Beirne Wealth Consulting Hires New Managing Director, Retirement Consultant
Tuesday, August 4, 2015
BWC Expands Team with Addition of Managing Director, Retirement Consultant
Beirne Wealth Consulting LLC has announced that Jeff Giantonio has joined the firm as a Managing Director and Retirement Consultant in the Milford, Connecticut office. Jeff will be responsible for servicing defined contribution retirement plans as well as inpidual and family clients.
Prior to joining Beirne Wealth Consulting, Jeff has worked in the financial services industry for nearly 20 years, offering inpiduals, families, and small business owners’ robust solutions to their unique investment and financial planning needs. Focusing on comprehensive and holistic wealth management, Jeff’s consultative approach seeks to integrate all aspects of his clients’ financial lives into personalized, consolidated, and adaptable investment strategies.
Most recently, Jeff was a Partner at Ridgeline Financial Partners where he specialized in retirement plan consulting. In his prior career as a financial advisor with Merrill Lynch, Jeff was awarded the Rookie of the Year award for the Hartford region and consistently ranked in the top quintile of his peer group, earning membership in the Executive Club for three consecutive years. Having earned his Chartered Retirement Planning Counselor® designation in 2012, he is currently working toward his Chartered Retirement Plans Specialist® and Accredited Investment Fiduciary® certifications.
In the community, Jeff volunteers for the Connecticut Children's Hospital. He resides in Riverton, CT, with his wife, Annette, and their two children, Eliana and Logan.
About Beirne Wealth Consulting Services, LLC
Beirne Wealth Consulting Services, LLC (“BWC”) is a growing, privately owned, SEC Registered Investment Advisor with about $2 billion in assets under management and over 25 employees in Connecticut, Pennsylvania and Florida. BWC provides independent, fee-based investment management services and customized financial planning solutions. Our institutional business provides consulting expertise to defined benefit and defined contribution plans, endowments, foundations and non-profit organizations. Our private clients include high net-worth individuals and prominent families, many of whom bring complex wealth management challenges and multigenerational planning needs. For more information, please visit www.beirnewealth.com or give us a call today at 888-231-6372.
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