Jerry Sneed, Christopher Sneed and Frank McKiernan join from Baker Tilly Wealth Management.
By Alex Padalka|June 30, 2023
Procyon Partners announced that it has added two financial advisors who will work in the New York and Massachusetts areas.
Jerry Sneed and Frank McKiernan come to Procyon from Baker Tilly Wealth Management, where they managed a total of more $600 million for high-net-worth individuals and families, according to Procyon, part of the Dynasty Financial Partners network.
The advisors had served as executive managing directors and co-heads of Baker Tilly’s wealth division, Procyon said.
Sneed joined the financial services industry in 2009, registering with Metlife Securities in Hingham, Massachusetts, and had stints at Credit Suisse, AXA Advisors and Merrill Lynch before joining Baker Tilly in 2021, according to BrokerCheck.
McKiernan began his industry career in 2014, at Credit Suisse in New York, and worked at Morgan Stanley and Merrill before joining Baker Tilly in 2021, according to his BrokerCheck profile.
They’re joined at Procyon by financial advisor Christopher Sneed and client associates Amanda DiGuiseppe and Emily Demers, according to the firm.
Procyon said that, with the new arrivals, it has added more than $1.5 billion in client assets over the past two years. It now manages about $5 billion in client assets from offices in New York, Connecticut, Maryland, Tennessee, Florida and Virginia, according to the firm.
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