Founder & CEO of J. H. McLaughlin & Co

James H. “Jamie” McLaughlin

Mr. McLaughlin is the founder and CEO of J. H. McLaughlin & Co., LLC, a business strategy and practice management consulting firm serving the wealth management industry and family offices.

He has over 25 years of experience in both senior operating roles and client-facing roles in the family office and ultra high net worth industry and a history of building organizations across a variety of private wealth management models. He has worked directly with firms and families across the country and developed an extensive professional network that he can call on for complementary capabilities to serve his clients.

Previously, he was CEO of Geller Family Office Services, the New York-based MFO. Before that he was a partner at Convergent Wealth Advisors (formerly Lydian Wealth Management) where he built the firm’s New York office, Mellon where he was the regional president of Mellon Private Wealth Management’s New York region, and Sanford C. Bernstein & Co., Inc., where he started in the wealth management industry as a financial advisor in the Private Client Group.

He serves on the Subscribers Advisory Committee for PURE, a policyholder-owned property and casualty insurance company.  He is an Emeritus Trustee of the American Foundation for the Blind where for many years he chaired AFB’s investment committee.  He serves as an advisor to Addepar, Inc., an investment management reporting company, the Advisory Board of Pennington Partners, a multi-family office, and the Editorial Board of Family Wealth Report.

Mr. McLaughlin received his Bachelor’s degree in History from Lafayette College and his Master’s in Public Administration from Harvard’s Kennedy School.