Jamie McLaughlin Email & Phone Number
Founder and CEO @ J. H. McLaughlin & Co.
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Jamie McLaughlin Location
- Woodbury, CT, US
Jamie McLaughlin Work
- Founder and CEO @ (September 2010 - Present)
- Co-Founder @ (January 2019 - Present)
- Senior Advisor @ (January 2022 - Present)
- CEO @ (January 2009 - January 2010)
- Managing Director and Head of Office @ Convergent Wealth Advisors (January 2005 - January 2009)
- Regional President @ Mellon Private Wealth Management (January 2002 - January 2005)
- Regional Sales Manager @ Mellon Private Wealth Management (January 1998 - January 2002)
- Client Advisor and Sales Officer @ Mellon Private Wealth Managment (January 1995 - January 1998)
- Financial Advisor @ Sanford C. Bernstein & Co. (January 1993 - January 1995)
- State Senator @ CT General Assembly (January 1985 - January 1991)
- State Representative @ CT General Assembly (January 1981 - January 1985)
- Director of Development and Capital Campaign Director @ (January 1981 - January 1983)
- Assistant to the Athletic Director and Head Soccer Coach @ (January 1976 - January 1980)
Jamie McLaughlin Education
- Harvard Kennedy School
MPA
1985-1990 - Lehigh University
Masters (incomplete) (Government)
1976-1980 - Lafayette College
B.A. (History)
1972-1976 - Williamstown HS, Williamstown, Victoria, Australia
Rotary International exchange student
1970-1971
Jamie McLaughlin Skills
- 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
- Leadership
- Executive Coaching
- Talent Management
- Positioning
- Mergers & Acquisitions
- Financial Advisory
- Management
- Business Strategy
- Strategic Planning
- Organizational Effectiveness
- Portfolio Management
- PowerPoint
- Investments
- Event Planning
- Assurance
- Finance
- Mergers and Acquisitions
- Wealth
Jamie McLaughlin Summary
- Jamie McLaughlin, based in Woodbury, CT, US, is currently a Founder and CEO at J. H. McLaughlin & Co.. Jamie McLaughlin brings experience from previous roles at The UHNW Institute, R360, Geller & Company and Convergent Wealth Advisors. Jamie McLaughlin holds a 1985 - 1990 MPA @ Harvard Kennedy School. With a robust skill set that includes Strategy, Management Consulting, Business Planning, Change Management, Wealth Management and more. Jamie McLaughlin has 3 emails and 3 mobile phone numbers on RocketReach.
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Top J. H. McLaughlin & Co. Employees
Jamie McLaughlin
Founder and CEO
Woodbury, CT, US
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