Joe McLaughlin

Joseph J. McLaughlin, Jr.

Chairman & CEO

Mr. Joseph McLaughlin is the firm’s Chairman and 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. He enjoys being active in his community and helping others fulfill their philanthropic goals.

Contact Information



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Certifications & Education

B.S., St. Joseph’s University

FINRA Series 7 and 65

Previous Experience

J.P. Morgan and Company

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

Affiliations & Memberships

Board of Directors
Haverford Trust

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 University

Former 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.

Philadelphia World Heritage Committee

Client Service Team

Joe McLaughlin

Joseph J. McLaughlin, Jr.

Chairman & CEO

Kathy Morris

Senior Investment Officer