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In 2010, Mr. McLaughlin founded J. H. McLaughlin & Co., LLC, a management consulting firm focused on strategy and practice management for wealth management and investment advisory firms, private banks, trust companies, single and multi-family offices.
He has over 30 years of experience in both senior operating roles and client-facing roles in the ultra-high net worth (UHNW) and family office segments of the industry. Previously, he was CEO of Geller Family Office Services, a partner at Convergent Wealth Advisors where he built the firm’s New York office, the regional president of Mellon Private Wealth Management’s New York region, and a financial advisor at Sanford C. Bernstein & Co., Inc., where he started in the wealth management industry.
He is a Co-Founder of the UHNW Institute, an independent “think tank” serving firms who serve the ultra-high-net-worth client segment and their advisors. He is a senior advisor to R360 Global and serves on the Editorial Board of the Family Wealth Report. He serves on the Subscribers Advisory Committee of PURE Insurance and is a member of the Greenwich Roundtable. He is an Emeritus Trustee of the American Foundation for the Blind (AFB) where for many years he chaired AFB’s investment committee. He also serves as an advisor to Addepar Inc., and on the Advisory Boards of Altar Rock, Aquilance, Optifino, Pennington Partners and PivotalPath. He is a Past-President of the Lafayette College Alumni Association, Secretary of the White Deer Rock Land Corporation, and Town Meeting Moderator for his hometown of Woodbury, CT.
In 2021, Jamie was the recipient of the Family Wealth Report Awards Lifetime Achievement Award.
Earlier in his career, Jamie served in the Connecticut General Assembly for a decade as a two- term State Representative and a three-term State Senator. In 1985, the Hartford Courant named him one of Connecticut’s “10 Best Legislators.”
Jamie earned a bachelor’s degree in History from Lafayette College and a master’s degree in Public Administration from Harvard Kennedy School.