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Matthew Mclaughlin, Cfa, Caia Email & Phone Number
Portfolio Specialist
at
Diamond Hill
1 work email found
@harborfunds.com
2 phones found area 312
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Who is Matthew Mclaughlin, Cfa, Caia? Overview
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Quick answer
Matthew Mclaughlin, Cfa, Caia is listed as Portfolio Specialist at Diamond Hill, based in Chagrin Falls, Ohio, United States. AeroLeads shows a work email signal at harborfunds.com, phone signal with area code 312, and a matched LinkedIn profile for Matthew Mclaughlin, Cfa, Caia.
Matthew Mclaughlin, Cfa, Caia previously worked as Senior Vice President, Harbor Funds Distributors, Inc. at Harbor Capital Advisors, Inc. and Portfolio Specialist at William Blair. Matthew Mclaughlin, Cfa, Caia holds Bachelor Of Arts, Finance & Marketing from Loras College.
Company email context
Email format at Diamond Hill
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*@harborfunds.com
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AeroLeads found 1 current-domain work email signal for Matthew Mclaughlin, Cfa, Caia. Compare company email patterns before reaching out.
Profile bio
About Matthew Mclaughlin, Cfa, Caia
Matthew Mclaughlin, Cfa, Caia is a Portfolio Specialist at Diamond Hill. He possess expertise in mutual funds, investments, series 63, portfolio management, series 6 and 13 more skills.
Listed skills include Mutual Funds, Investments, Series 63, Portfolio Management, and 14 others.
Current workplace
Matthew Mclaughlin, Cfa, Caia's current company
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11 roles
Matthew Mclaughlin, Cfa, Caia work experience
A career timeline built from the work history available for this profile.
Portfolio Specialist
CurrentPortfolio Specialist on Diamond Hill's international equity team.
Apr 2023 - Present
Senior Vice President, Harbor Funds Distributors, Inc.
Responsible for business development and relationship management with institutional consultants, registered investment advisors (RIAs), bank/trust companies, and family offices in the Great Lakes (based in Cleveland, OH).
Jun 2019 - Apr 2023
Portfolio Specialist
Portfolio Specialist on the US Growth Equity investment team representing six strategies with approximately $17 billion in AUM. Strategies include All Cap Growth, Large Cap Growth, Mid Cap Growth, SMID Growth, SMID Core, and Small Cap Growth.
Mar 2016 - May 2019
Vice President, Research
Portfolio specialist/client portfolio manager within the Sales & Marketing Team for an $80+ billion subadvised mutual fund organization. Primary responsibility was to conduct portfolio reviews, give investment philosophy and process presentations, and cross-sell other mutual funds to institutional consultants, registered investment advisors, and bank/trust.
Jan 2014 - Feb 2016
Senior Account Executive
Hybrid sales role in the East and Midwest regions. Primary objective was to develop strong relationships and uncover business opportunities with institutional consultants, registered investment advisors, and bank/trust companies.
Jan 2013 - Dec 2013
Account Executive
Internal sales and client service contact in the East and Midwest regions for institutional consultants, registered investment advisors, trust companies, and bank/trust companies.
Jul 2010 - Dec 2012
Marketing Analyst
Responsible for production and completion of written sales and marketing materials such as RFP’s, fund questionnaires, and fact sheets for mutual fund distributor with approximately $60 billion in assets under management.
Dec 2009 - Jul 2010
Investor Services Representative
Interacted and responded to inbound calls from individual shareholders and financial institutions within a mutual fund transfer agency.
Jul 2008 - Dec 2009
Investment Analyst Intern
Feb 2008 - May 2008
Investment Bank - Tax Oriented Investments Intern
May 2007 - Aug 2007
1 education record
Matthew Mclaughlin, Cfa, Caia education
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Loras College
FAQ
Frequently asked questions about Matthew Mclaughlin, Cfa, Caia
Quick answers generated from the profile data available on this page.
What company does Matthew Mclaughlin, Cfa, Caia work for?
Matthew Mclaughlin, Cfa, Caia works for Diamond Hill.
What is Matthew Mclaughlin, Cfa, Caia's role at Diamond Hill?
Matthew Mclaughlin, Cfa, Caia is listed as Portfolio Specialist at Diamond Hill.
What is Matthew Mclaughlin, Cfa, Caia's email address?
AeroLeads has found 1 work email signal at @harborfunds.com for Matthew Mclaughlin, Cfa, Caia at Diamond Hill.
What is Matthew Mclaughlin, Cfa, Caia's phone number?
AeroLeads has found 2 phone signal(s) with area code 312 for Matthew Mclaughlin, Cfa, Caia at Diamond Hill.
Where is Matthew Mclaughlin, Cfa, Caia based?
Matthew Mclaughlin, Cfa, Caia is based in Chagrin Falls, Ohio, United States while working with Diamond Hill.
What companies has Matthew Mclaughlin, Cfa, Caia worked for?
Matthew Mclaughlin, Cfa, Caia has worked for Diamond Hill, Harbor Capital Advisors, Inc., William Blair, Heartland Financial Usa, Inc., and Jp Morgan.
How can I contact Matthew Mclaughlin, Cfa, Caia?
You can use AeroLeads to view verified contact signals for Matthew Mclaughlin, Cfa, Caia at Diamond Hill, including work email, phone, and LinkedIn data when available.
What schools did Matthew Mclaughlin, Cfa, Caia attend?
Matthew Mclaughlin, Cfa, Caia holds Bachelor Of Arts, Finance & Marketing from Loras College.
What skills is Matthew Mclaughlin, Cfa, Caia known for?
Matthew Mclaughlin, Cfa, Caia is listed with skills including Mutual Funds, Investments, Series 63, Portfolio Management, Series 6, Asset Management, Microsoft Excel, and Analysis.
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