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.
Meanwhile, Raymond James and Tritonpoint Partners separately welcomed father-son teams, including a breakaway from UBS in Missouri.
Paul Atkins has asked staff to solicit public comment on novel ETFs, pausing the clock on as many as 24 filings linked to the booming event contracts market.
From 401(k)s to retail funds, Deloitte sees private equity and credit crossing into mainstream investing on two fronts at once.
Big-name defections from Morgan Stanley, UBS, and Merrill Lynch headline a busy two weeks of recruiting for the wirehouse.
Markets have always been unpredictable. What has changed is the amount of information investors are trying to process and the growing role advisors play in helping clients avoid emotional decisions
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
