Beirne.
Beirne. (CRD# 167103) is a financial advisory firm headquartered in Shelton, CT. They manage $1,135,235,910 in 1,136 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management1,135MILLION
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Total Number of Accounts1,136ACCOUNTS
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Average Account Value$999,327
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, FL, NJ, NY, PA, TX
For Lindsey Allard, a successful day is one in which she has the opportunity to go above and beyond for clients and exceed their expectations. What she enjoys most is her daily interactions with clients and seeing first hand how the BWC team can make a difference in their lives.
As an Accredited Wealth Management AdvisorSM , Lindsey provides financial planning solutions and investment strategies to individuals and their families. She also manages the implementation and daily operations of the firm’s Alternative Investments area for the high net worth client base. In addition to her role as an advisor, she is the firm’s corporate event planner. Lindsey plays an active role with several local charities as a representative of BWC.
Lindsey joined the Beirne Group of Merrill Lynch as a senior registered client associate in 2005. During her seven year tenure with the Beirne Group of Merrill Lynch, she led the institutional operations team. In 2012, Lindsey transitioned to Beirne Wealth Consulting as the team’s director of institutional relations.
Lindsey holds a bachelor’s degree in psychology from Eastern Connecticut State University and a master of business administration degree with a concentration in finance from Quinnipiac University.
In her leisure time, Lindsey enjoys spending time with her husband and two sons, exercising, travelling, and reading. She is also involved personally with several charities that are very close to her heart.
John Beirne (CRD# 17064) is an Investment Advisor Representative working at Beirne. in Shelton, CT and has over 43 years of experience in the finance industry.
John-oliver Beirne (CRD# 5737703) is an Investment Advisor Representative working at Beirne. in Shelton, CT and has over 14 years of experience in the finance industry.
Robert Black (CRD# 6956730) is an Investment Advisor Representative working at Beirne. in Shelton, CT and has over 5 years of experience in the finance industry.