Beirne Wealth Consulting Services, LLC Hires New Director, Associate
BWC Expands Team with Addition of Director and Associate
Friday, March 8, 2019
Beirne Wealth Consulting Services, LLC (BWC) has announced that Charles Jama has joined the firm as a Director in the Shelton, Connecticut Office. Charles will oversee day to day operations at the firm and works with the COO to structure and manage firm operations.
Charles is also responsible for managing work flow between multiple offices, overseeing client servicing, identifying and executing business objectives, and coordinating the firm’s internal communication system.
Prior to joining BWC, Charles worked at Willis Towers Watson for 8 years. During his first 4 years there, he was an analyst within the health and benefits department. For the past 4 years, Charles was an associate for the Global Financial Services division. Charles was also an integral member of the WTW Connexions Network. Charles worked to design internal events in the New York Metro Area to increase workplace camaraderie, productivity, and colleague education. He assisted in planning and executing events that incorporated WTW colleagues, clients, and Inspirica (largest Stamford charity partner) with the goal of helping them achieve its mission: Moving People from Homelessness to Home.
Charles is a member of the Business Council of Fairfield County, “A Better Chance” scholar, and a career counseling lead with the Elmira College Alumni, NYC Chapter, where he graduated in 2007 with a BS in Business Administration. While attending Elmira College, Charles founded the Elmira College Young Alumni Event and was a member of the Elmira College Men’s Golf Team.
Alongside the hiring of Charles, BWC is pleased to welcome back former associate, Rob Bier.
As an associate and registered investment advisor at BWC, Rob works with private clients, defined contribution plans, and institutional accounts to asses and service their needs. His responsibilities include client asset allocation review and development, investment due diligence, creating and monitoring individual financial plans, and designing and implementing employer-sponsored retirement plans. Rob is Series 65 registered and insurance licensed. He is also a candidate for the Level I Chartered Financial Analyst (CFA) designation.
Prior to joining BWC, Rob served as a financial representative at Northwestern Mutual.
Rob received his Bachelor’s degree in Economics from Drew University, where he was also a member of the Rangers basketball team. While at Drew, he was able to pursue his passion for the financial services industry through the university’s Wall Street Semester Program. In addition, Rob co-founded and served as president for The Fund, the student-run investment group on campus.
About Beirne Wealth Consulting Services, LLC
Beirne Wealth Consulting Services, LLC (“BWC”) is a growing, privately owned, SEC Registered Investment Advisor with office locations 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.