• Outcomes matter.         Trust is earned.

    Outcomes matter.
    Trust is earned.

BWC Announces New Chief Operating Officer

Friday, January 15, 2016

Beirne Wealth Consulting LLC has announced that Tricia Brady has joined the firm as a Chief Operating Officer in the Milford, Connecticut office.

 Tricia will be responsible for day-to-day operation strategies and business growth. She will develop, refine, and implement comprehensive and efficient business approaches to ensure that the firm delivers an outstanding client experience at all times.

Tricia’s passion for leading a team to achieve the highest possible purpose is rooted in her extensive business, financial, and operations experience and her steadfast focus on relationships and collaboration. 

Prior to joining Beirne Wealth Consulting, Tricia spent over 20 years building a career devoted to marketing strategy, operations management and service excellence.  Most recently, she served as vice president of relationship management with Ascensus. Before that, she was director of operations at Barnum Financial Group/MetLife. In her earlier career, she held positions of increasing marketing responsibility for Dreyfus Service Corporation, American Skandia/Prudential Financial, and Neuberger & Berman.

Tricia graduated from Manhattanville College with a bachelor’s degree in management and Fordham Graduate School with an MBA in marketing. She also holds the Series 7, 63, 65 and 24 securities licenses.

In the community, Tricia serves as a national nominating committee member of National Charity League. She resides in Fairfield, Connecticut with her husband, James, and their four children. 

About Beirne Wealth Consulting Services, LLC

Beirne Wealth Consulting Services, LLC (“BWC”) is a growing, privately owned, SEC Registered Investment Advisor with about $2 billion in assets under management and over 25 employees in Connecticut, Pennsylvania and Florida. BWC provides independent, fee-based investment management services and customized financial planning solutions. Our institutional business provides consulting expertise to defined benefit and defined contribution plans, endowments, foundations and non-profit organizations. Our private clients include high net-worth individuals and prominent families, many of whom bring complex wealth management challenges and multigenerational planning needs. For more information, please visit www.beirnewealth.com or give us a call today at 888-231-6372.

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