Mr. McLaughlin co-founded J. H. McLaughlin & Co, LLC, a management consulting and strategy firm focusing on strategy and practice management for single and multi-family offices. He is a shareholder of and special advisor to Pennington Partners. 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.  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.

Mr. McLaughlin co-founded J. H. McLaughlin & Co, LLC, a management consulting and strategy firm focusing on strategy and practice management for single and multi-family offices. He is a shareholder of and special advisor to Pennington Partners. 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.

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.

James H. “Jamie” McLaughlin

Earlier in his career, Jamie 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 is an Emeritus Trustee of the American Foundation for the Blind (AFB) where for many years he chaired the AFB’s investment committee. He is Chair of the Subscribers Advisory Committee for PURE, a policyholder-owned property and casualty insurance company, and a member of the Greenwich Roundtable. He serves as an advisor to Addepar, Inc., a wealth management technology company, and on the Advisory Board of PivotalPath, a hedge fund due diligence firm. He also serves on the Town of Darien’s Board of Finance.

Mr. McLaughlin received his bachelor’s degree in history from Lafayette College and his Master’s in Public Administration from Harvard’s Kennedy School.