Jerry R. Sneed, CFA, CAIA

Mr. Sneed is the Co-Founder and Managing Partner of Third View Private Wealth, where he focuses on delivering customized wealth management solutions through an innovative outsourced family office model. His leadership at Third View involves not only strategic oversight and direction but also a hands-on approach in crafting bespoke investment strategies that cater to the unique needs of ultra-high-net-worth and high-net-worth clients.

Before establishing Third View Private Wealth, Mr. Sneed held key leadership roles, including Senior Vice President at Procyon Partners, Partner at Baker Tilly US, LLP, where he was promoted to Co-Head of Baker Tilly Wealth Management, a $3.5 billion registered investment advisor (RIA), and Vice President and Wealth Advisor at Merrill Lynch.

Mr. Sneed’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 the family’s 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, Mr Sneed was the lead Cross-Asset Strategist and Senior Trader at the Private Bank of Credit Suisse in New York.

Mr. Sneed earned his MBA with a focus on portfolio management from the Gabelli School of Business at Fordham University and holds a Bachelor of Science degree in Investment Management and Economics from Johnson and Wales University. He is a CFA Charterholder, CAIA Charterholder, and an NFL Player’s Association Registered Financial Advisor. Mr. Sneed has been recognized by Forbes as a Top Next Gen-Advisor in both Wisconsin and Connecticut (1), and as Best-In-State Wealth Advisor for High Net Worth and Private Wealth in Connecticut (2). His thought leadership has been featured in publications such as Barron’s, Financial Times, Forbes, and Accounting Today.

Outside of his professional commitments, Mr. Sneed enjoys golf, fitness, and spending quality time with his amazing wife, two entertaining daughters, and their loving dog, Penny.

Contact

jsneed@thirdviewpw.com

Certifications

CFA, CAIA

Areas of Expertise

Investment Management

Financial Planning

Risk Managment

Mergers & Acquisitions

Alternative Investments

Real Estate Investing

Financial Education

Awards & Honors

Forbes 2025 Best-in-State

Wealth Advisors Private Wealth (1)

Forbes 2024 Best-in-State

Wealth Advisors High-Net-Worth (1)

Forbes 2023, 2024

Best-in-State Top Next-Gen

Wealth Advisors (2)

Jerry R. Sneed, CFA, CAIA

Co-Founder & Managing Partner

Mr. Sneed is the Co-Founder and Managing Partner of Third View Private Wealth, where he focuses on delivering customized wealth management solutions through an innovative outsourced family office model. His leadership at Third View involves not only strategic oversight and direction but also a hands-on approach in crafting bespoke investment strategies that cater to the unique needs of ultra-high-net-worth and high-net-worth clients.

Before establishing Third View Private Wealth, Mr. Sneed held key leadership roles, including Senior Vice President at Procyon Partners, Partner at Baker Tilly US, LLP, where he was promoted to Co-Head of Baker Tilly Wealth Management, a $3.5 billion registered investment advisor (RIA), and Vice President and Wealth Advisor at Merrill Lynch.

Mr. Sneed’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 the family’s 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, Mr Sneed was the lead Cross-Asset Strategist and Senior Trader at the Private Bank of Credit Suisse in New York.

Mr. Sneed earned his MBA with a focus on portfolio management from the Gabelli School of Business at Fordham University and holds a Bachelor of Science degree in Investment Management and Economics from Johnson and Wales University. He is a CFA Charterholder, CAIA Charterholder, and an NFL Player’s Association Registered Financial Advisor. Mr. Sneed has been recognized by Forbes as a Top Next Gen-Advisor in both Wisconsin and Connecticut (1), and as Best-In-State Wealth Advisor for High Net Worth and Private Wealth in Connecticut (2). His thought leadership has been featured in publications such as Barron’s, Financial Times, Forbes, and Accounting Today.

Outside of his professional commitments, Mr. Sneed enjoys golf, fitness, and spending quality time with his amazing wife, two entertaining daughters, and their loving dog, Penny.

Disclosures:

1. In August 2023 and 2024, Jerry Sneed was named by Forbes and SHOOK Research, LLC as Forbes Top Next-Gen Wealth Advisors Best-in-State 2023 and Forbes Top Next-Gen Wealth Advisors Best-in- State 2024, respectively. The 2023 award is based on the period from 3/31/22 - 3/31/23 and the 2024 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.

2. In April 2024 & April 2025, Jerry Sneed was named by Forbes and SHOOK Research, LLC as Forbes Best-in-State Wealth Advisors 2024 and Forbes Best-in-State Wealth Advisors 2025, respectively. The 2024 award is based on the period from 6/30/2022 to 6/30/2023 and the 2025 award is based on the period 6/30/23-6/30/24.