Beirne Wealth Consulting

John Beirne, Jr.

Founding Partner / Chief Investment Officer, CIMA®

BWC’s Founding Partner is a true industry pioneer and thought leader. Having specialized in Public Pension Fund Management for over 30 years, John Beirne was the first broker in the country to convince a public pension fund to use independent money managers in 1978. His vast institutional expertise also includes private pension plans, endowments, hospitals, foundations and 401(k)s. John founded Beirne Wealth Consulting after a 46-year career at Merrill Lynch, much of it as head of the Beirne Wealth Management Group.

John holds a Certified Investment Management Analyst (CIMA^®) designation from the Wharton School of Business.

He is a 1965 graduate of the University of Connecticut where he received a degree in Economics. He also attended the Business Graduate School at the University of Bridgeport where he studied Corporate Finance. John is a certificate recipient from the Wharton School of Business at the University of Pennsylvania for Pension Fund and Money Management. He has also studied abroad at the INSEAD School in Fontainebleau, France specializing in Global Corporate Finance.

John has been a member of Investment Management Consultants Association (IMCA) since 1987. He received the Business Person of the Year Award in 1986 by the Milford Chamber of Commerce. In addition, John is a Trustee at the Hamden Hall Country Day School in Hamden, CT where his responsibilities include monitoring the school’s endowment fund. John is also a board member of the First Tee of Connecticut and of the Connecticut Yankee Council Boy Scouts of America.

JBeirne AT BeirneWealth DOT com

James A. Betzig

Partner, Chief Operating Officer, CIMA®

As Partner and Chief Operating Officer of Beirne Wealth Consulting, Jim specializes in working with both institutional and individual clients, assisting in financial planning, asset allocation, tax-free investing, manager searches and selection, and liability management.

Jim holds Series 7, 63 and 65 licenses as well as his Life and Health Insurance license. He also received the Certified Investment Management Analysts (CIMA^®) designation from the Wharton School of Business.

Jim met John in 1994 when he joined Merrill Lynch. Together, they created the Beirne Wealth Management Group at Merrill Lynch in 2000, where Jim was Vice President, Wealth Management Advisor.

He holds a Bachelor of Arts from Trinity College in Economics and History. Jim has been a member of the Investment Management Consultants Association (IMCA) since 2001, and was named one of Connecticut Magazine’s Top Financial Advisors in both 2010 and 2011.

Jim lives in Milford, CT and enjoys spending time with his wife, Sandy, and their three children.

JBetzig AT BeirneWealth DOT com

John-Oliver Beirne

Partner, Chief Strategist, CRPC®

John-Oliver Beirne brings a fresh point of view as Partner and Chief Strategist at Beirne Wealth Consulting. In his role as Chief Strategist, John-Oliver is responsible for leading the team in the right direction, determining strategy for its investment process, ensuring that the investment philosophy of the firm permeates throughout all institutional portfolios and oversight of institutional portfolios and investment strategies.

John-Oliver joined Merrill Lynch in 2009. Prior to joining Beirne Wealth Consulting, John-Oliver worked as an investment analyst for Bowen Capital Management, a hedge fund in Hong Kong where he covered the Asian markets, in particular, Hong Kong, China, Vietnam, Taiwan, Japan and Thailand, analyzing the viability of investing in various companies there. Before going global, John-Oliver worked at Merrill Lynch and WP Stewart and Co. in New York.

John-Oliver holds a Bachelor of Business Administration from Southern Methodist University, where he studied Finance and Chinese.

JOBeirne AT BeirneWealth DOT com

Dana McLaughlin

Senior Wealth Advisor, CFP®

As a Senior Wealth Advisor, Dana is responsible for advising individual clients on financial organization, investments, retirement and education planning, trust asset management, and efficient wealth transfer. As life continuously evolves, Dana is a thoughtful and reliable partner for clients to listen, optimistically evaluate change, give meaningful reminders, to celebrate or console, to look forward and make a positive difference.

Dana holds Series 7, 63 and 31 licenses, Life, Accident, and Health Insurance licenses, and is an affiliate of the CT Partnership for Long Term Care. She has received the Accredited Asset Management Specialist^SM designation and the CERTIFIED FINANCIAL PLANNER^TM certification, recognized as the standard of excellence for personal financial planning.

Dana McLaughlin joined BWC after working as a Financial Advisor with the investment firm A.G. Edwards since 2005 – known today as Wells Fargo Advisors, LLC in Westport, CT. Dana has also served as speaker on retirement and estate planning strategies in Fairfield County.

Her free time is spent enjoying the local coastal areas and exploring opportunities to practice anything from yoga and reiki, to running, golf, and riding horses in the hunter/jumper equestrian discipline.

DMcLaughlin AT BeirneWealth DOT com

Eric Passeri

Portfolio Manager

As Portfolio Manager at Beirne Wealth Consulting, Eric is responsible for the day-to-day operations of accounts. In addition, he is head of trading and fixed income accounts and works closely with Jim Betzig on new business development and client relationship management.

Eric has spent over 25 years in the financial services arena. He began his career at Merrill Lynch in 1987 and started working with the Beirne team there in July of 2010. He is Series 7, 63 and 65 registered.

Eric is a graduate of Fairfield University with a B.A. in Economics. When he’s not busy managing clients’ portfolios, Eric enjoys spending time with his wife and two children and playing golf.

EPasseri AT BeirneWealth DOT com

Phil Sloan Sr.

Institutional Consultant

Prior to joining BWC, he was a Managing Director at Fox Asset Management.  At Fox, Sloan developed relationships with major institutional consultants and brokerage firms and served as an active member of the management and strategy committees.  An institutional consulting pioneer with over 40 years of experience, Sloan has shared his principles for serving as an effective institutional consultant with many professionals over his career.  Sloan has led institutional consulting organizations, as the Vice President of Institutional Sales for MBIA, the Vice President of Managed Accounts at Paine Webber, and a Vice President at Merrill Lynch.

PSloan AT BeirneWealth DOT com

Jerilyn Shannon

Compliance Officer, MBA

As the Compliance Officer, Jerilyn will oversee the Compliance Program. She will function as an independent and objective body that reviews and evaluates compliance issues/concerns within the organization. Jerilyn will ensure that the employees are in compliance with the rules and regulations of regulatory agencies, that company policies and procedures are being followed, and that behavior in the organization meets the company’s Standards of Conduct.

Prior to joining Beirne Wealth Consulting, Jerilyn spent sixteen years as an Associate Consultant at Mercer Investment Consulting/Evaluation Associates. At Mercer, she worked with the Senior Consultants to evaluate, interpret and present client fund performance on a monthly and quarterly basis. She also conducted asset allocation studies to determine client’s optimal asset mix based on their risk profiles and financial goals.  Jerilyn prepared and coordinated manager searches for all major asset classes and orchestrated transition when necessary. On a quarterly basis, she would run various database charts and risk return graphs for her clients and responded to requests from group members, including special projects.

Jerilyn holds a B.S. in Applied Actuarial Mathematics from Bryant University and a MBA in Finance from Sacred Heart University.

She lives in Milford, CT and enjoys spending her free time with her husband, Mike, and their two sons, MJ and John.

JShannon AT BeirneWealth DOT com

Jana Moebius L’Etoile

Director of Private Client Services

With over 14 years of experience in Operations and Sales Support, Jana is responsible for office management at BWC. A pro at servicing clients with opening accounts, transferring funds, and providing and answering questions about statements, she also excels at organizing and coordinating all office operations, including administration and technology for our private client base. In addition, Jana is Series 7 and Series 66 registered.

Prior to joining Beirne Wealth Consulting, Jana spent over 12 years as Senior Registered Client Associate and Office Manager for the Beirne Wealth Management Group at Merrill Lynch. She attended Central Connecticut State University.

When not devoting her time to her clients, Jana and her husband run “JML Jumpers,” a business dedicated to enhancing the lives of children’s play time at local schools and around the community. She lives in Cromwell, CT with her husband, Josh, and their son, Kyle.

JLetoile AT BeirneWealth. DOT com

Richard DeFrancesco

Director of Institutional Relations

Prior to joining the firm, DeFrancesco was an Associate at Mercer Investment Consulting/Evaluation Associates. At Mercer, DeFrancesco worked to improve efficiencies within the team’s processes while also focusing on client portfolio analysis and manager performance. He also worked to audit current processes and worked to streamline and improve efficiencies. DeFrancesco was responsible to plan, delegate, organize, implement and monitor the institutional workload and procedures. An institutional consulting expert, DeFrancesco has shared his principles for serving as an effective institutional consultant with many professionals over his career. He will continue these skills and tasks as a member of Beirne Wealth Consulting.

Richard holds a B.S. in Finance with a double minor in Economics and Computer Information Systems from Quinnipiac University.

RDeFrancesco AT BeirneWealth DOT com

Cristina Moalli

Client Relationship Manager

In her role as Client Relationship Manager at BWC, Cristina is the main point of contact with both our institutional and retail clients. Cristina is a real go-getter, continually taking it upon herself to assume more responsibilities. In addition to her already busy schedule, she also provides administrative assistance to the team and is adopting an HR role as our Benefits Administrator.

After graduating from Quinnipiac University with a B.S. in Business Management, Cristina worked as Administrative Assistant to the CEO of the Quinnipiac Bank & Trust until joining the Beirne team in 2007.

In her previous, less busy life, Cristina was a community activist involved in such groups as the Italian Youth Organization, where she performed community service and helped raise money for student scholarships. She also was active in her sorority’s philanthropy events benefiting The National Kidney Foundation.

In what little spare time she has, Cristina loves to cook and travel, especially to Italy. She always makes time for her husband, Steve and her Chihuahua, Buddy. They currently live in Northford, CT where they enjoying sharing time and entertaining family and friends.

 

CMoalli AT BeirneWealth DOT com

Lindsey E. Allard

Institution Relationship Manager, MBA

Lindsey Allard is Series 7 and Series 66 registered and specializes in providing exceptional client service to our institutional clientele. In addition to her client service skills, Lindsey’s responsibilities include client reporting technology, general technology and operational support for all institutional relationships in charge of CRM. A tall order for someone with only six years in the industry and Lindsey handles it all with the expertise and wisdom of someone with far more experience.

Lindsey holds a B.A. in Psychology from Eastern Connecticut State University and an MBA with a concentration in Finance from Quinnipiac University.

For relaxation, Lindsey loves to cozy up with a good book or work out at the gym. But her first love is spending time with her husband, Brad, and her son, Ryan Jackson.

LAllard AT BeirneWealth DOT com

Vincent Santorella

Junior Analyst, MBA

Vincent Santorella is a Junior Analyst who is responsible for conducting research on best business practices and market trends. Vincent will be gathering, documenting and preparing monthly and quarterly investment performance analysis reports for our institutional clients. Vincent will also be helping our company with various marketing initiatives to identify new business opportunities.

In the past, Vincent has worked for TMCnet as a Business Development Intern and Frontier Communications Corporation as an Internet and E-Commerce Intern. Vincent was also highly involved with his fraternity at college where he served on the Executive Board and as a Committee Chairman.

Vincent holds a B.S. and an MBA from Quinnipiac University in Hamden, CT. In his spare time, Vincent likes to play sports, travel and spend time with his family and friends.

VSantorella AT BeirneWealth DOT com

Vivian Phelan

Client Concierge

Vivian Phelan currently attends Southern Connecticut State University where she is completing a Bachelor’s degree in Business Administration with a concentration in Finance and a minor in Psychology. Aside from working and attending school, Vivian holds the position of Production Director at WSIN Radio where she helps manage the station. Her future plans include pursuing graduate school for an MBA and recording a full length album. In her spare time, she enjoys writing and recording music, reading and traveling.

VPhelan AT BeirneWealth DOT com