Procyon Partners continues its strategic expansion by adding industry veterans Frank J. McKiernan and Jerry R. Sneed, CFA ®, CAIA, as Senior Vice Presidents and Senior Private Wealth Advisors. Both McKiernan and Sneed bring a wealth of experience, having previously managed over $600 million in assets for high-net-worth clients at Baker Tilly Wealth Management. Their arrival further strengthens Procyon Partners’ commitment to providing top-tier financial advisory services to individuals and families. The team will be based in the New York and Massachusetts regions, extending Procyon’s reach in key East Coast markets.
Procyon Partners, recognized for its client-centric approach and comprehensive financial solutions, is headquartered in Connecticut and boasts a growing national presence with offices spanning from New York City and Long Island to Maryland, Tennessee, West Palm Beach, and Virginia Beach. The firm currently oversees more than $5 billion in client assets, demonstrating its robust growth and the trust clients place in its expertise.
Joining McKiernan and Sneed at Procyon Partners are key team members who will contribute to the seamless client experience Procyon is known for. These include Christopher Sneed as Financial Advisor, Amanda DiGuiseppe as Client Service Associate, and Emily Demers, also as Client Service Associate. This team integration underscores Procyon Partners’ dedication to providing holistic support and personalized service.
Prior to their move to Procyon Partners, both Mr. McKiernan and Mr. Sneed held Executive Managing Director and Co-Head positions within the Wealth Division at Baker Tilly Wealth Management. Their decision to join Procyon Partners highlights the firm’s attractive platform for top-performing advisors seeking an environment that champions client dedication and professional growth.
“Jerry and I are deeply committed to our clients’ financial success, immersing ourselves in their objectives and striving to exceed their expectations,” stated Frank McKiernan. “We found that Procyon Partners and CEO Phil Fiore share this client-first philosophy and have cultivated a firm that truly supports advisors in delivering exceptional service.”
Jerry Sneed echoed this sentiment, emphasizing Procyon’s advanced capabilities: “Procyon Partners’ cutting-edge resources and their strategic alliance with Dynasty Financial Partners offer our clients an unparalleled boutique advisory experience, combining personalized attention with institutional-level support. Phil Fiore and the entire Procyon team have built an exceptional firm rooted in shared values, reinforcing our commitment to delivering the highest standards of client service.”
This strategic hiring announcement follows a period of significant growth for Procyon Partners. Since May 2021, beginning with the integration of Pivotal Planning Group, Procyon has consistently attracted seasoned advisors, including Daniel Limmer (June 2021), Zoltan Pongracz (November 2021), Bob Alimena (October 2022), and Brian Turner (November 2022). This continuous expansion reflects Procyon Partners’ appeal as a premier destination for financial advisors seeking a supportive and growth-oriented environment.
“We are selective in bringing on board experienced financial advisors like Frank and Jerry – professionals who are leaders in their field, passionate about their work, and driven to achieve further success,” commented Phil Fiore, CEO of Procyon Partners. “Our priority is to elevate our advisors’ capabilities, offering tangible support that includes a dedicated planning team, analysts, trading resources, marketing and business development assistance, and access to our integrated Business Verticals such as Procyon Benefits, Procyon Tax, Procyon Risk, and Procyon Trust. This comprehensive support system empowers our advisors to deepen client relationships and maximize referrals through exceptional, holistic service.”
About the New Senior Private Wealth Advisors
Frank McKiernan, Senior Vice President, Senior Private Wealth Advisor
Frank McKiernan serves as Senior Vice President, Senior Private Wealth Advisor at Procyon Partners. He specializes in providing comprehensive advisory services to a select clientele of high-net-worth individuals and families nationwide. Frank effectively functions as an outsourced family office, delivering a suite of services encompassing institutional asset management, trust and estate planning, personal wealth and business advisory, and other bespoke family office functions. His expertise is frequently sought after by families navigating pre- and post-transaction planning scenarios.
Prior to joining Procyon Partners, Frank was a Principal at Baker Tilly US, LLP, and Co-Head of Baker Tilly Wealth Management, a Registered Independent Advisor (RIA). In this leadership role, he directly advised ultra-high-net-worth families and family offices on complex private wealth and legacy planning strategies.
Earlier in his career, Frank held the position of Vice President and Senior Wealth Advisor at Merrill Lynch, catering to the financial needs of high-net-worth individuals and their families. Before Merrill Lynch, Frank was a cross-asset strategist for a private wealth management team at Morgan Stanley and Credit Suisse in New York. He began his professional journey as an analyst at Markit, focusing on buy-side institutional clients within the OTC derivative industry.
Jerry Sneed, CFA ®, CAIA, Senior Vice President, Senior Private Wealth Advisor
Jerry Sneed is a distinguished Senior Vice President and Senior Private Wealth Advisor at Procyon Partners, focusing on managing a select group of ultra-high-net-worth and high-net-worth individuals and families across the United States. He is adept at implementing an innovative and holistic approach through an outsourced family office model.
With his extensive understanding of capital markets and risk management, Jerry expertly guides clients through the complexities of the financial landscape. Before joining Procyon, he was a Principal at Baker Tilly US, LLP, and Co-head of Baker Tilly Wealth Management, a Registered Investment Advisor (RIA). Prior to Baker Tilly, Jerry served as Vice President and Wealth Advisor at Merrill Lynch.
Jerry’s professional experience includes serving as Chief Investment Officer (CIO) for a family office, where he evaluated diverse investment opportunities, including real estate, venture capital, and private placements. He also served as Director of Business Development for a payments company in the Midwest, actively engaging in financial and operational due diligence for potential mergers and acquisitions in the payments sector. Earlier in his career, Jerry was the lead Cross-Asset Strategist and Senior Trader at the Private Bank of Credit Suisse in New York.
About Procyon Partners
Procyon Partners is a leading independent registered investment advisor (RIA) serving both retirement plan participants and private clients. With a growing national footprint, including offices in Connecticut, New York City, Long Island, Maryland, Tennessee, West Palm Beach, and Virginia Beach, Procyon Partners manages approximately $5 billion in client assets. The firm delivers tailored retirement plan solutions to companies and organizations, alongside personalized wealth management services for high-net-worth individuals, families, and business owners. Procyon Partners is dedicated to helping clients achieve their financial goals through effective strategies and comprehensive support. For more information, please visit www.procyonpartners.net.
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About Dynasty Financial Partners
Dynasty Financial Partners is a premier technology and service platform provider for independent wealth management firms, primarily serving high-net-worth and ultra-high-net-worth clients. Dynasty’s integrated platform offers a comprehensive suite of technology tools, business services, and investment management resources, enabling advisors to deliver exceptional client service and drive firm growth. Dynasty supports advisory firms in launching, scaling, and enhancing their businesses, empowering them to focus on client relationships and expansion.
For over a decade, Dynasty has championed the independent wealth management movement, facilitating the shift of assets from traditional brokerage models. Recognized as an industry leader, Dynasty differentiates itself through its deep client understanding, comprehensive service offerings, scalable technology solutions, entrepreneurial culture, and experienced leadership team. Dynasty is committed to ongoing growth through supporting existing clients, onboarding new firms, expanding service utilization, and strategic acquisitions.
For more information, please visit www.dynastyfinancialpartners.com.
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Media Contact
Sally Cates
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