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I’m a Co-Founder and Managing Partner of Third View Private Wealth.
For the last 14 years, I’ve worked closely with high-net-worth and ultra-high-net-worth individuals and families as they navigate the complexities of making smart investment, trust, estate, tax, and philanthropic decisions.
My experience is rooted in investment management with expertise in trust and estate planning, tax advisory, and family office services developed from years of sitting on the same side of the table as my clients.
Recent Press
Frank McKiernan on Barron’s The Way Forward – Next Gen Podcast: Treating Clients As If They're Institutions
The co-founder of Third View Private Wealth discusses the firm’s comprehensive planning focus, its access to private markets, and its commitment to treating individuals and family clients like institutions.
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