InvestmentNews – Procyon Partners adds two advisors managing $600 million
Frank McKiernan and Jerry Sneed are joining Procyon, a Dynasty Financial network firm, from Baker Tilly Wealth Management.
June 27, 2023 By Bruce Kelly
Procyon Partners, with almost $5 billion in assets, said Tuesday said it had added two financial advisors, Frank McKiernan and Jerry Sneed, who managed $600 million in client assets.
McKiernan and Sneed are joining Connecticut-based Procyon as senior vice presidents and senior private wealth advisors.
Both had been registered as both brokers and investment advisors at Baker Tilly Wealth Management since 2021, according to their BrokerCheck profiles, and before that at Merrill Lynch. They will work in the New York and Massachusetts areas.
In addition to McKiernan and Sneed, the following people will also be joining Procyon: financial advisor Christopher Sneed and Amanda DiGuiseppe and Emily Demers, both client service associates.
Procyon is a Dynasty Financial Partners network firm.
Related Topics: Dynasty Financial, Procyon Partners
BACK