Christopher Sneed Email and Phone Number
Christopher Sneed work email
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Christopher Sneed personal email
Christopher Sneed is a Financial Advisor at Procyon Partners, where he specializes in developing tailored financial strategies for high-net-worth individuals. With a meticulous and comprehensive approach, Christopher ensures that his clients have a clear understanding of how to optimize and leverage their wealth effectively. Christopher actively promotes the team’s institutional capital management capabilities, professional trust and estate planning services, and tax advisory offerings. He is deeply committed to cultivating strong relationships with both current and prospective clients, fostering trust and long-term partnerships.Before joining Procyon, Christopher excelled as an Advisor at Baker Tilly, where he honed his financial acumen. He began his financial services career as a Wealth Advisor at Merrill Lynch. Notably, Christopher's diverse professional background includes over a decade of experience in the medical services field, highlighting his unwavering dedication to assisting others—a passion that fills him with immense pride.Beyond his professional achievements, Christopher finds fulfillment in various pursuits. He maintains a healthy lifestyle through regular workouts, and he embraces the opportunity to explore different corners of the world through travel. Above all, he cherishes quality time spent with his family, recognizing the importance of balance and personal connections in his life.Procyon Partners, LLC ("Procyon Partners") is a registered investment advisor. Procyon Partners provides investment advisory and related services for clients nationally. Procyon Partners will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at [http://www.procyonpartners.net/].
Third View Private Wealth
View- Website:
- thirdviewpw.com
- Employees:
- 8
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Private Wealth AdvisorThird View Private WealthWestport, Ct, Us -
Financial AdvisorProcyon Partners Jun 2023 - PresentNew York, New York, United StatesProcyon Partners is an independent, employee-owned financial advisory firm founded with a dual focus on: • Assisting individuals, families, and business owners to effectively fulfill their dreams through sensible financial planning, investment, and risk management. • Helping institutions prudently manage the retirement plans, endowments, foundations, and senior living portfolios under their stewardship.As fiduciary investment advisors, we enhance the value we deliver to our clients by leveraging our independence to deliver effective, best-inbreed solutions to help address your financial goals and challenges.Whether we are working with private individuals, institutional trustees or retirement plan participants, our team is devoted to helping clients simplify the financial complexity of their lives. -
Financial AdvisorBaker Tilly Us Dec 2020 - Jun 2023 -
Financial AdvisorMerrill Lynch Apr 2020 - Dec 2020
Christopher Sneed Education Details
Frequently Asked Questions about Christopher Sneed
What company does Christopher Sneed work for?
Christopher Sneed works for Third View Private Wealth
What is Christopher Sneed's role at the current company?
Christopher Sneed's current role is Private Wealth Advisor.
What is Christopher Sneed's email address?
Christopher Sneed's email address is ch****@****lly.com
What schools did Christopher Sneed attend?
Christopher Sneed attended Johnson & Wales University.
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