Richard (JR) DeFrancesco in

Richard (JR) DeFrancesco

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Chief Operating Officer at Beirne Wealth Consulting Services, LLC (BWC)
📍 North Haven, Connecticut, United States

As Chief Operating Officer and Partner at Beirne Wealth Consulting, Richard (JR) is responsible for day-to-day operations, business growth, and ensuring an outstanding client experience. He holds a General Management Program certificate from The Wharton School and earned his bachelors degree from Quinnipiac University. He was instrumental in making the firm employee-owned.

Richard lives in Connecticut and prioritizes his role as a father, championing a healthy work/life balance which he instills in his teams. He enjoys sports and relaxing with his family and friends. On International Womens Day, he publicly thanked several female colleagues who have helped him along his journey.

His core professional philosophy comes from a mentor who taught him to always challenge the status quo by asking why things are done a certain way.

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Experience
21 Years
Current Role
Chief Operating Officer
Job Level
Leadership
Location
North Haven, Connecticut, United States
Personality Overview

How Richard shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Richard cares about

Operational Efficiency
His role focuses on developing, refining, and implementing efficient business approaches to improve team processes and enhance the client experience.
Business Growth
He is directly responsible for the firm's business growth strategies and played an integral part in making the firm independent and 100% employee-owned.
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Career

Work history

8-2018
Chief Operating Officer
Beirne Wealth Consulting Services, LLC (BWC)
10-2012 - 8-2018
Senior Director
Beirne Wealth Consulting Services, LLC (BWC)
7-2011 - 10-2012
Associate
Mercer Investments
8-2004 - 6-2011
Performance Supervisor
Evaluation Associates
In the press

Media appearances

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Education
2018 - 2020
General Management Program(GMP)
The Wharton School
1999 - 2003
Bachelor of Science (BS)
Quinnipiac University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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