Third View Wealth: $1B AUM Launch
- A new registered investment advisor, Third View Private Wealth, has opened in Westport, Connecticut.
- Third View aims to provide a multi-family office experience for high-net-worth and ultra-high-net-worth families.
- Joining the founding partners are Amanda DiGuiseppe, Emily Demers, Mickey Herbert, Jake McCarthy, and Chris Sneed, all of whom have worked with McKiernan, Sneed, and Pongracz for the...
Third View Private Wealth bursts onto the scene in Westport, CT, with a formidable $1 billion in assets under management, marking a significant entry in the wealth management arena. Led by seasoned advisors, this new registered investment advisor (RIA) is poised to deliver complete financial solutions, including wealth management and tax strategy services, to high-net-worth families. news directory 3 spotlights the strategic launch of Third View, offering a multi-family office experience designed for lasting client relationships. The firm’s founders emphasize a unique approach,catering to families across generations. discover what’s next as Third View Private Wealth aims for expansion.
Third View Private Wealth Launches in Westport, CT
Updated June 03, 2025
A new registered investment advisor, Third View Private Wealth, has opened in Westport, Connecticut. The firm is led by Frank McKiernan,Jerry Sneed,and Zoltan Pongracz,formerly senior private wealth advisors at Procyon Partners. They bring with them a team that collectively managed approximately $1 billion in assets.
Third View aims to provide a multi-family office experience for high-net-worth and ultra-high-net-worth families. Their services include private wealth management, tax strategy, trust and estate planning, and philanthropic advisory services. The firm’s launch follows Procyon’s minority stake sale to Constellation Wealth Capital in April 2025, a move intended to support Procyon’s expansion.
Joining the founding partners are Amanda DiGuiseppe, Emily Demers, Mickey Herbert, Jake McCarthy, and Chris Sneed, all of whom have worked with McKiernan, Sneed, and Pongracz for 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 Private Wealth recently joined the Protocol for Broker Recruiting, which facilitates the transfer of client data.
What’s next
Third View Private Wealth plans to expand its services and client base, focusing on providing extensive financial solutions for affluent families seeking personalized attention and long-term wealth management strategies.
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