Jamie McLaughlin*

In 2010, Mr. McLaughlin founded J. H. McLaughlin & Co., LLC, a consulting practice specializing in guiding both families and financial firms through strategic decisions.

He has over 35 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, 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 senior advisor to R360 Global and serves on the Editorial Board of the Family Wealth Report and the Subscribers Advisory Committee of PURE Insurance.  He also serves as an advisor to Addepar Inc., and on the Advisory Boards of Aquilance, Fin Capital, Pennington Partners and PivotalPath.

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.

Jamie earned a bachelor’s degree in History from Lafayette College and a master’s degree in Public Administration from Harvard Kennedy School.