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James McLaughlin

Advisor; Founder and CEO, J. H. McLaughlin & Co., LLC

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 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. 

He has over 25 years of experience in both senior operating roles and client-facing roles in the ultra-high net worth 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.

Earlier in his career, Mr. McLaughlin 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." 

He serves on the Subscribers Advisory Committee of PURE, a policyholder-owned property and casualty insurance company and is a member of the Greenwich Roundtable. He is a Co-Founder of the UHNW Institute, an independent “think tank” directed at the needs of ultra-high-net-worth families and their advisors and serves on the Board of Advisors for the Institute for the Fiduciary Standard and the Editorial Board of Family Wealth Report. He is an Emeritus Trustee of the American Foundation for the Blind (AFB) where for many years he chaired AFB’s investment committee. He serves as an advisor to Addepar, Inc., an investment reporting company and on the Advisory Boards of PivotalPath, a hedge fund due diligence firm, and Pennington Partners, a multi-family office. He is a Past-President of the Lafayette College Alumni Association. 

Mr. McLaughlin earned a bachelor’s degree in History from Lafayette College and a Master’s in Public Administration degree from Harvard Kennedy School. 

Education

  • M.P.A., Harvard University
  • B.A., Lafayette College