Jamie Mclaughlin Email and Phone Number
Jamie Mclaughlin work email
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Jamie Mclaughlin personal email
In 2010, Mr. McLaughlin founded J. H. McLaughlin & Co., LLC, a management consulting firm focusing on strategy and practice management for wealth management and investment advisory firms, private banks, trust companies, single and multi-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. Extensive public speaking experience.Specialties: 1. Firm profitability and business economics.2. Strategy development and implementation.3. Pricing discipline.4. Delivering the client experience.5. Sales and growth strategies.6. Staff/talent design and development.7. Sustainability and succession planning.8. Coaching executive management teams.
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Founder And CeoJ. H. Mclaughlin & Co.Woodbury, Ct, Us
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Founder & CeoJ. H. Mclaughlin & Co. Sep 2010 - PresentJ. H. McLaughlin & Co. is a management consulting business focused on strategy and practice management for wealth management and investment advisory firms, private banks, single and multi-family offices who serve complex wealth.
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Co-FounderThe Uhnw Institute Jan 2019 - PresentNew York, Ny, UsThe UHNW Institute operates as a non-profit, independent "think tank" - a publisher and curator of exceptional thought leadership and content for UHNW families, their advisors, and the operating principals who lead commercial wealth management enterprises and family offices that serve them. -
Senior AdvisorR360 Jan 2022 - PresentMiami, Florida, UsR360 is an invitation-only league of extraordinary individuals who have attained a net worth of over $100 million and desire to use their abilities, wealth, and knowledge to leave an enduring legacy. The focus is not just on members’ financial capital, but on all dimensions of their family wealth, including intellectual, social, human, emotional, and spiritual, which are often overlooked. -
CeoGeller & Company 2009 - 2010New York, Ny, UsHired to lead transformative change and expand on a planning and administrative service platform for families of great wealth and complexity. Led a collaborative process to refocus the existing business including the development of a comprehensive strategy and business plan to identify growth and underleveraged opportunities. -
Managing Director And Head Of OfficeConvergent Wealth Advisors 2005 - 2009Potomac, Md, UsOpened a new office in the New York market. Managed client acquisition, staff recruitment and development, and all operational areas. -
Regional PresidentMellon Private Wealth Management 2002 - 2005Senior executive for investment management and trust administration in greater New York. Group of 35 advised over 400 relationships - $1.8B AUM. Managed portfolio management, sales, fiduciary administration, operations and compliance. President of Mellon Trust of New York. NASD Series 24 licensed principal for affiliate broker-dealer. Member of Private Wealth Management Operating Committee and Executive Management Council.
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Regional Sales ManagerMellon Private Wealth Management 1998 - 2002Managed a staff of 14 in New York and Greenwich, CT locations. Turned moribund sales team around in four years in a market where there existed no Mellon "footprint".
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Client Advisor/Sales OfficerMellon Private Wealth Managment 1995 - 1998Top New York producer in 1996 and 1997 (#2 producer nationally among Mellon's "expansion" markets.
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Financial AdvisorSanford C. Bernstein & Co. 1993 - 1995Investment sales and client service for individuals, trusts, endowments and small pension plans. Extensive sourcing in greater New York through professional intermediaries.
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State SenatorCt General Assembly 1985 - 1991Chairman of Finance, Revenue and Bonding Committee that made largest tax cut in CT history. Authored and built bi-partisan coalitions for passage of principal enabling legislation for open space preservation and the "right to die". Unsuccessful candidate for US Congress (5th District) in 1990. Extensive public speaking, debating and electronic media presentations including all major television and radio outlets in CT. Regular op-ed contributor, commentator and panelist to major daily newspapers, periodicals and policy forums. Named among "Ten Best" legislators by Hartford Courant.
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State RepresentativeCt General Assembly 1981 - 1985
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Director Of Development And Capital Campaign DirectorThe Forman School 1981 - 1983Litchfield, Ct, UsOrganized and successfully managed first ever capital campaign for private secondary school. -
Assistant To The Athletic Director And Head Soccer CoachLafayette College 1976 - 1980Easton, Pa, Us
Jamie Mclaughlin Skills
Jamie Mclaughlin Education Details
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Harvard Kennedy SchoolMpa -
Lehigh UniversityGovernment
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Lafayette CollegeHistory
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Williamstown Hs, Williamstown, Victoria, AustraliaRotary International Exchange Student
Frequently Asked Questions about Jamie Mclaughlin
What company does Jamie Mclaughlin work for?
Jamie Mclaughlin works for J. H. Mclaughlin & Co.
What is Jamie Mclaughlin's role at the current company?
Jamie Mclaughlin's current role is Founder and CEO.
What is Jamie Mclaughlin's email address?
Jamie Mclaughlin's email address is ja****@****ine.net
What schools did Jamie Mclaughlin attend?
Jamie Mclaughlin attended Harvard Kennedy School, Lehigh University, Lafayette College, Williamstown Hs, Williamstown, Victoria, Australia.
What are some of Jamie Mclaughlin's interests?
Jamie Mclaughlin has interest in Politics, Education, Health.
What skills is Jamie Mclaughlin known for?
Jamie Mclaughlin has skills like Strategy, Management Consulting, Business Planning, Change Management, Wealth Management, Family Office, High Net Worth Individuals, Workshop Facilitation, Public Speaking, Alternative Investments, Investment Management, Asset Allocation.
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