James H. “Jamie” McLaughlin (US)
Founder and CEO, J. H. McLaughlin & Co., LLC

In 2010, James “Jamie” McLaughlin founded J. H. McLaughlin & Co., LLC, a management consulting firm focused on strategy and practice management for wealth management and investment advisory firms, private banks, trust companies, single and multi-family offices.  

He is a co-founder of The UHNW Institute, an independent “think tank” serving firms who serve the ultra-high-net-worth client segment and their advisors. 

Previously, he was CEO of Geller Family Office Services, a partner at Convergent Wealth Advisors, the regional president of Mellon Private Wealth Management’s New York region, and a financial advisor at Sanford C. Bernstein & Co., Inc.