About
Jamie McLaughlin is the founder and CEO of J. H. McLaughlin & Co., a management consulting firm serving wealth management firms, investment advisors, private banks, and family offices. With over 25 years of experience in senior operating and client-facing roles in the family office and ultra-high net worth sectors, he advises clients on strategy, business economics, pricing, talent development, and succession planning. He maintains an extensive professional network and has delivered public speaking engagements on topics relevant to his consulting practice.
Experience
- J. H. McLaughlin & Co.Founder & CEOcurrent2010 — presentWoodbury, Connecticut, United States
- The UHNW InstituteCo-Foundercurrent2019 — present
- R360Senior Advisorcurrent2022 — presentNew York, New York, United States
- Geller & CompanyCEO2009 — 2010
- Convergent Wealth AdvisorsManaging Director and Head of Office2005 — 2009
- Mellon Private Wealth ManagementRegional President2002 — 2005
- Mellon Private Wealth ManagementRegional Sales Manager1998 — 2002
- Mellon Private Wealth ManagmentClient Advisor/Sales Officer1995 — 1998
- Sanford C. Bernstein & Co.Financial Advisor1993 — 1995
- CT General AssemblyState Senator1985 — 1991
- CT General AssemblyState Representative1981 — 1985
- The Forman SchoolDirector of Development and Capital Campaign Director1981 — 1983
- Lafayette CollegeAssistant to the Athletic Director and Head Soccer Coach1976 — 1980
Skills & more
Strategy73Management Consulting42Business Planning30Change Management14Wealth Management72Family Office83Workshop Facilitation45Public Speaking29Alternative Investments84Leadership27Executive Coaching34Talent Management21
+6 more
PositioningMergers & AcquisitionsManagementBusiness StrategyStrategic PlanningOrganizational EffectivenessLanguages English
From Jamie's professional profile.
Colleagues at Fin Capital
Allison Leake
Vice President at Fin Capital
Chris Johnson
Analyst at Fin Capital
Christian Ostberg
General Partner at Fin Capital
Claire Beale
Sr. Executive Assistant at Fin Capital
Daria Davydenko
Vice President at Fin Capital
Domenica Cevallos
Associate at Fin Capital
Emy Donovan
Venture Partner at Fin Capital
Fan Wen
Principal & Director of AI at Fin Capital
Frequently asked questions
- Who is Jamie McLaughlin?
- Jamie McLaughlin is the founder and CEO of J. H. McLaughlin & Co., a management consulting firm serving wealth management firms, investment advisors, private banks, and family offices. With over 25 years of experience in senior operating and client-facing roles in the family office and ultra-high net worth sectors, he advises clients on strategy, business economics, pricing, talent development, and succession planning. He maintains an extensive professional network and has delivered public speaking engagements on topics relevant to his consulting practice.
- Where does Jamie McLaughlin work?
- Jamie McLaughlin is Senior Advisor at Fin Capital.
- Where did Jamie McLaughlin go to school?
- Jamie McLaughlin studied at Harvard Kennedy School (MPA); Lehigh University (Masters (incomplete), Government); Lafayette College (B.A., History).
Same school
Also attended Harvard Kennedy School214
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Also attended Lehigh University77
Joseph R. SavianoFounder and Managing Member at Dot CapitalStuart SchnabolkChief Financial Officer at Ibex InvestorsEric HeilManaging Partner at Medical Excellence CapitalJay FraserInvestor at Side Door VenturesMegan CainPrincipal at The Westly GroupSam GerouxAnalyst, Data at Stripes
+ 71 more
Also attended Lafayette College22
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