Geller Family Office Services names CEO
James McLaughlin has been named to the newly created position of chief executive of Geller Family Office Services LLC, a New York-based multifamily office with more than $4 billion in assets under advisement.
James “Jamie” McLaughlin has been named to the newly created position of chief executive of Geller Family Office Services LLC, a New York-based multifamily office with more than $4 billion in assets under advisement.
He will begin his job on Monday, Sept. 14.
Mr. McLaughlin, who was a managing director for Convergent Wealth Advisors for nearly five years, said he had received a “significant commitment” from Geller to “provide the resources to craft, design and implement one of the premier multifamily office platforms in the country.”
Geller caters to ultra-high-net-worth clients, particularly entrepreneurs and business owners who have a minimum of $25 million in investible assets.
Mr. McLaughlin served as a representative and state senator in the Connecticut General Assembly from 1981 to 1991.
Before joining Convergent (formerly Lydian Wealth Management), Mr. McLaughlin spent ten years at Mellon Private Wealth Management of New York.
He began his career in financial services as a financial adviser in the private client group at Sanford C. Bernstein & Co. Inc.
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