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.
As Commonwealth advisors weigh their futures following the firm’s sale, Summit Wealth Group is charting its own course as an independent RIA with $2.1 billion in assets, moving to SEI's custodian platform.
In today's volatile market, low-risk investments are more essential than ever. Uncover proven strategies U.S. advisors use to preserve capital and deliver steady returns.
Toward the end of last year, UBS said it was redrawing its pay plan for advisors, but “every time one of the big firms like UBS tinkers with the advisors’ compensation, some of them say, that’s it, that’s the last straw,” recruiter Danny Sarch said.
Clients care less about returns than you might think.
From direct lending to asset-based finance to commercial real estate debt.
From direct lending to asset-based finance to commercial real estate debt.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.