Frank J. McKiernan

Frank McKiernan is executive managing director in Baker Tilly Wealth Management, LLC, a boutique Registered Investment Advisory (RIA) firm. Frank manages an ultra-high net worth advisory practice serving a select group of individuals, families and serial entrepreneurs throughout the country. His team delivers an outsourced family office solution for clients offering institutional asset management, trust and estate planning services and serving many other family office functions. Frank is often engaged in helping families with pre- and post-transaction planning considerations.

Prior to joining Baker Tilly, Frank was a vice president and senior wealth advisor at Merrill Lynch serving ultra-high-net-worth individuals and their families. Previously, Frank was a cross-asset strategist at Morgan Stanley in New York. Earlier in his career, Frank worked in the Private Bank of Credit Suisse in New York. He advised ultra-high-net-worth and institutional clients around asset allocation and capital market strategy. In this role, he managed relationships with the firm’s 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.

Frank attended Bryant University in Smithfield, Rhode Island where he received his Bachelor of Science degree in business administration. He is an active mentor with Student Sponsor Partners, a not-for-profit, NYC-based organization focused on giving at-risk students an opportunity to receive a non-public high school education.

Experience

Capital markets
Estate planning
Portfolio management
Alternative investments

Involvement

Student Sponsor Partners (New York City)

Location

New York, NY

Education

Bachelor of Science in business administration
Bryant University (Smithfield, Rhode Island)

Expertise

Disclosure

FINRA Broker Check

Baker Tilly Wealth Management, LLC (BTWM) is a registered investment advisor. BTWM does not provide tax or legal advice. BTWM is not an attorney. Estate planning can involve a complex web of tax rules and regulations. Consider consulting a tax or legal professional about your particular circumstances before implementing any tax or legal strategy. The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Securities, when offered, and transaction advisory services are offered through Baker Tilly Capital, LLC, Member FINRA and SIPC; Office of Supervisory Jurisdiction located at 4807 Innovate Ln., Madison, WI 53718; phone: +1 (800) 362 7301. Baker Tilly Wealth Management, LLC and Baker Tilly Capital, LLC are controlled by Baker Tilly US, LLP. Baker Tilly US, LLP, is an independently owned and managed member of Baker Tilly International. © 2023 Baker Tilly Wealth Management, LLC

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