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Who We Are

Portrait of Jack O’Loughlin
Managing Director

Jack O’Loughlin, CFA

Business owners need complete and objective information to make fully informed decisions about succession planning and ownership transition.

With four decades of banking, corporate finance and advisory experience and deep knowledge of the ESOP ecosystem, Jack has built Old Harbor Advisors around three core principles: confidentiality, education, and transparency.

LinkedIn: Jack O’Loughlin, CFA (opens in a new tab) An Open Letter From Jack
Jack O’Loughlin, CFA

Professional Qualifications

Education

  • Tuck School of Business at Dartmouth — MBA, Accounting and Finance, 1983
  • Columbia University — BA, Economics, 1981
  • Roxbury Latin School — 1977

Experience

  • Huntington Bank — 2010-2022
  • KeyBanc Capital Markets — 2004-2010
  • BofA (and predecessors) — 1983-2004 

Professional Designations

  • Chartered Financial Analyst (CFA)
  • Certified Employee Ownership Advisor (CEOA)

Professional Memberships & Affiliations

  • The ESOP Association, New England Chapter
  • CFA Society Boston
Our External Partners

Behind Old Harbor Advisors is a group of trusted professionals who have provided advice, perspective and support as OHA was developed and launched.

Meet Our External Partners
Next Steps

Let’s Start a Conversation

Your succession planning requires a clear understanding of the alternatives.
Our role is to help you understand those alternatives, evaluate the tradeoffs, and determine if Employee Ownership is a path worth exploring.

Your conversation with Old Harbor Advisors is confidential. There is no fee, no obligation, and no need to share sensitive company information at this stage.

Learn About the Process Explore the Owner Path Start a Confidential Conversation