John P. (Jack) O'Loughlin, CFA

First generation American started working as a caddie at age 11

BA Columbia Economics 1981

MBA Dartmouth Finance 1983

CFA 1996

Four decades as a banker working with owners and managers on corporate financial matters of all shapes and sizes.

**Every business has a unique...

**I started Old Harbor Advisors because of the lack of information and visibility about Employee Ownership generally and ESOP’s in particular. I’d had an ESOP as a client and was exposed to the best “Win, win, win!” in the American economic system. But the magic of EO in private companies was...

**My role is to educate owners and advisors about EO. Begin the confidential discussions and analysis this process requires. I help them determine if...