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Articles tagged "John Beirne"

Rick Meigs: It seems like a big pot of assets to be walking away from.

Merrill Lynch pulls advisors from a $2.9-billion business -- and leaves the light on for RIAs
The Bank of America subsidiary sees too much peril in the public-pension business and RIAs like John Beirne smell opportunity

Tuesday 2.5.13
John Beirne: We never thought we'd be automatically hired.

Merrill Lynch breakaway wins $550-million account in head-to-head battle with UBS -- despite a higher bid
John Beirne was selling his stellar track record and the city of Bristol, Conn. was buying

Wednesday 5.23.12
Danny Sarch: Some guys at Merrill have targeted this date for more than a year.

Merrill Lynch springs a 62-advisor, $13 billion asset leak in the first quarter
February was a cruel month for the wirehouse as payouts and retention bonuses came due; UBS came out smelling like a rose

Tuesday 4.17.12
John Beirne: This isn't a business where an age barrier prevents you from performing.

A 69-year-old, $2 billion Merrill Lynch breakaway looks to his elder to help expand his firm
John Beirne plucks Phil Sloan, former Merrill Lynch colleague and PaineWebber exec, off the golf course as he escalates his ambitious plans for growth

Friday 3.16.12
John Beirne: It was really traumatic to go to my manager's office and resign.

A $2 billion, 69-year-old Merrill Lynch advisor passes up the gold watch in favor of breaking away
Fearing the loss of massive public accounts, John Beirne swallowed the idea of independence with help from Focus Financial

Thursday 2.16.12
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