We are a dedicated team of financial services professionals. We take pride in our work and we do that work with passion on behalf of our clients. That is, after all, what it means to be a fiduciary.
We take that word and the responsibility inherent in it very seriously. To us, it also means that you matter. That your financial health matters. That your goals matter.
And it means that we put you first.
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, 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. In his previous positions, 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.
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 for 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.
MMorelli@beirnewealth.com
Storytelling has been a lifelong passion for Meaghan. It is the bedrock of human communication. It moves audiences to feel and to act. And it’s a passion she’s turned into an award-winning marketing career.
She joined Beirne Wealth Consulting in 2022 as Partner and Chief Marketing Officer. As such, her singular focus is to responsibly grow the firm at scale by augmenting and enhancing the firm’s external communications in strategic ways that will reach new qualified audiences.
Meaghan came to BWC from Goldman Sachs, where she served as a Senior VP of Global Marketing. During her tenure at the legendary Wall Street firm, she built out a robust and diverse team, and led the social media strategies of multiple global campaigns as well as for the some of the firm's senior-most leadership.
Prior to her time in the Financial Services industry, she led multiple digital and social marketing creative strategies and teams on both the agency and the client side on a variety of international brands, including Subway Restaurants, Arm & Hammer, and Trojan.
Meaghan graduated from the University of Toledo with a degree in Theater Performance. And though she's no longer pursuing a career wherein Shakespeare figures prominently, she does try to bring a theatrical flourish to her work and life.
She is an avid outdoor runner, an aspiring author, an advocate for women and children affected by domestic violence, and mom to a fantastic daughter. (She's also a huge fan of bubblegum and grapefruit seltzer.)
If she had to do it all over again, she wouldn't change a thing.
Reilly joined BWC in 2012. He is a Chihuahua who relocated from his native Nebraska to Connecticut in 2012 to pursue his role with the firm. Reilly's affable nature makes him a welcome addition to the team and he happily engages with his toys and his colleagues alike.
When he's not occupied in our offices, you can generally find Reilly exploring on long walks or enjoying a well-earned nap.
