John F. McLaughlin, CFA

John McLaughlin is a Senior Vice President and Portfolio Manager overseeing Tax-Managed Strategies and Transitions for Bernstein Private Wealth. He focuses on improving after-tax outcomes for clients through effective tax and transition management. John is the co-creator and a Portfolio Manager for PaTH US Equity, Bernstein’s direct indexing, tax-loss-harvesting strategy. John has authored and contributed to the firm’s published research on various topics, including income and estate-tax planning strategies and planning for cross-border families. He joined the firm in 2005 and has held several key roles, including a member of the Wealth Strategies Group from 2008 to 2021, national director in the Investment Strategy Group from 2021 to 2023, and has been part of the Tax-Managed Strategies team since its inception in 2024. John earned his BS in finance from Georgetown University and has been a Chartered Financial Analyst (CFA) charterholder since 2009.