Third View Private Wealth

Michael Herbert is a CFP® and ChFC® with four years of industry experience. He is currently an advisor at Third View Private Wealth and has previously worked at PROCYON Advisors, MassMutual Life Insurance Company, and Barnum Financial Group. His background also includes roles at Yale Athletics and Yale Divinity School. Third View Private Wealth provides investment advisory and financial planning services to individuals, families, institutions, trusts, and retirement plans, utilizing diversified portfolio construction techniques and a combination of fundamental, technical, and cyclical analysis. The firm offers personalized portfolio management primarily on a discretionary basis, employing model portfolios, separately managed accounts, and turnkey asset management programs.

Francis Mckiernan is a financial advisor at Third View Private Wealth with 11 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Procyon Advisors, Baker Tilly, Bank of America, Merrill Lynch, and Morgan Stanley. He is also a licensed insurance agent, selling life insurance products as needed for clients. Third View Private Wealth provides investment advisory and financial planning services to individuals, families, institutions, trusts, and retirement plans. The firm employs a diversified investment approach using various portfolio construction techniques and multiple methods of analysis, including fundamental, technical, and cyclical, and incorporates alternative investments and third-party managers as appropriate.

Jake Mc Carthy is a CFP® and ChFC® with five years of industry experience. He currently works at Third View Private Wealth and previously held roles at Procyon Advisors, LLC, Mass Mutual Life Insurance Company, and several other financial firms. In addition to his advisory duties, he is a licensed insurance agent involved in selling life insurance products to clients as needed. Third View Private Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, families, institutions, trusts, and retirement plans. The firm offers personalized portfolio management using diversified strategies and multiple methods of analysis, including fundamental, technical, and cyclical approaches.

Christopher Sneed is a financial advisor at Third View Private Wealth with five years of industry experience. He holds a Series 66 designation and has previously worked at Procyon Risk, LLC, PROCYON Advisors, LLC, Baker Tilly Wealth Management, LLC, and Bank of America, N.A. He is also a licensed insurance agent, providing life insurance products as part of his client services. Third View Private Wealth offers investment advisory and financial planning services to individuals, families, institutions, and retirement plans. The firm employs a diversified investment approach using fundamental, technical, and cyclical analysis, along with various portfolio management strategies including third-party models and separately managed accounts.

Amanda Diguiseppe is a financial advisor at Third View Private Wealth with five years of industry experience. She holds the Series 66 designation and has worked previously at Procyon Advisors, LLC, Baker Tilly Wealth Management, LLC, and Merrill Lynch. Third View Private Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, families, institutions, trusts, and retirement plans. The firm employs a diversified investment approach, utilizing fundamental, technical, and cyclical analysis, and offers portfolio management through model portfolios, separately managed accounts, and turnkey asset management programs.

Zoltan Pongracz is a CFP® and ChFC® with 14 years of experience in the financial services industry. He is currently affiliated with Third View Private Wealth and The Leaders Group Inc., and has previously worked at firms including Purshe Kaplan Sterling Investments, Procyon Advisors, Mass Mutual Investors Services, Barnum Financial Group, and MetLife Securities. Outside of advisory work, he is the owner of Third View Risk LLC, which provides non-variable insurance solutions, and Westover Mianus Partnership LLC, involved in subdividing land in Stamford, CT. Third View Private Wealth offers investment advisory and financial planning services to individuals, high-net-worth clients, families, institutions, trusts, and retirement plans. The firm employs a diversified investment process that incorporates fundamental, technical, and cyclical analysis, utilizing various portfolio management strategies and third-party platforms.

Jerry Sneed III is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently with Third View Private Wealth, where he has worked since 2025. His prior experience includes roles at Procyon Advisors, Baker Tilly, Bank of America, Merrill, Axa Advisors, and North American Bancard. Outside of his advisory work, he serves as a trustee overseeing investments for a client trust benefiting children. Third View Private Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, families, institutions, trusts, and retirement plans. The firm offers personalized portfolio management using diversified investment approaches, including fundamental, technical, and cyclical analysis, and employs a range of investment vehicles such as options and alternative investments.