Joseph J. McLaughlin, Jr.
Joseph J. McLaughlin, Jr.
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 achieve civic goals. Joe can often be found on the sidelines as a coach, and a fan, of his sons' sports teams.
Education & Certifications
B. S., St. Joseph’s University
FINRA Series 2, 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
Kay Kidwell Investment Officer
Affiliations & Memberships
Board of Directors The Haverford Trust Company
Board of Trustees St. Joseph’s University
Former Chairman of the Board of Visitors, Haub School of Business, St. Joseph’s University
Board of Trustees Paoli Memorial Hospital Foundation
Board of Directors Greater Philadelphia Chamber of Commerce
Board of Trustees, Emeritus Philadelphia Orchestra
Member and Education Chair 2011-2012 YPO/WPO