Experience

TrinityPoint Wealth

• United States
• Investment Management
• 1 - 100 Employee

• Partner/Chief Operating Officer

  • Feb 2020 - Present

  TrinityPoint Wealth is an independent wealth management and investment advisory firm in Milford, CT. For over 20 years, our firm has been a premier investment firm in Connecticut and beyond. Our dedicated financial advisors have decades of experience serving individuals and families, as well as providing guidance for retirement plans and institutions that include endowments, foundations, and nonprofits. For us, it’s not just about how you invest your money, it’s about how well you’re able to live your dreams, achieve your vision and fulfill your goals. To put those things in motion, we take the time to find out what’s most important to you, so we can use our expertise and resources to custom-tailor solutions for your specific needs and circumstances. Our goal is to provide an exceptional client experience, making a positive difference, one inspired vision at a time. Show less

• Partner/Sr. Director

  • May 2018 - Feb 2020



Beirne

• United States
• Financial Services
• 1 - 100 Employee

• Director of Private Client Services

  • Feb 2012 - Mar 2018



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Senior Registered Client Associate and Office Manager

  • Dec 1997 - Feb 2012