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Meet the Team

A passionate group of individuals dedicated to serving your best interests

About Beirne Wealth Consulting Services, LLC

Beirne Wealth Consulting Services, LLC (“BWC”) is a growing, privately owned, SEC Registered Investment Advisor*. As a growing, privately-owned firm with offices in Connecticut, Pennsylvania and Florida, we provide independent, fee-based wealth management services and innovative financial strategies.

Our institutional business provides consulting expertise to defined benefit and defined contribution plans, endowments, foundations and nonprofits. Our private clients include wealthy individuals and prominent families — many who have complex wealth management challenges and multigenerational planning needs.

*Registration does not imply level of skill or training.


John Beirne, Jr., CIMA® Photo
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John Beirne, Jr., CIMA®

Chief Investment Officer

John Beirne, Jr., CIMA®

Founding Partner

Chief Investment Officer

JBeirne@BeirneWealth.com 

John Beirne established Beirne Wealth Consulting Services, LLC (BWC) in 2012 based on his philosophy that doing what is in the best interests of clients is always mutually-beneficial over the long-run. While this might sound like common sense, back when he had first started his career, it made him a true pioneer and thought leader. He was the first broker in the country to convince a public pension fund to use independent money managers in 1978, a gutsy recommendation that proved highly successful for both the client and his firm.

For most of John’s 50-year career in financial services, he has specialized in public pension fund management. His vast institutional expertise also includes private pension plans, endowments, hospitals, foundations and 401(k) plans. He founded BWC after 46 years at Merrill Lynch, where he served as head of 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 bachelor’s degree in economics. He also attended the business graduate school at the University of Bridgeport, where he studied corporate finance. He is a certificate recipient of the Wharton School of Business at the University of Pennsylvania for pension fund and wealth management. 

John studied abroad at the INSEAD School in Fontainebleau, France, where he specialized in global corporate finance. Additionally, he has completed courses at Stanford and Harvard Universities. John has been a member of the Investment Management Consultants Association (IMCA) since 1987. In 2019, John was named a Barron’s Top 1200 Financial Advisor, Ranking 6th in CT. He received the Milford Chamber of Commerce's Business Person of the Year Award in 1986. Additionally, John is a trustee at the Hamden Hall Country Day School, where his responsibilities include monitoring the school’s endowment fund. He is also a First Tee of Connecticut board member and Connecticut Yankee Council Boy Scouts of America board member.

An avid golfer, John loves traveling, reading, biking, doing Bikram yoga and spending time with his family. He resides in Orange, Connecticut.



About Barron’s Top 1200 Financial Advisor Ranking
The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.  The number of ranking spots are distributed in proportion to state population and wealth. There were 36 ranking spots in Connecticut.
About Milford Chamber of Commerce Business Person of the Year
The Business Person of the Year is awarded by the Milford Regional Chamber of Commerce, Milford, CT. The community and Chamber of Commerce members are invited to submit nominations, which are reviewed by the appointed selection/nominating committee. The Business Person(s) of the Year is presented to an individual who has undertaken a successful business venture which has directly had a positive influence on some segment of Milford’s business community.


John-Oliver Beirne, CRPC® Photo
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John-Oliver Beirne, CRPC®

President

John-Oliver Beirne, CRPC®

Partner

President

JOBeirne@BeirneWealth.com 

John-Oliver Beirne, as partner and president of BWC, is responsible for leading the team in the right direction, determining a strategy for its investment process, ensuring that the firm's investment philosophy permeates throughout all institutional portfolios and providing oversight of institutional portfolios and investment strategies.

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

He holds a bachelor’s degree from Southern Methodist University — where he studied finance and Chinese — and an M.B.A. from the Yale University School of Management.


Richard (JR) DeFrancesco Photo
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Richard (JR) DeFrancesco

Chief Operating Officer

Richard (JR) DeFrancesco

Chief Operating Officer

RDeFrancesco@BeirneWealth.com 

JR is responsible for BWC’s day-to-day operation strategies and business growth, including accounting, human resources and IT. He develops, refines and implements comprehensive and efficient business approaches to ensure the firm delivers an outstanding client experience at all times. He also played an integral role in making BWC completely independent and 100 percent employee-owned.

JR’s passion for leading a team to achieve the highest possible purpose is rooted in his extensive business, financial and operations experience and focus on relationships and collaboration. He particularly enjoys the challenge of working to improve efficiencies within the BWC team's processes.

JR’s previous roles were focused around client servicing and performance reporting for large institutional relationships. Prior to joining BWC, he spent eight years with Mercer Investment Consulting, Inc., where he led the Connecticut office's performance reporting team. He earned a bachelor’s degree in finance with a double minor in economics and computer information systems from Quinnipiac University. Most recently, JR graduated from the General Management Program at the University of Pennsylvania's Wharton School. In his leisure time, JR enjoys sports and relaxing with his family and friends. He and his wife, Bryana, and their two kids live in North Haven, Connecticut.


Elizabeth Garnto, AWMA® Photo
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Elizabeth Garnto, AWMA®

Chief Compliance Officer

Elizabeth Garnto, AWMA®

Chief Compliance Officer

EGarnto@BeirneWealth.com 

What Elizabeth Garnto likes best about her work at BWC is the way she and her team are inspired to grow professionally and personally. She is particularly passionate about the firm’s commitment to offering independent, unbiased, client-focused service and investment strategies. As chief compliance officer, Elizabeth is primarily responsible for establishing standards and implementing procedures to ensure the firm complies with all regulatory requirements.

Prior to becoming CCO at BWC, Elizabeth was the director of client services. In this role, she provided service to institutional and high-net-worth clients and administrative support to the Allentown, Pennsylvania office. She was also responsible for the day-to-day operations of the Pennsylvania office.

Prior to joining BWC in 2014, Elizabeth spent nearly four years as a registered associate with Morgan Stanley. She began her financial services career in 1999 at Salomon Smith Barney, transferring to UBS in 2000, and has provided administrative and trade support to both domestic and international high-net-worth and institutional clients.

Elizabeth earned a bachelor’s degree in business administration from Muhlenberg College in Allentown and is bilingual in English and Spanish. She holds the FINRA Series 65 securities license, life and health insurance license and is a licensed Pennsylvania notary. She received the Accredited Wealth Management Advisor (AWMA®) designation from the College of Financial Planning in 2016.

To support the community, Elizabeth has served as a hospice patient volunteer and on the Emmaus Arts Commission. She currently volunteers as a board member for National Alliance on Mental Illness (NAMI)Lehigh Valley. Elizabeth loves dancing, gardening, working out and spending time with her family. She lives in Emmaus, Pennsylvania with her husband, Bruce, their four daughters and their family pets.


Lindsey Allard, MBA, AWMA® Photo
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Lindsey Allard, MBA, AWMA®

Managing Director

Lindsey Allard, MBA, AWMA®

Managing director

LAllard@BeirneWealth.com 

As the firm’s Managing Director, Lindsey proactively delivers BWC’s client service model as well as provides oversight of the operations and client servicing teams to ensure fluid daily workflow while developing and attaining long-term company objectives.  Lindsey has been strategically working alongside the firm’s Founding Partner, John Beirne, and BWC’s President, John Oliver Beirne, for many years fulfilling a multitude of roles and responsibilities throughout her tenure.  Lindsey’s main focus is to provide both meaningful solutions and service to BWC clients and as a result, building lifelong relationships.

Lindsey has performed admirably in her academic pursuits and as an investment advisor. Understanding the nuances of the markets and client needs requires hard work and dedication to a higher degree, which Lindsey has committed to performing at the highest level. Her ability to understand client investment needs can result in a relationship with a person who they can have and build trust with on a long-term basis.

Lindsey has been an invaluable member of BWC since its inception in January 2012. Upon the team departing Merrill Lynch Bank of America (“MLBOA”), Lindsey took on the role of Director of Institutional Relations and was instrumental in the transition of the municipal and corporate pension fund clients from MLBOA to Beirne Wealth Consulting. After several years in that capacity, Lindsey joined the advisory team at the request of the BWC partners.  She received the Accredited Wealth Management Advisor (AWMA®) professional designation from the College of Financial Planning in 2016.  Lindsey graduated from Boston University’s Financial Planning Program in 2017. As an Accredited Wealth Management Advisor®, Lindsey provides financial planning solutions and investment strategies to individuals and their families, as well as defined contribution and pension plans. Lindsey also leads the Alternative Investments implementation team. She is an advocate for female empowerment within the financial industry and has created the platform, Women on Wealth. Its mission is to serve as an infrastructure for women to excel both financially and personally. 

Prior to the establishment of BWC, Lindsey joined The Beirne Wealth Management Group of Merrill Lynch team in 2005. During her tenure at Merrill Lynch, as a Client Associate, she provided operational and sales support for both the team’s high net worth client base, as well as the municipal and private institutional client base. In 2007, she obtained a master of business administration degree from Quinnipiac University. After obtaining her Series 7 and Series 66 registrations, she became a Senior Registered Client Associate where she led the institutional operations team until the team’s departure in 2012.

In her leisure time, she enjoys exercising, travelling and most importantly spending her time with her family and friends. She resides in North Haven with her husband and two sons. 


Jeff Bradanini, MBA Photo
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Jeff Bradanini, MBA

Director of Marketing

Jeff Bradanini, MBA

Director of Marketing

JBradanini@BeirneWealth.com 

As director of marketing at BWC, Jeff Bradanini oversees all marketing efforts for the firm. He particularly enjoys the challenge of bringing in new clients while solidifying existing client relationships through consistent value-added communications. Jeff’s responsibilities include managing business development efforts, the RFP process, advertising, digital marketing, website management, social media, email marketing, content management, public relations and event planning. He is also studying for his FINRA Series 65 license and will eventually transition to be a financial advisor.

Jeff volunteers as a board member for the Ulbrich Boys and Girls Club where he is the Chairman of the Resource Development and Marketing Committee, the Friends of Yale New Haven Children's Hospital, the Cystic Fibrosis Foundation - CT Chapter, the Z Foundation for student athletes and SCYPE - Shoreline CT Young Professionals & Entrepreneurs.

Jeff was a special guest speaker at Barron's Top 1,200 Advisors conference and has been featured in Financial Advisor Magazine and Financial Advisor IQ. Prior to joining BWC in 2014, he was employed with MoGo Sport, where he served as a digital marketing director for nearly four years.

Jeff earned a bachelor’s degree in business administration and a master’s degree in marketing from Sacred Heart University, where he was a member of the varsity baseball team. An avid sports fan, he loves to cheer on the New York teams — the Yankees, Giants, Rangers and Knicks. In his spare time, he enjoys golfing, playing softball and spending time with his family and friends.



Important Disclosure
The Cystic Fibrosis Foundation’s Finest is an event honoring New Haven’s best and brightest outstanding professionals.  Honorees show exemplary leadership, are active in their communities, and have excelled in their profession or business. These leaders are not only making a positive local impact, they’re also committed to supporting the Foundation’s mission.  Please note that receipt of this, or any, award should not be construed by clients or prospective clients as a guarantee that they will experience a certain level of results if BWC is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of BWC by any of its clients. Receipt of this, or any, award is not indicative of the firm’s future performance.


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Phil Sloan

Institutional Consultant

Phil Sloan

Institutional Consultant

PSloan@BeirneWealth.com 

An industry expert with more than 40 years of experience, Phil Sloan has shared his principles with institutions and high-net-worth clients throughout the United States. Prior to joining BWC, he was a managing director and director of marketing at Fox Asset Management, where he developed relationships with major institutional consultants and brokerage firms and served as an active member of the management and strategy committees. 

Previously in his career, he led institutional consulting organizations as the vice president of institutional sales for MBIA, vice president of managed accounts at Paine Webber, and vice president and manager of consulting services at Merrill Lynch.


Taylor Garguilo Photo
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Taylor Garguilo

Manager

Taylor Garguilo

Manager

TGarguilo@BeirneWealth.com

In Taylor’s role as a member of BWC’s client service team, she is deeply committed to ensuring a successful and engaging experience for every client she works with and every advisor she supports.

She joined Beirne Wealth Consulting Services in 2014 as an administrative assistant. Her attention to detail, rapport-building skills and the positive energy she brings to our office and each client engagement resulted in her promotion to manager. Taylor also oversees the BWC internship program and assists with marketing and event planning.

Taylor serves as a key strategic liaison, working with clients and advisors to ensure an optimal client experience while assisting with new business, client service needs, alternative investments, cashiering requests and any necessary paperwork. Her client base includes individuals, families, institutions, foundations, endowments and organizations. 

She earned a Bachelor’s degree from Southern Connecticut State University with a concentration in business administration, finance and English. She is currently pursuing an MBA at SCSU, while studying for the FINRA Series 65 license. 

Taylor resides in North Haven, CT with her Golden Retriever named Cooper. Outside of work, she enjoys spending time with family and friends, exercising and traveling.


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Ashley Lynch

Manager

Ashley Lynch

Manager

ALynch@BeirneWealth.com 

Ashley is responsible for assisting in the implementation and daily support of the firm’s growing retirement and defined contribution client base. She serves as an advocate of service providers to monitor and ensure all service requests have been completed. Additionally, she assists in the creation of presentation materials while maintaining portfolios for existing clients.

Prior to joining BWC, Ashley spent four years in the telecom expense management industry at Tangoe, Inc. At Tangoe, Ashley served as a client services analyst, applying proper allocation coding, researching account variances and managing disputes with carriers on behalf of clients. She also provided presentation, reporting and other strategic initiative support.

Ashley is a graduate of Western Connecticut State University with a bachelor’s degree in communications. In her leisure time, she enjoys being by the beach and boating — anything that keeps her near the water. She lives in West Haven, Connecticut.


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Rob Bier

Advisor

Rob Bier

Advisor

RBier@BeirneWealth.com

As an Investment Advisor Representative at BWC, Rob Bier works with private clients, business owners and institutions. His responsibilities include client asset allocation review and the development, design and implementation of employer-sponsored retirement plans. Rob holds the FINRA Series 65 securities and life and health insurance license. He is also a candidate for the Level I Chartered Financial Analyst (CFA®) designation.

Prior to joining BWC, Rob served as a financial representative with Northwestern Mutual. He 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. He also co-founded and served as president for The Fund, the student-run investment group on campus. Rob’s leisure time is spent cheering on his favorite New York teams, the Mets and the Giants. He resides in Milford, Connecticut.

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Madison St. John

Junior Associate

Madison St. John

Junior Associate

Madison’s journey at Beirne Wealth Consulting began as an intern in February 2019. During her time as an intern, she learned the principles, methods and values that are essential to the day-to-day operations at BWC. Madison knew very quickly that BWC was a place she could see herself fitting in well and contributing to the success of the firm. Her past experience with direct client servicing prepared her well for joining the operations team at BWC.

In her current role as Junior Associate, Madison guides clients through the onboarding process, initiates and monitors account transfers, handles all aspects of account maintenance and helps maintain communication between clients and advisors. She strives to build trust and strong long-term relationships with BWC clients. For Madison, the best part of being a member of the BWC team is working with a talented and motivated group who are passionate about what they do and about the service they provide clients.

Madison is a recent graduate from Southern Connecticut State University with a Bachelor’s degree in Business Administration, with a concentration in Management.  She is planning to pursue her MBA in the upcoming year.

In her spare time, Madison enjoys spending time with her family and friends, time at the beach and traveling. She lives in Southington, Connecticut.


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Sam Burbank

Junior Associate

Sam Burbank

Junior Associate

Sam joined BWC in February 2019 as an intern and subsequently hired as a Junior Associate in October 2019. Sam offers technical and administrative support to the Beirne Wealth advisory team to fulfill the needs of the firm’s private clients, defined contribution plans, and defined benefit plans.  Sam further focuses on portfolio construction, fund and manager analysis, and performance reporting. He is also a regular attendee of the weekly BWC investment committee meetings. 

Sam is responsible for the firm’s technology support and interfaces directly with IT providers. He also oversees the firm’s media studio where he serves as the director of video production.

Sam graduated Magna Cum Laude from Sacred Heart University with a bachelor’s degree in Finance. During his time at Sacred Heart, he was a member of the men’s soccer club team. Prior to attending Sacred Heart University, Sam studied Mechanical Engineering at the University of New Hampshire.

Sam’s leisure time is spent enjoying the outdoors, from playing a round of golf to skiing. He currently resides in Stamford, CT.


Reilly Photo
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Reilly

Office Mascot

Reilly

Office Mascot


Reilly was born in Nebraska on July 30, 2012 and moved to Connecticut in September of 2012 to be the BWC Mascot. He won the Most Likable Award at the Focus Conference in 2013. Reilly likes to take naps, play with his toys and eat dog treats.