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How Procyon’s Phil Fiore Built a $9.2 Billion ‘Family Office for Middle America

Steve Garmhausen

For wealth management firms, a wait-and-see approach to artificial intelligence won’t do, according to Phil Fiore. “We have to start embracing it now if we’re going to be around in a substantive way five to 10 years from now,” says the co-founder and CEO of Procyon, a $9.2 billion-asset wealth manager based in Shelton, Conn.

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