Beirne Wealth Consulting Services, LLC (BWC) has announced that Elizabeth Garnto AWMA®, has been promoted to Chief Compliance Officer.
As Chief Compliance Officer, Elizabeth is primarily responsible for establishing standards and implementing procedures to ensure the firm complies with all regulatory requirements. Elizabeth oversees employees adhere to firm compliance policies and procedures.
Elizabeth was previously the Director of Client Services. In this role, she provided service to institutional and high-net-worth clients and administrative support in the Allentown, Pennsylvania office. Elizabeth was also responsible for the day-to-day operations of the PA office.
Prior to joining BWC in 2014, Elizabeth spent nearly four years as a registered associate with Morgan Stanley, as part of the Englebert team. She began her financial services career in 1999 at Solomon Smith Barney, transferring to UBS in 2000, and has worked as a member of teams providing administrative and trade support to high-net-worth and institutional clients, both domestic and international.
Elizabeth earned a bachelor’s degree in business administration from Muhlenberg College in Allentown. She is bilingual English-Spanish. She holds the Series 65 securities license; life and health insurance license; and is a licensed Pennsylvania notary. Elizabeth received the Accredited Wealth Management Advisor (AWMA®) professional designation from the College of Financial Planning in 2016.
To support the community, she has served as a Hospice patient volunteer and on the Emmaus Arts Commission. Elizabeth loves dancing, gardening, personal fitness and spending time with her family. She lives in Emmaus, Pennsylvania with her husband Bruce, their four daughters and their family pets.
With Elizabeth’s promotion, if you are a client of BWC’s Pennsylvania office, please direct all of your client service requests to Jamie Englebert moving forward. Jamie can be reached by phone at (610) 295-1085 and by email at JEnglebert@beirnewealth.com.
Congratulations to Elizabeth on the new position!
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.