Articles tagged "John Beirne"


HeadlinePublish date

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

February 5, 2013 — 4:15 PM UTC

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

May 23, 2012 — 3:05 AM UTC

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

April 17, 2012 — 5:25 AM UTC

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

March 16, 2012 — 3:22 AM UTC

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

February 16, 2012 — 4:33 AM UTC
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