Frank McKiernan

Frank J. McKiernan

Principal · +1 (212) 792 4808
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Frank McKiernan is a Managing Director of Baker Tilly Financial, LLC and a Principal of Baker Tilly US, LLP.

Frank manages an ultra-high net worth advisory practice, serving a select group of individuals, families and serial entrepreneurs throughout the country. He serves his clients through an outsourced family office model advising on efficient capital management, estate planning and tax minimization strategies, as well as performing other family office functions. His prior experience lends itself to pre-liquidity planning, family office services, capital markets and portfolio management.

Prior to joining Baker Tilly, Frank was a wealth advisor at Merrill Lynch serving ultra-high net worth individuals and their families. Previously, Frank was a cross-asset strategist at Morgan Stanley and Credit Suisse in New York. He was responsible for capital market strategy, asset allocation, and relationship management for the firms’ most influential private clients and employees. Frank started his career as an analyst at Markit covering buy-side institutional clients in the OTC derivative industry.

View disclosure information about Baker Tilly Financial and its investment advisor representatives on the SEC Investment Advisor Disclosure website.

  • Capital markets
  • Estate planning
  • Portfolio management
  • Alternative investments
  • Student Sponsor Partners (New York City)

Location

New York

Education

Bachelor of Science in business administration

Bryant University (Smithfield, Rhode Island)