Client specialties


  • Financial Planning
  • Institutional consulting
  • Investment management
  • Personal wealth management
  • Portfolio Construction & Management
  • Retirement plan consulting

Frank McKiernan

Senior Vice President, Senior Private Wealth Advisor

Bio


Frank is a Senior Vice President, Senior Private Wealth Advisor at Procyon Partners. He manages an advisory practice serving a select group of high-net-worth individuals and families throughout the country. He is frequently sought after for his expertise in asset management and his ability to navigate complex situations involving investment, trust, estate, tax, and philanthropic objectives.

Prior to joining Procyon Partners, Frank was a Partner at Baker Tilly US, LLP and Co-Head of Baker Tilly Wealth Management, LLC, a Registered Investment Advisor (RIA). His leadership responsibilities included financial planning and analysis (FP&A), evaluating mergers and acquisitions (M&A), and new business development, all of which were critical to the firm’s strategic growth initiatives.

Earlier in his career, Frank was a Vice President and Senior Financial Advisor at Merrill Lynch. Prior to Merrill Lynch, Frank was a cross-asset strategist at Morgan Stanley and Credit Suisse in New York. In these roles, he worked closely with ultrahigh net worth individuals and single-family offices on global market strategy, portfolio management, and alternative investment due diligence. Frank started his career as an analyst at Markit (now S&P Global), covering buy-side institutional clients in the OTC derivative industry.

Frank attended Bryant University in Smithfield, Rhode Island, where he received his Bachelor of Science degree in Business Administration. In his free time, he enjoys traveling, fitness, and spending time with his wife and three daughters.