John F. McLaughlin, CFA

John F. McLaughlin, CFA

National Director—Tax and Index Strategies

17 Years at AB
17 Years of experience

John F. McLaughlin is a National Director on the Tax and Index Strategy Team in Bernstein’s Investment Strategy Group. As a member of the Tax and Index Strategy Team, he focuses on creating better after-tax outcomes for clients. John is the co-creator and a Portfolio Manager for PaTH US Equity, Bernstein’s direct index, tax loss harvesting strategy. He has been the author of and a contributor to the firm’s published research on several topics, including income- and estate-tax planning strategies and planning for cross-border families. John joined the firm in 2005, was a member of the Wealth Strategies Group from 2008 through 2021 and has been a National Director in the Investment Strategy Group since 2021. He earned his BS in finance from Georgetown University. John is a Chartered Financial Analyst charterholder since 2009.