Terence J McLaughlin

Managing Director - US Trust, Private Client Advisor

Professional Profile

Terry McLaughlin is a Managing Director, Private Client Advisor, and Institutional Client Advisor with U.S. Trust, Bank of America Private Wealth Management, working in the New York area. Terry works closely with nonprofits as well as wealthy families and business owners to discern and advance their financial goals. He directs a team of U.S. Trust specialists, who create customized strategies in investment management, trust and estate planning services, wealth strategy, banking and specialty asset management.

With more than three decades of institutional and private client experience, Terry applies his knowledge and insight to streamline the complexities of significant wealth. He enjoys building lasting relationships grounded in an in-depth understanding of each client’s personal circumstances, professional aspirations, and philanthropic interest. As the primary relationship manager, Terry seeks to serve as a trusted client advisor and guide, whatever the challenge or opportunity.

Terry began his career at Kidder Peabody. In 1984 he then joined a boutique investment firm, where he became partner, ultimately serving as Chief Investment Officer. Terry and his partners sold their firm to Mellon Bank in 2003; Terry then continued as President and CIO of the firm which became a wholly -owned subsidiary of Mellon Institutional Asset Management. In 2009, Terry moved to the Private Bank at JP Morgan, where he was a Managing Director and Senior Banker before joining US. Trust in 2015. 

Terry is a graduate of St. John’s University. He is a member of The New York Society of Security Analysts and a past board member of the NYSE Institutional Advisory Committee. Terry serves on the Board of Directors of the Eastern Long Island Hospital Foundation and volunteers on the Friends of Mercy Hospital Committee. He also supports the Charlie’s Champions Foundation and is a member of the Long Island Farm Bureau. He lives on Long Island.

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Frances Beiro

Private Client Manager

631.547.7617

Key Contacts

Victoria Padala

631.547.7464

Mary K Avin

631.547.7632

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At U.S. Trust, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.