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Deals & People March 15, 2012
Beirne Wealth Adds Senior Institutional Consultant
Beirne Wealth Consulting, LLC (BWC) added Phil Sloan as a
senior institutional consultant for its Institutional Consulting
business.
Reported by Corie Russell
Sloan will serve on the firm’s Investment Committee and as a core member of the team advising the firm’s institutional clients.
Before joining the firm, he was a managing director at Fox Asset Management. At Fox, Sloan developed relationships with major institutional consultants and brokerage firms and served as an active member of the management and strategy committees. With more than 40 years of experience in the industry, Sloan has led institutional consulting organizations as the vice president of Institutional Sales for MBIA, the vice president of Managed Accounts at Paine Webber and a vice president at Merrill Lynch.