Jerry Sneed , CFA®, CAIA®

Bio

---

Jerry is a highly accomplished Senior Vice President and Senior Private Wealth Advisor at Procyon Partners, where he specializes in managing an exclusive clientele consisting of ultra-high-net-worth and high-net-worth individuals and families across the United States. His expertise lies in implementing an innovative and comprehensive approach via an outsourced family office model.

With his extensive knowledge of capital markets and risk management, Jerry adeptly guides his clients through the complexities of the financial markets. Prior to joining Procyon, he served as a Principal at Baker Tilly US, LLP, and was the Co-head of Baker Tilly Wealth Management, a Registered Investment Advisor (RIA). Before his tenure at Baker Tilly, Jerry held the position of Vice President and Wealth Advisor at Merrill Lynch.

Jerry’s professional background extends to his experience as the Chief Investment Officer (CIO) of a family office, where he assessed and advised on various investment opportunities, including real estate, venture capital, and private placements. Additionally, he served as the Director of Business Development for a payments company in the Midwest, where he actively participated in financial and operational due diligence for potential mergers and acquisitions within the payments industry. Early in his career, Jerry was the lead Cross-Asset Strategist and Senior Trader at the Private Bank of Credit Suisse in New York.

Jerry holds an MBA with a focus on portfolio management from the Gabelli School of Business at Fordham University in New York City. Additionally, he earned a Bachelor of Science degree with a concentration in Investment Management and Economics from Johnson and Wales University in Providence, RI. He is also a CFA® Charterholder and CAIA Charterholder.

Outside of his professional pursuits, Jerry enjoys golfing, fitness, and cherishing quality time with his wife, two daughters, and their dog.

Relevant Links

---

In the News