Family Wealth Report – US Wealth House Adds Advisors, Continues Growth Trend

The team of advisors joining the group used to run more than $600 million of client money.

Procyon Partners announced yesterday that advisors Frank J McKiernan and Jerry R Sneed have joined the firm, each as a senior private wealth advisor.

Together, they previously managed over $600 million in assets for high net worth individuals and families at Baker Tilly Wealth Management. The team will work in the New York and Massachusetts areas. Procyon works with Dynasty Financial Partners.

The business is headquartered in Connecticut with offices in New York City, Long Island, Maryland, Tennessee, West Palm Beach, and Virginia Beach. The firm manages more than $5 billion in client assets.

Besides McKiernan and Sneed, the following team members will join Procyon:

—  Christopher Sneed, financial advisor;
—  Amanda DiGuiseppe, client service associate; and
—  Emily Demers, client service associate.

Procyon Partners has added a number of advisors to its ranks, starting with the recruitment of the Pivotal Planning Group in May 2021.