Caleb Rich joined the firm in March 2025 as a Private Client Service Associate, bringing over seven years of experience in the industry and supporting ultra-high-net-worth clients. Caleb plays a vital role on our Client Service Team ensuring that each client receives the personalized attention, seamless support, and high-touch service that defines our firm. His broad experience, keen attention to detail, and strong problem-solving abilities combined with his proactive communication skills make him an asset to the firm and a valued point of contact for our private wealth clients. Caleb’s manages a range of responsibilities including onboarding new relationships, handling day-to-day service needs, preparing for advisory client meetings and attending when needed ensuring timely and thorough follow-up, and contributing to firmwide efforts to improve operational efficiencies. He is deeply committed to providing personalized support and building strong, lasting relationships with each client.
Before joining McLaughlin Private Wealth, Caleb spent over four years as a Senior Client Service Associate at JPMorgan Private Bank, where he served as a primary contact and liaison between clients, front office partners, and operations teams for over 200 ultra-high-net-worth individuals with a wide range of complex service needs. Caleb also spent four years prior in a financial planning and advisory capacity at a Delaware-based wealth management firm where he managed over 150+ client relationships across multiple business channels. He brings a strong blend of relationship management, sophisticated private client service, and operational expertise to our team. His unique perspective in both advisory and service roles gives him a deep understanding of the full client experience from strategy to execution, bringing a solid foundation to serving our clients.
Caleb holds FINRA Series 7 and 66 securities licenses with LPL Financial and earned his B.S. in Business Administration from Liberty University. He resides Sewell, NJ with his wife, Catie, and their three daughters - Meredith, Ellie, and Cara. Their family also includes their beloved dog, Bear. Outside of work, he has a passion for music, animals, and college football.