For press enquires or to set up an interview, please contact Phil Fiore
at or (475) 232-2700.
01.07.2026
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
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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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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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
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,…
Read More12.09.2025
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…
Read More12.09.2025
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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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…
Read More12.08.2025
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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