Barron's Advisor Frank McKiernan: ‘A Client Is a Client’ | Next Gen
Feb 5, 2026
Frank McKiernan, founder of Third View Private Wealth, runs an RIA managing over $1.3B and focuses on institutional-level service for individuals. He discusses comprehensive planning, giving clients access to private markets via institutional partners, and treating families with the same reporting and diligence as institutions. He also covers long-term business investing and the role of technology in client experience.
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From Derivatives Clerk To Wealth Advisor
- Frank began his career processing derivatives at Market and taught himself the work on the job.
- Those early client interactions pushed him toward wealth management and working directly with people.
A College Friendship Became A Founder Partnership
- Frank joined a large private wealth team at Credit Suisse through a college friend who became his co‑founder.
- That relationship later led them to start their own practice and ultimately Third View Private Wealth.
Running Wealth In An Accounting Firm Trains Founders
- Running wealth inside an accounting firm taught Frank P&L management and cross‑geography operations.
- That experience prepared him to offer comprehensive planning and run his own firm effectively.