New York

Rob Laughlin

Group Director - Private Capital Services

Rob joined JTC as part of JTC’s acquisition of the global fiduciary and trust administration services business from Citi in 2025.


Get in touch with Rob

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Highlights

His primary responsibility is to continue to partner with Citi Wealth, leading the strategic relationship globally between the two world-class firms, and supporting key clients around the world.

Recognised for building innovative and engaged teams which continuously deliver the highest level of service excellence, meeting and exceeding financial goals, Robert is a collaborative and trusted advisor to Family Offices and UNHW Families. He has a proven a track record of leading teams of financial, governance, and other professionals, serving the needs of UNHW families with a focus on preserving legacies. He takes a holistic view of finance, trust requirements, and family needs to ensure the peaceful and continued prosperity of family assets.

Before his current role at JTC, Rob held the position of Global Head of Trust and Wealth Planning at Citi Trust*. Rob joined Citi Private Bank in 2011 and his additional roles included acting as Regional Market Manager – New York, where he was directly responsible for leading a team of Private Bankers which served many of the wealthiest families in New York City and Long Island, after holding a similar role in the firm’s Southern California and Arizona markets.

Before joining Citi Private Bank, Rob spent seven years collectively with Neuberger Berman and Lehman Brothers trust companies where he was Chairman and President. Before Neuberger Berman, Rob spent over 10 years with J P Morgan Private Bank in various leadership positions, including head of the firm’s Delaware and international fiduciary businesses. He has over 30 years of professional experience, including work as a trust and estate associate with the law firm of Chadbourne & Parke and as a senior accountant at Deloitte & Touche.

* Citi Trust is a service mark of Citigroup Inc. used under licence.

In their spare time

Rob enjoys spending family time with his wife and two children as well as outdoor pursuits such as golf, skiing and exercise generally.

Qualifications

  • BS in Accounting from Syracuse University
  • JD from Fordham University School of Law and earned his CPA
  • A member of the Society of Trust and Estate Professionals
  • Serves on the board of the Double H Ranch, a charitable organisation dedicated to serving children with life threatening diseases
  • Advisory Council Member of the Syracuse University Whitman School of Management
  • Holds a series 7 (the GCRE examination) and 66 securities licences.

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