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Procyon Perspectives
Co-Founder and Partner
Executive Managing Director
Chief Executive Officer
Co-Founder and Partner
Executive Managing Director
Chief Operations Officer
Co-Founder and Partner
Managing Director
Co-Founder and Partner
Managing Director
Co-Founder and Partner
Executive Managing Director
President
Partner
Chief Investment Officer
Partner, Managing Director
Partner, Private Wealth Advisor, Retirement Plan Consultant
Partner, Private Wealth Advisor
Partner, Private Wealth Advisor
Partner, President, Employee Benefits
Partner, Executive Vice President, Employee Benefits
Partner, Senior Vice President
Private Wealth Advisor
Principal, Senior Vice President, Senior Private Wealth Advisor
Principal, Senior Vice President, Director of Client Service
Managing Principal
Senior Vice President & Private Wealth Advisor
Senior Vice President & Private Wealth Advisor
Chief Revenue Officer
Chief Administrative Officer
Chief Compliance Officer
Managing Director
Head of US Equities and Senior Vice President
Co-Head of US Equities and Senior Vice President
Senior Vice President, Private Wealth Advisor
Vice President, Private Wealth Advisor
Vice President
Private Wealth Advisor
Vice President
Private Wealth Advisor
Vice President
Private Wealth Advisor
Vice President
Retirement Plan Consultant
Vice President, Private Wealth Advisor
Vice President, Private Wealth Advisor
Vice President, Private Wealth Advisor
Vice President, Private Wealth Advisor
Vice President, Private Wealth Advisor
Vice President
Private Client Relationship Manager
Private Client Relationship Manager
Director of Investments, Relationship Manager
Director of Financial Planning
Director, Business Services
Director of Marketing
Director of Strategic Partnerships and Advisor Recruitment
Director of Talent and Culture
Director of Financial Analytics
Director of Private Wealth Operations
Controller
Investment Analyst | Trader
Senior Education Consultant
Private Client Relationship Manager & Sales Development Representative
Financial Planner
Financial Planner
Investment Analyst
Investment Analyst
Reporting Analyst
Senior Account Executive
Account Executive
Senior Client Service Associate
Senior Client Service Associate
Senior Client Service Associate
Senior Client Service Associate
Institutional Operations Manager
Transitions and Integrations Manager
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Compliance Associate
Talent and Culture Associate
Business Services Associate
Business Services Associate
Marketing Associate
Marketing Associate
Business Development Intern
Private Wealth Intern
Investments Intern
Operations Intern
Institutional Advisory Intern
Market commentary
Global Equity Outlook
The Reflationary Case The markets are telling a reflationary story right now. Economic growth is broadening, inflation is firming, andRead More
For Women in Wealth Management, Motherhood Can Be a Valuable Asset
For Women in Wealth Management, Motherhood Can Be a Valuable Asset May 06, 2026 By Steve Garmhausen “I’m aRead More
How Procyon’s Phil Fiore Built a $9.2 Billion ‘Family Office for Middle America’
How Procyon’s Phil Fiore Built a $9.2 Billion ‘Family Office for Middle America’ May 01, 2026 By Steve GarmhausenRead More
5 Smart Money Moves to Consider Before Signing Up for Medicare
5 Smart Money Moves to Consider Before Signing Up for Medicare May 01, 2026 By Beth Braverman “There are certainRead More
RIA Edge Podcast: Building a Scaled, Service-First RIA with Phil Fiore
RIA Edge Podcast: Building a Scaled, Service-First RIA with Phil Fiore April 28, 2026 By David Armstrong In thisRead More
Rotation, Resilience, and Fundamentals Amid Geopolitical Shock
Executive Summary Q1 2026 ultimately reflected a rotation-driven market under a temporary inflation shock, rather than a deterioration in underlyingRead More
Can a QCD Go to a Donor-Advised Fund?
Although it may not seem obvious, charitable giving plays a vital role in retirement planning, offering retirees a way toRead More
Is Money Destroying Your Relationship? Advice From Money Pros.
Is Money Destroying Your Relationship? Advice From Money Pros. February 19, 2026 By Steve Garmhausen In a country plagued byRead More
How a former Marine built a veteran niche on LinkedIn
How a former Marine built a veteran niche on LinkedIn February 19, 2026 By Brian Wallheimer One of the mostRead More
Alpha Quant® Core Equity
Alpha Quant® Core Equity is a portfolio of about 50-60 large-cap stocks that exhibit a combination of higher return on investedRead More