John-Oliver Beirne

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.

The CRPC® designation is a retirement planning credential awarded by the College for Financial Planning® to individuals who meet its educational, examination and ethical requirements. Certificants are required to have completed the CRPC® Designation Program, a self-taught educational program focused on various pre- and post-retirement needs of individuals. Recipients are further required to have successfully passed a multiple-choice examination addressing a range retirement related matters, such as estate planning and asset management. On an ongoing basis, CRPC® designees are also required to affirm their adherence to the applicable Code of Ethics and complete at least 16 hours of continuing education every two years. 

For additional information about this credential, please refer directly to the website of the issuing organization.