As executives, entrepreneurs and leaders, women play a more important role in the economy and the public life of New Haven and Connecticut than ever before. While there are thousands of female leaders, and their numbers are growing daily, some stand out from the crowd because of their achievements and commitment to lead by example and encourage others on the path to success.
Beirne Wealth Consulting Services, LLC (“BWC”) is pleased to announce the hiring of Samantha Hicks as the firm’s new Service Advisor and Manager. In her role as Service Advisor and Manager, Samantha will provide support through managing and gathering client information, working directly with clients to service their accounts, and assisting clients through the process of creating a tailored financial plan to meet the needs of their life and financial goals.
BWC was ranked by Financial Advisor Magazine as the #5 RIA in Connecticut and #213 RIA in the United States in 2020. This is the sixth year in a row that BWC has been ranked in the magazine’s ranking of top firms in the country.
Beirne Wealth Consulting Services, LLC (“BWC”) is proud to announce that Elizabeth Garnto, Chief Compliance Officer, has received the NRS Investment Adviser Certified Compliance Professional® (IACCP®) designation. The IACCP® designation is awarded to knowledgeable, experienced individuals who complete an instructor-led program of in-person and/or online study, pass a certifying examination, and meet its work experience, ethics and continuing education requirements.
BWC is proud to announce that John Beirne has been ranked as a Barron’s 2020 Top 1200 Financial Advisor again this year. Barron’s annual Top 1,200 ranking recognizes outstanding advisors from all 50 states, plus the District of Columbia. This is Barron’s largest, most comprehensive listing, and it encompasses everyone from independents, who own and operate their own practices, to employees of the big Wall Street firms.
COVID-19 Update: A Message from BWC President, John-Oliver Beirne