Media articles &
press releases
For press enquires or to set up an interview, please contact Phil Fiore
at or (475) 232-2700.
03.08.2026
Gold is surging. Should you add some to your retirement portfolio?
Featuring Jeff Farrar
Gold is surging. Should you add some to your retirement portfolio? February 19, 2026 By Daniel de Visé “Historically, the S&P 500 has outperformed gold,” said Jeff Farrar, a certified financial planner in Shelton, Connecticut. “Since COVID, that’s not been the case, and especially in the last…
Read More02.19.2026
Here Are the Alternative Investments Money Pros Like Now
Featuring Antonio Rodrigues
Here Are the Alternative Investments Money Pros Like Now February 19, 2026 By Steve Garmhausen Investments that zig when stocks and bonds zag have exploded in popularity. Investment advisors share their favorites, as well as some to avoid.
Read More02.10.2026
AI Threat Widens to Financial Sector
Featuring Massimo Santicchia
AI Threat Widens to Financial Sector February 10, 2026 By Xavier Martinez Markets reacted sharply this week as AI concerns expanded beyond technology and into financial services, weighing on wealth-management stocks. In The Wall Street Journal, Massimo Santicchia, our Head of U.S. Equities, offered…
Read More01.08.2026
Serving Those Who Served: Working with Military Families as Investors Requires a Different Kind of Expertise
Featuring Jeff Farrar and Andy Leung
Serving Those Who Served: Working with Military Families as Investors Requires a Different Kind of Expertise February 19, 2026 By Investor Magazine Staff Contributor Jeff Farrar, CFP, CIMA, AIF, Co Founder and Partner at Procyon, says that much of the work begins with helping…
Read More01.07.2026
Lines of Acceleration – The Signals that Shape Decision
Featuring Massimo Santicchia
Lines of Acceleration – The Signals that Shape Decision January 7 2026 By Jennifer Hill Procyon Partners’ Alpha Quant team uses free cashflow (FCF) discipline and momentum signals to identify ‘unconventional value.’ For Massimo Santicchia, head of US equities, traditional measures such as price/book,…
Read More12.16.2025
WealthSolutionsReport – Deals & Recruiting Roundup: Wealth Enhancement, Procyon, NewEdge And More
Featuring Phil Fiore
Deals & Recruiting Roundup: Wealth Enhancement, Procyon, NewEdge And More December 16, 2025 By Thomas Lee Dynasty Financial Partners network partner firm Procyon Advisors purchases OLV Investment Group, a wealth management firm with about $500 million in assets under management (AUM) and multiple locations in Michigan and…
Read More12.16.2025
CityBiz – Procyon Appoints Bevin Nealon as Vice President
Featuring Phil Fiore
Procyon Adds Bevin Nealon as Vice President, Strengthening Advisory Team in Connecticut December 16, 2025 By CityBiz Procyon, a nearly $9-billion independent RIA serving private clients and institutions, today announced that Bevin Nealon has joined the firm as Vice President, Private Wealth Advisor, based in Shelton,…
Read More12.16.2025
BusinessWire – Procyon Adds Bevin Nealon as Vice President, Strengthening Advisory Team in Connecticut
Featuring Phil Fiore
Procyon Adds Bevin Nealon as Vice President, Strengthening Advisory Team in Connecticut December 16, 2025 By Sally Cates Seasoned Advisor Brings Nearly 30 Years of Experience in Retirement Strategy and Personalized Wealth Planning SHELTON, Conn.–(BUSINESS WIRE)–Procyon, a nearly $9-billion independent RIA serving private clients…
Read More12.10.2025
HartfordBusiness – CT investment advisory firm makes $500M acquisition
Featuring Phil Fiore
CT investment advisory firm makes $500M acquisition December 10, 2025 By Michael Juliano Shelton registered investment advisory firm Procyon Partners has acquired a Michigan-based wealth management firm, OLV Investment Group, with $500 million in client assets. OLV Investment Group maintains headquarters in Flint, Michigan,…
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