Third View Private Wealth Launches with Advisors Managing $1B in Assets 

Third View Private Wealth, a newly established registered investment advisor, has officially opened its doors, bringing together a team of seasoned advisors who previously managed approximately $1 billion in client assets. Headquartered in Westport, CT, the firm is founded by Frank McKiernan, Jerry Sneed, and Zoltan Pongracz, all former senior private wealth advisors at Procyon Partners, a Dynasty- and Constellation Wealth Capital-backed RIA. 

Third View aims to serve high-net-worth and ultra-high-net-worth families, offering a multi-family office experience that includes private wealth management, tax strategy, trust and estate planning, and philanthropic advisory services. 

The founding partners are joined by team members Amanda DiGuiseppe, Emily Demers, Mickey Herbert, Jake McCarthy, and Chris Sneed, who have collaborated with them over the past decade 

“Our mission was to build something unique. An elite, independent advisory firm that functions like a multi-family office with the ability to serve clients across generations,” said Pongracz, co-founder and managing partner.   

Third View recently joined the Protocol for Broker Recruiting, facilitating client data transitions. The launch follows Procyon’s minority stake sale to Constellation Wealth Capital in April 2025, which aimed to fuel its expansion.