TO START, WHERE ARE YOU FROM AND WHERE DO YOU LIVE NOW?
I was born and raised in North Haven, CT and currently reside there.
HOW DID YOU GET YOUR START IN THE FINANCE INDUSTRY? WHAT ARE SOME PREVIOUS ROLES YOU HELD THROUGHOUT YOUR CAREER?
I have always been interested in Finance. I remember as a child trying to buy/sell/trade baseball cards based on value and desire. I graduated with a Finance degree from Quinnipiac and took a job at Evaluation Associates where I specialized in performance reporting. Years later, I was leading the Connecticut performance group for one the largest investment consultants in the world.
WHEN YOU AREN’T WORKING, WHAT DO YOU LIKE TO DO FOR FUN?
I mostly spend time with my children and mix in some dinners with friends and family.
WHAT IS THE BEST ADVICE THAT ANYONE EVER GAVE YOU WHEN IT COMES TO BUSINESS?
Just because it was always done one way, does not mean it is right.
WHAT IS A TYPICAL DAY LIKE FOR YOU AT WORK?
I usually get in to work early and start to plan my day. I like to be prepared for everything. Other than that, no two days are the same for me.
WHAT WAS THE BEST CONCERT THAT YOU EVER ATTENDED?
There are a lot to choose from here. The two that stand out are Paul McCartney at Yankee Stadium and Guns & Roses at the Meadowlands. I think I am going to have to go with Guns & Roses, it was the return of Axel.
WHAT IS YOUR FAVORITE TRIP THAT YOU HAVE EVER TAKEN? WHAT DESTINATION IS ON YOUR BUCKET LIST?
For my honeymoon we went on a Mediterranean cruise and stopped in Spain, France, Italy and Croatia, that was definitely my favorite. For a destination bucket list, I would love to go to Bora Bora(I am not sure I will ever be able to handle that flight though)
WHAT IS YOUR FAVORITE TYPE OF FOOD, AND WHAT IS THE BEST MEAL THAT YOU HAVE EVER EATEN?
I really like pizza and fortunately my kids do too, so I eat a lot of pizza. As for the best meal, anything my grandmother used to cook for me would top that list. She was an amazing cook.
WHAT IS YOUR FAVORITE HOLIDAY AND WHY?
I always enjoyed Thanksgiving as it allows you to reflect and give thanks for what you have. Now that I have young children, I have to say Christmas. Seeing them so excited is priceless and makes the holiday so much more enjoyable.
WHEN ARE YOU HAPPIEST?
I am happiest when I feel a sense of accomplishment.
WHAT WOULD YOU DO IF YOU WON THE LOTTERY?
I would call John Beirne and ask him what I should do.
WHAT WOULD A PERFECT DAY LOOK LIKE?
Any day where my loved ones are happy and healthy is a perfect day for me.
CAN YOU GIVE ME A QUOTE THAT CAN RELATE YOUR VIEW OF LIFE TO?
"Whatever you are, be a good one."
– Abraham Lincoln
YOU’RE GIVEN THE ABILITY TO HAVE DINNER WITH ANYBODY IN THE WORLD (REAL, FICTIONAL- DEAD OR ALIVE). WHO WOULD YOU CHOOSE AND WHY?
Frank Sinatra, that guy would have some interesting stories!
IF YOU COULD HAVE ANY SUPERPOWER IN THE WORLD, WHAT WOULD IT BE? WHY?
I would enjoy the ability to see into the future, I think it would help me prioritize what is important and act appropriately. There would also be some pretty obvious financial benefits to this.
IF YOU COULD BE ANY ANIMAL IN THE WORLD, WHAT ANIMAL WOULD YOU BE? AND WHY?
This is a tricky one, I am going to have to say a bald eagle for this question. The ability to fly sounds like fun. I could accomplish this with a regular bird but how much cooler and more American is a bald eagle?
About Beirne Wealth Consulting Services, LLC – www.beirnewealth.com
Beirne Wealth Consulting Services, LLC (“BWC”) is a privately owned, SEC Registered Investment Advisor with offices in Connecticut and Pennsylvania. 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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