Joseph J. McLaughlin, Jr.

Joseph J. McLaughlin, Jr.

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Mr. Joseph McLaughlin is the firm’s Chairman & CEO. Joe serves on Haverford Trust’s Board of Directors, is a member of the Executive Committee and a voting member of the Investment Selection Committee. He has been with Haverford since 1992 and has worked in the investment industry since 1984. Joe also serves as President of Haverford Financial Services.

Education & Certifications

B. S., St. Joseph’s University

FINRA Series 7 and 65

Previous Experience

Vice-President J.P. Morgan & Company

Manager/Certified Public Accountant Peat, Marwick, Mitchell & Co.

Support Team

Client Service Support Team

Kathy Morris Senior Investment Officer

Affiliations & Memberships

Chairman, Board of Directors The Haverford Trust Company

Vice Chairman, Board of Trustees Paoli Memorial Hospital Foundation

Investment Committee Member Main Line Health System

Board of Trustees Malvern Preparatory School

Board of Advisors Nerney Leadership Institute, Cabrini College

Former Member of Board of Trustees St. Joseph’s University

Former Chairman of the Board of Visitors Haub School of Business, St. Joseph’s University

Former Chairman Philadelphia Chapter of YPO Gold

Board of Trustees, Emeritus Philadelphia Orchestra

Former Board of Directors Greater Philadelphia Chamber of Commerce

Former Board of Directors Philadelphia Hospitality, Inc.

Member Philadelphia World Heritage Committee

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