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01.07.2026

Lines of Acceleration – The Signals that Shape Decision

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,…

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12.16.2025

WealthSolutionsReport – Deals & Recruiting Roundup: Wealth Enhancement, Procyon, NewEdge And More

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…

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12.16.2025

CityBiz – Procyon Appoints Bevin Nealon as Vice President

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,…

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12.16.2025

BusinessWire – Procyon Adds Bevin Nealon as Vice President, Strengthening Advisory Team in Connecticut

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…

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12.10.2025

HartfordBusiness – CT investment advisory firm makes $500M acquisition

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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12.09.2025

WealthSolutionsReport – Procyon Buys $500 Million Firm With Offices In Michigan And Texas

Procyon Buys $500 Million Firm With Offices In Michigan And Texas   December 9, 2025  By Jeff Berman ynasty Financial Partners network partner firm Procyon Advisors announced Monday that it acquired OLV Investment Group, a wealth management firm with about $500 million in assets under…

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12.09.2025

FWP – Deals Of The Day: The Latest In Wealth Management M&A – Procyon, OLV

Deals Of The Day: The Latest In Wealth Management M&A – Procyon, OLV   December 9, 2025  By Family Wealth Reports Editorial Staff Procyon, an RIA, has acquired OLV Investment Group, a wealth management firm in Michigan and Texas. The acquisition brings about $500 million…

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12.09.2025

PrivateBanker – Procyon acquires OLV to expand presence in US

Procyon acquires OLV to expand presence in US   December 9, 2025  By Vidyasagar Maddela   S-based registered investment advisory (RIA) firm Procyon Partners has acquired OLV Investment Group to expand its footprint into the Midwest and South. OLV is a wealth management firm operating…

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12.08.2025

BusinessWire – Procyon Expands National Presence with Addition of OLV Investment Group, Bringing Total Client Assets to Nearly $9 Billion

Procyon Expands National Presence with Addition of OLV Investment Group, Bringing Total Client Assets to Nearly $9 Billion   December 8, 2025  By Amiee Watts PROCYON EXPANDS NATIONAL PRESENCE WITH ADDITION OF OLV INVESTMENT GROUP, BRINGING TOTAL CLIENT ASSETS TO NEARLY $9 BILLION Acquisition Adds…

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