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Jamie McLaughlin ’76 recently became CEO of Geller Family Office Services LLC, the wealth management division of Geller & Company, overseeing 40 employees and the advisement of more than $4 billion in assets. Geller serves ultra-high-net-worth clients, the majority of whom are successful entrepreneurs and business owners.
Former president of Lafayette’s Alumni Association, McLaughlin was pictured on the cover of a recent issue of InvestmentNews, which reported on Geller’s move to become a premier active-management investment firm, in part through hiring the high-profile leader. An excerpt:
“He totally gets integrated wealth management and has been a great advocate for the client,” [Brian Hughes, managing director of strategic relationships for Threshold,] said.
“Geller is a competitor, but Jamie’s appointment is good for the entire industry. We want them to succeed,” Mr. Hughes said.
“Geller’s competitors would kill for their clientele,” [Jeff Spears, principal of Sanctuary Wealth LLC,] said. “Jamie’s been a thought leader as the industry has evolved, and now he has one of the best opportunities in wealth management.”
McLaughlin had been a managing director and head of the New York office of Convergent Wealth Advisors (formerly Lydian Wealth Management). Prior to joining Convergent in 2005, McLaughlin led the development and growth of Mellon Private Wealth Management’s business in New York as regional president. Previously, he served as a financial adviser at Sanford C. Bernstein & Co.