue st, Wellesley, MA 02482. Nushin typically devotes 0.5 hours per month to her duties at the Tenacre Country Day School, all of which occur during non-trading hours. THE PARTNERS OF LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP ARE PRIMARILY ENGAGED IN THE BUSINESS OF MANAGING FIDUCIARY (TRUST) ACCOUNTS. IN MOST INSTANCES THE PARTNERS ARE NAMED INDIVIDUALLY TO SERVE AS TRUSTEES, SUBJECT TO THE CUSTOMARY FIDUCIARY DUTIES. THE PARTNERS SERVE AS DIRECTORS OF LORING WOLCOTT & COOLIDGE OFFICE, INC. AND AS MANAGERS OF LORING, WOLCOTT & COOLIDGE TRUST, LLC, A NEW HAMPSHIRE CHARTERED NON-DEPOSITORY TRUST COMPANY. THE TRUST COMPANY PROVIDES CUSTODY & ADMINISTRATION SERVICES FOR ACCOUNTS ON WHICH PARTNERS SERVE AS TRUSTEES OR INVESTMENT ADVISORS. NO EFFORT HAS BEEN MADE TO ALLOCATE TIME SPENT ON DIFFERENT ACTIVITIES AS FIDUCIARY: INVESTMENT AND ADMINISTRATIVE SERVICES ARE CONSIDERED INTER-RELATED BY THE TRUSTEES/PARTNERS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-09
S63 Uniform Securities Agent State Law Examination 2000-08-24
  • S65 Uniform Investment Adviser Law Examination
    2017-01-09
  • S63 Uniform Securities Agent State Law Examination
    2000-08-24
Designations

View on SEC IAPD

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