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John-Oliver Beirne
President chez
Beirne Wealth Consulting Services LLC
Profil
Mr. John-Oliver Beirne is a Partner & President at Beirne Wealth Consulting LLC.
Mr. Beirne is responsible for leading the team in the right direction, determining a strategy for its investment process, ensuring that the firm's investment philosophy permeates throughout all institutional portfolios and providing oversight of institutional portfolios and investment strategies.
He joined Merrill Lynch in 2009.
Prior to joining BWC, he worked as an investment analyst at Bowen Capital Management — a hedge fund in Hong Kong — where he covered the Asian markets (Hong Kong, China, Vietnam, Taiwan, Japan and Thailand) and analyzed the viability of investing in various companies.
Before going global, Mr. Beirne worked at Merrill Lynch and WP Stewart and Co. in New York.
He holds a bachelor’s degree from Southern Methodist University — where he studied finance and Chinese — and an M.B.A. from the Yale University School of Management.
Postes actifs de John-Oliver Beirne
| Sociétés | Poste | Début |
|---|---|---|
Beirne Wealth Consulting Services LLC
 Beirne Wealth Consulting Services LLC Investment ManagersFinance Beirne tailors their advisory services to the individual needs of clients, based on investment needs, goals, objectives and risk tolerance. The firm consults with clients initially and on an ongoing basis to develop an investment policy statement, which determines risk tolerance, time horizon and other factors that impact the clients’ investment needs. | President | 01/01/2012 |
Anciens postes connus de John-Oliver Beirne
| Sociétés | Poste | Fin |
|---|---|---|
Beirne Wealth Consulting LLC
 Beirne Wealth Consulting LLC Investment ManagersFinance BWC creates a personalized investment strategy that takes into account the client’s return requirements, risk tolerance, time horizon, tax situation and liquidity needs. The firm employs a disciplined investment process and focuses on where they believe the market is headed rather than a reliance on past performance. | Directeur Général | - |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Bowen Capital Management Ltd.
 Bowen Capital Management Ltd. Investment ManagersFinance Bowen is a growth-oriented manager that follows a conservative approach to investing in high-quality growth companies that compound earnings over the long-term. They take a fundamental approach to investment selection, targeting stable businesses capable of profiting from Asia's rapid growth. The firm tracks Asia's best-performing companies, half of which are in their Japanese universe, and performs regular company visits. | Analyst-Equity | - |
Formation de John-Oliver Beirne
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
95
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bowen Capital Management Ltd.
Bowen Capital Management Ltd. Investment ManagersFinance Bowen is a growth-oriented manager that follows a conservative approach to investing in high-quality growth companies that compound earnings over the long-term. They take a fundamental approach to investment selection, targeting stable businesses capable of profiting from Asia's rapid growth. The firm tracks Asia's best-performing companies, half of which are in their Japanese universe, and performs regular company visits. | Finance |
Beirne Wealth Consulting LLC
Beirne Wealth Consulting LLC Investment ManagersFinance BWC creates a personalized investment strategy that takes into account the client’s return requirements, risk tolerance, time horizon, tax situation and liquidity needs. The firm employs a disciplined investment process and focuses on where they believe the market is headed rather than a reliance on past performance. | Finance |
Beirne Wealth Consulting Services LLC
Beirne Wealth Consulting Services LLC Investment ManagersFinance Beirne tailors their advisory services to the individual needs of clients, based on investment needs, goals, objectives and risk tolerance. The firm consults with clients initially and on an ongoing basis to develop an investment policy statement, which determines risk tolerance, time horizon and other factors that impact the clients’ investment needs. | Finance |
