Our Team

John established Beirne in 2012 based on his philosophy that doing what is in the best interests of clients is always mutually beneficial over the long-run. While this might sound like common sense, back when he had first started his career, it made him a true pioneer and thought leader. He was the first broker in the country to convince a public pension fund to use independent money managers in 1978, a gutsy recommendation that proved highly successful for both the client and his firm.

For most of John’s career in financial services, he has specialized in public pension fund management. His vast institutional expertise also includes private pension plans, endowments, hospitals, foundations and 401(k) plans. He founded Beirne after 3 decades at Merrill Lynch, where he served as head of Beirne Wealth Management Group.

John holds a Certified Investment Management Analyst (CIMA®) designation from the Wharton School of Business. He is a 1965 graduate of the University of Connecticut, where he received a bachelor’s degree in economics. He also attended the business graduate school at the University of Bridgeport, where he studied corporate finance. He is a certificate recipient of the Wharton School of Business at the University of Pennsylvania for pension fund and wealth management.

John studied abroad at the INSEAD School in Fontainebleau, France, where he specialized in global corporate finance. Additionally, he has completed courses at Stanford and Harvard Universities. John has been a member of the Investment Management Consultants Association (IMCA) since 1987. Additionally, John is a former trustee at the Hamden Hall Country Day School, as well as a former a First Tee of Connecticut board member, and a former Connecticut Yankee Council Boy Scouts of America board member.

An avid golfer, John loves traveling, reading, biking, doing Bikram yoga and spending time with his family. He spends his time between Connecticut and Florida.

John-Oliver Beirne, as partner and president of 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.

John-Oliver joined Merrill Lynch in 2009. Prior to joining Beirne, 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. In his previous positions, John-Oliver 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.

JR is responsible for Beirne’s day-to-day operation strategies and business growth, including accounting, human resources and IT. He develops, refines and implements comprehensive and efficient business approaches to ensure the firm delivers an outstanding client experience at all times. He also played an integral role in making Beirne completely independent and 100 percent 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 focus on relationships and collaboration. He particularly enjoys the challenge of working to improve efficiencies within the Beirne team's processes.

JR’s previous roles were focused around client servicing and performance reporting for large institutional relationships. Prior to joining Beirne , he spent eight years with Mercer Investment Consulting, Inc., where he led 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 from Quinnipiac University. Most recently, JR graduated from the General Management Program at the University of Pennsylvania's Wharton School. In his leisure time, JR enjoys sports and relaxing with his family and friends. He and his family live in Connecticut.

Lindsey proactively delivers Beirne’s client service model as well as provides oversight of the operations and client servicing teams to ensure fluid daily workflow while developing and attaining long-term company objectives. Lindsey has been strategically working alongside the firm’s Founding Partner, John Beirne, and Beirne’s President, John Oliver Beirne, for many years fulfilling a multitude of roles and responsibilities throughout her tenure. Lindsey’s main focus is to provide both meaningful solutions and service to Beirne clients and as a result, building lifelong relationships.

Lindsey has performed admirably in her academic pursuits and as an investment advisor. Understanding the nuances of the markets and client needs requires hard work and dedication to a higher degree, which Lindsey has committed to performing at the highest level. Her ability to understand client investment needs can result in a relationship with a person who they can have and build trust with on a long-term basis.

Lindsey has been an valuable member of Beirne since its inception in January 2012. Upon the team departing Merrill Lynch Bank of America (“MLBOA”), Lindsey took on the role of Director of Institutional Relations and was instrumental in the transition of the municipal and corporate pension fund clients from MLBOA to Beirne. After several years in that capacity, Lindsey joined the advisory team at the request of the Beirne partners. She received the Accredited Wealth Management Advisor (AWMA®) professional designation from the College for Financial Planning in 2016. Lindsey graduated from Boston University’s Financial Planning Program in 2017. As an Accredited Wealth Management Advisor®, Lindsey provides financial planning solutions and investment strategies to individuals and their families, as well as defined contribution and pension plans. She is an advocate for female empowerment within the financial industry and has created the platform, Women on Wealth. Its mission is to serve as an infrastructure for women to excel both financially and personally.

Prior to the establishment of Beirne, Lindsey joined The Beirne Wealth Management Group of Merrill Lynch team in 2005. During her tenure at Merrill Lynch, as a Client Associate, she provided operational and sales support for both the team’s high net worth client base, as well as the municipal and private institutional client base. In 2007, she obtained a master of business administration degree from Quinnipiac University. After obtaining her Series 7 and Series 66 registrations, she became a Senior Registered Client Associate where she led the institutional operations team until the team’s departure in 2012.

In her leisure time, she enjoys exercising, travelling and most importantly spending her time with her family and friends. She resides in Connecticut with her husband and two sons.

Storytelling has been a lifelong passion for Meaghan. It is the bedrock of human communication. It moves audiences to feel and to act. And it’s a passion she’s turned into an award-winning marketing career.

She joined Beirne in 2022 as Partner and Chief Marketing Officer. As such, her singular focus is to responsibly grow the firm at scale by augmenting and enhancing the firm’s external communications in strategic ways that will reach new qualified audiences.

Meaghan came to Beirne from Goldman Sachs, where she served as a Senior VP of Global Marketing. During her tenure at the legendary Wall Street firm, she built out a robust and diverse team, and led the social media strategies of multiple global campaigns as well as for the some of the firm's senior-most leadership.

Prior to her time in the Financial Services industry, she led multiple digital and social marketing creative strategies and teams on both the agency and the client side on a variety of international brands, including Subway Restaurants, Arm & Hammer, and Trojan.

Meaghan graduated from the University of Toledo with a degree in Theater Performance. And though she's no longer pursuing a career wherein Shakespeare figures prominently, she does try to bring a theatrical flourish to her work and life.

She is an avid outdoor runner, an aspiring author, an advocate for women and children affected by domestic violence, and mom to a fantastic daughter. (She's also a huge fan of bubblegum and grapefruit seltzer.)

If she had to do it all over again, she wouldn't change a thing.

Taylor is a Beirne veteran, having spent nearly a decade at the firm. As a Director, Taylor wears many hats in her role, including operational and back-office support. As such, she’s developed long-standing relationships with many of the firm’s clients which she values deeply. Taylor goes the extra mile to ensure that Beirne clients are able to seamlessly transition to the firm and that they know they have a dedicated point of contact for all of their questions and support needs.

As a graduate of Southern Connecticut State University with a degree in Business Administration, Finance, and English, Taylor brings dedication and passion to her work at Beirne, that she readily shares with her colleagues and the firm's clients.

Taylor also offers her energy and skills to the New Haven County Credit Union, for which she serves as the Committee Chair for their Supervisory Board.

Her abundance of energy also means she likes to spend time with family and friends (and her Golden Retriever!) adventuring outdoors, hiking, wandering the Connecticut beaches, and traveling broadly.

When you call the Beirne offices, there’s a good chance you’ll hear Taylor’s welcoming voice on the other end of the line.

An industry expert with more than 4 decades of experience, Phil Sloan has shared his principles with institutions and high-net-worth clients throughout the United States. Prior to joining Beirne, he was a managing director and director of marketing at Fox Asset Management, where he developed relationships with major institutional consultants and brokerage firms and served as an active member of the management and strategy committees.

Previously in his career, he led institutional consulting organizations as the vice president of institutional sales for MBIA, vice president of managed accounts at Paine Webber, and vice president and manager of consulting services at Merrill Lynch.

As an Associate at Beirne, Morgan gets to explore all aspects of what boutique financial services has to offer. She graduated from the University of Rhode Island with a Bachelor’s Degree in Communication Studies in 2022 and afterwards, threw herself into the day-to-day operations and support systems at the firm almost immediately.

Morgan’s energy and excitement touches her colleagues and firm clients alike; she’s part of the engine that keeps the firm running. Hers is the warm smile many clients see when they first walk through the Beirne doors and she’s always willing to take on a new project.

Her ambitions also drove her to pursue her new role as Secretary on the New Haven County Credit Union Supervisory Committee, to which she happily lends her skills and time. Morgan’s ultimate goal is to become an Advisor, which Beirne enthusiastically supports.

When she’s not hard at work, Morgan is centered on spending time with family – including her avid support for her little brother’s hockey and lacrosse ventures. She also loves to share travel tips and destinations, especially if they include her beloved Rhode Island beaches. And she enjoys her role at Beirne so much, she may just have named her newly adopted cat—Bernard—after us.

Dennis joined Beirne in 2022 as Chief Compliance Officer. He brings a wealth of experience to the firm, having spent more than 30 years in the Financial Services Industry. His time before Beirne includes in part, having served with NYSE Member firm, Investec Ernst & Company, as well as a member of LPL’s Compliance Legal and Risk Group, one of the nation's leading independent broker-dealers. He’s also served as head of Compliance and Operations at a multiple of regional firms over the years, during that time was selected by RBC Capital Markets, to provide guidance to its initiative of mentorship and compliance support to its corresponding firm(s) throughout the Northeast region.

When Dennis isn’t busy running a tight Compliance ship at Beirne, he can be found running the kitchen in his Connecticut home, cooking up gourmet meals for his lovely wife and their ambitious and athletic teenage son.

His colleagues at Beirne appreciate his relentless dedication to his craft and his readiness to share an insightful and encouraging story throughout the day.

Robert joined Beirne in 2023, bringing a decade of financial services experience to the firm and our clients. He has a BA in Financial Management from Western Connecticut University and from there he went on to work at Wells Fargo Private Bank, First Republic Bank, and JPMorgan Chase where he worked with high-net-worth individuals and institutions. He brings his knowledge and enthusiasm to Beirne where he is eager to continue to grow the firm and to provide exceptional service to our clients.

When he’s not hard at work in the Beirne offices, he’s busy pursuing his MBA at Southern New Hampshire University, with a concentration in Finance.

In his free time, Robert is an avid sportsman, golfer, and guitar player. His colleagues are hoping to convince him to play at future Beirne events.