Media articles &
press releases
For press enquires or to set up an interview, please contact Phil Fiore
at or (475) 232-2700.
04.18.2025
InvestmentNews – Dynasty firm Procyon Partners inks staking deal with Constellation Wealth Capital
Featuring Manoj Kumar
The $8 billion RIA is getting more fuel for geographic expansion and recruit top talent through a minority investment partnership. April 17, 2025 By Leo Almazora Procyon Partners, an RIA operating within the Dynasty Financial Network, has officially become the latest to join the industry…
Read More04.17.2025
WealthManagement.com – Constellation Stakes Dynasty-Backed Procyon Partners
Featuring Manoj Kumar
According to Procyon, Constellation Wealth Capital’s investment will help the RIA expand its advisor talent and open offices in key markets nationwide. April 17, 2025 By Patrick Donachie Constellation Wealth Capital has staked its latest firm: Procyon Partners, an $8 billion RIA based in Connecticut…
Read More04.17.2025
City Wire – RIA minority investor Constellation stakes $8bn Procyon Partners
Featuring Manoj Kumar
Headquartered in Shelton, Conn., Procyon is part of the Dynasty Financial Partners network. April 17, 2025 By Sam Bojarski A Connecticut RIA has accepted minority investment from Karl Heckenberg’s Constellation Wealth Capital. Procyon Partners, an $8bn RIA, said Thursday that the deal with serial RIA…
Read More04.17.2025
Barron’s – Heckenberg’s Constellation Takes Minority Stake in Procyon Partners
Featuring Manoj Kumar
Procyon, which has $7.8 billion in assets, plans to expand its operations and reach. April 17, 2025, 10:00 am EST By Andrew Welsch Karl Heckenberg’s private equity firm Constellation Wealth Capital is buying a minority stake in Procyon Partners, a registered investment advisory firm that…
Read More04.17.2025
Procyon Partners Receives Strategic Minority Investment from Constellation Wealth Capital
Featuring Manoj Kumar
Procyon Partners Receives Strategic Minority Investment from Constellation Wealth Capital Partnership to Fuel Growth, Expand Talent, and Broaden National Footprint April 17, 2025 10:00 AM Eastern Daylight Time SHELTON, Conn.–(BUSINESS WIRE)– Procyon Partners, a fast-growing registered investment advisory (RIA) firm known for delivering personalized,…
Read More04.02.2025
WealthManagement.com – Next Gen Advisors Don’t Want to be Cold Callers
Featuring Phil Fiore
April 2, 2025 By Alex Ortolani For RIAs to succeed in the next decade, panelists and attendees of RIA Edge Nashville point to professional businesses that offer recruits a chance to focus on clients. Wealth management still may not be as sexy as investment banking, but…
Read More03.11.2025
Procyon Partners Supercharges Investment Team with Massimo Santicchia and Katherine Gallagher
Featuring Phil Fiore
Proven Investment Duo Brings Risk-Smart Strategies to Fuel Firm’s Next Phase of Growth March 11, 2025 10:00 AM Eastern Daylight Time SHELTON, Conn.–(BUSINESS WIRE)–Procyon is making a bold move to elevate its investment capabilities with the addition of Massimo Santicchia as Senior Vice President, Head…
Read More02.14.2025
InvestmentNews – Proactivity is key to client satisfaction, and it’s lagging
Featuring Bob Alimena
FEB 13, 2025 By Gregg Greenberg Financial advisory clients increasingly want “proactivity,” according to a new study. In other words, they want their wealth managers to anticipate their needs in advance. Unfortunately, the study also shows a pretty substantial gap between the proactivity they want and…
Read More02.14.2025
InvestmentNews – ‘Money Mimosas’ and other ways to show your Valentine financial love
Featuring Caroline Wetzel
FEB 14, 2025 By Gregg Greenberg Looking for something special to do with your one and only this Valentine’s Day? Perhaps an activity that shows how much you want your relationship to last, not just emotionally, but financially as well? How about sharing a “money mimosa”?…
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