Profile
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.
Former positions of John-Oliver Beirne
| Companies | Position | End |
|---|---|---|
Beirne Wealth Consulting LLC
 Beirne Wealth Consulting LLC Investment ManagersFinance Beirne Wealth Consulting LLC (BWC) is privately-owned investment firm headquartered in Shelton, Connecticut with an additional office in Pennsylvania. The firm was founded by John-Oliver Beirne and James Betzig in 2012. BWC provides independent, fee-based wealth management services and innovative financial strategies for individuals, families, business owners and institutions. | Chief Executive Officer | - |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
Bowen Capital Management Ltd.
 Bowen Capital Management Ltd. Investment ManagersFinance Bowen Capital Management Ltd. is a subsidiary of W.P. Stewart & Co. Inc., ultimately owned by W.P. Stewart & Co. Ltd. (NYSE: WPL). Located in Hong Kong, Bowen is a private company that was founded in 1994 and is majority-owned and managed by its partners. Bowen's flagship funds are The Zipangu Fund and The Stewart Asia Fund. The firm's customers include individuals and institutions. | Analyst-Equity | - |
Training of John-Oliver Beirne
| Southern Methodist University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Bowen Capital Management Ltd.
Bowen Capital Management Ltd. Investment ManagersFinance Bowen Capital Management Ltd. is a subsidiary of W.P. Stewart & Co. Inc., ultimately owned by W.P. Stewart & Co. Ltd. (NYSE: WPL). Located in Hong Kong, Bowen is a private company that was founded in 1994 and is majority-owned and managed by its partners. Bowen's flagship funds are The Zipangu Fund and The Stewart Asia Fund. The firm's customers include individuals and institutions. | Finance |
Beirne Wealth Consulting LLC
Beirne Wealth Consulting LLC Investment ManagersFinance Beirne Wealth Consulting LLC (BWC) is privately-owned investment firm headquartered in Shelton, Connecticut with an additional office in Pennsylvania. The firm was founded by John-Oliver Beirne and James Betzig in 2012. BWC provides independent, fee-based wealth management services and innovative financial strategies for individuals, families, business owners and institutions. | Finance |
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