Matthew P. McLaughlin
CIMA®, CRPS®, PRP®
Graystone Consulting Middleton
Graystone Consulting Middleton is a member of the prestigious Graystone consulting – a business of Morgan Stanley – comprised of 44 highly-qualified, experienced institutional consulting teams located across North America and selected international locations. Graystone Consulting Middleton provides a complete range of investment advice to clients including foundations and endowments, corporate retirement plans, Taft-Hartley funds, healthcare organizations, state and local governments, family offices and private individuals. Their customized investment strategies are delivered by Institutional Consulting Directors, experienced investment professionals backed by a dedicated consulting team and the extensive resources of a leading provider of investment advice.
As a co-founder of the Graystone Consulting Team, Mr. McLaughlin has spent much of his 19-year career helping institutions and individuals meet their retirement planning challenges. For institutions, he provides comprehensive investment consulting solutions that encompass the identification, selection and ongoing monitoring of plan providers and investment options. For individuals he employs a customized wealth management approach that goes beyond investing to include such diverse disciplines as retirement income and estate planning.
Mr. McLaughlin’s Graystone Consulting Team has been recognized for its acumen by Institutional Investor and The 401(k) Wire, and in 2012 the team was named Retirement Plan Adviser Team of the Year by PLANSPONSOR Magazine
Client Plans: 30