Contact
Areas of Expertise
Asset Management
Trust & Estate Planning
Alternative Investments
Family Office Consulting
Awards & Honors
Forbes 2025
Best-in-State Wealth Advisors
Private Wealth (1)
Forbes 2024 - 2025
Best-in-State Top Next-Gen
Wealth Advisors (2)
Frank J. McKiernan
Co-Founder & Managing Partner
Mr. McKiernan is a Co-Founder and Managing Partner of Third View Private Wealth. He has advised high-net-worth and ultra-high-net-worth individuals and families for over a decade on navigating complex situations involving investment, trust, estate, tax, and philanthropic objectives.
He began his career as an analyst at Markit (now S&P Global), covering buy-side institutional clients in the OTC derivative industry. He moved on to roles as a cross-asset strategist at Morgan Stanley and Credit Suisse in New York, advising ultra-high-net-worth individuals and single-family offices on asset allocation and global market strategy.
Mr. McKiernan later joined Merrill Lynch as a Vice President and Senior Financial Advisor, before joining Baker Tilly US, LLP. He joined as the youngest partner at the firm and was made Co-Head of Baker Tilly Wealth Management, a $3.5B (1) registered investment advisor (RIA). Mr. McKiernan’s leadership responsibilities included financial planning and analysis (FP&A), and evaluating mergers and acquisitions (M&A). He was also a member of the Investment Committee.
Prior to founding Third View Private Wealth, Mr. McKiernan was a Senior Vice President and Private Wealth Advisor at Procyon, an independent registered investment advisor in Connecticut.
Mr. McKiernan was named by Forbes on the 2025 Best-in-State Wealth Advisors Connecticut Private Wealth list (1) and the Forbes 2024 Best-in-State Top Next-Gen Wealth Advisors list (2). He has written articles and features for Forbes, Accounting Today, and Investment News. He has written articles and thought-leadership pieces for national publications such as The Wall Street Journal, Barron's, Forbes, AccountingToday, and InvestmentNews. He holds a B.S. in Business Administration from Bryant University.
Outside of Third View, Mr. McKiernan enjoys running, traveling, and spending quality time with his wife and three daughters.
Disclosures:
1. $3.5B as of 03/31/2023.
2. In April 2025, Frank McKiernan was named by Forbes and SHOOK Research, LLC as Forbes Best-in-State Wealth Advisors 2025. The award is based on the period 6/30/23-6/30/24.
3. In August 2024, Frank McKiernan was named by Forbes and SHOOK Research, LLC as Forbes Top Next-Gen Wealth Advisors Best-in- State 2024. The award is based on the period from 3/31/23-3/31/24.
Forbes America’s Top Next-Gen Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of the ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. SHOOK considered advisors born in 1986 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking, but a licensing fee is paid for the right to use their logo. The full methodology can be found here.