Jamie Mc Laughlin
About
Jamie Mc Laughlin is from Woodbury, Connecticut, United States. Jamie works in the following industries: "Investment Management". Jamie is currently Senior Advisor at R360, located in New York, New York, United States. Jamie also works as Co-Founder at The UHNW Institute, a job Jamie has held since Jan 2019. Another title Jamie currently holds is Founder & CEO at J. H. McLaughlin & Co.. In Jamie's previous role as a CEO at Geller & Company, Jamie worked in until Jan 2010. Prior to joining Geller & Company, Jamie was a Managing Director and Head of Office at Convergent Wealth Advisors and held the position of Managing Director and Head of Office. Prior to that, Jamie was a Regional President at Mellon Private Wealth Management from Jan 2002 to Jan 2005. Jamie started working as Regional Sales Manager at Mellon Private Wealth Management in Jan 1998. From Jan 1995 to Jan 1998, Jamie was Client Advisor/Sales Officer at Mellon Private Wealth Managment. Prior to that, Jamie was a Financial Advisor at Sanford C. Bernstein & Co. from Jan 1993 to Jan 1995. Jamie started working as State Senator at CT General Assembly in Jan 1985.
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Jamie Mc Laughlin's current jobs
R360 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.
The 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.
J. 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.
Jamie Mc Laughlin's past jobs
Hired 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.
Opened a new office in the New York market. Managed client acquisition, staff recruitment and development, and all operational areas.
Senior 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.
Managed 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".
Top New York producer in 1996 and 1997 (#2 producer nationally among Mellon's "expansion" markets.
Investment sales and client service for individuals, trusts, endowments and small pension plans. Extensive sourcing in greater New York through professional intermediaries.
Chairman 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.
Organized and successfully managed first ever capital campaign for private secondary school.