Client specialties


  • Financial Planning
  • Institutional consulting
  • Investment management
  • Personal wealth management
  • Portfolio Construction & Management
  • Retirement plan consulting

Frank McKiernan

Senior Vice President, Senior Private Wealth Advisor

Bio


Frank is a Senior Vice President, Senior Private Wealth Advisor at Procyon Partners. He manages an advisory practice serving a select group of high-net-worth individuals and families throughout the country. He operates as an outsourced family office for clients offering institutional asset management, trust and estate planning services, personal wealth and business advisory, and other family office functions. Frank is often engaged to help families with pre-and post-transaction planning considerations.

Prior to joining Procyon Partners, Frank was a Principal at Baker Tilly US, LLP and Co-Head of Baker Tilly Wealth Management, a Registered Independent Advisor (RIA). In this capacity, he worked directly with ultra-high-net-worth families and family offices on private wealth and legacy planning strategies.

Earlier in his career, Frank was a Vice President and Senior Wealth Advisor at Merrill Lynch, serving high-net-worth individuals and their families. Before Merrill Lynch, Frank was a cross-asset strategist for a private wealth management team at Morgan Stanley and Credit Suisse in New York. Frank started his career as an analyst at Markit, covering buy-side institutional clients in the OTC derivative industry.

Frank attended Bryant University in Smithfield, Rhode Island, where he received his Bachelor of Science degree in Business Administration. He is an active mentor with Student Sponsor Partners, an NYC-based nonprofit focused on giving at-risk students an opportunity to receive a non-public high school education. In his spare time, he enjoys traveling, endurance training, and spending time with his family. Frank lives with his wife and two daughters in Scarsdale, New York.