BEIRNE WEALTH CONSULTING SERVICES, LLC HAS ANNOUNCED THAT RICHARD DEFRANCESCO JR. HAS BEEN PROMOTED TO CHIEF OPERATING OFFICER.
Richard (JR) will be responsible for day-to-day operation strategies and business growth; including accounting, compliance, Human Resources and IT. He will develop, refine, and implement comprehensive and efficient business approaches to ensure that the firm delivers an outstanding client experience at all times. Recently, JR played an integral part in bringing BWC completely independent and 100% 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 his steadfast focus on relationships and collaboration. JR particularly enjoys the challenge of working to improve efficiencies within the BWC team processes.
JR’s previous roles were focused around client servicing and performance reporting for large institutional investors. Prior to joining BWC, JR spent eight years with Mercer Investment Consulting, Inc., where he was leading 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 at Quinnipiac University. Most recently, JR completed the Wharton Finance for Executives Program at the University of Pennsylvania’s Wharton School (picture below) and is pursuing enrollment into similar programs.
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.
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.