Media articles &
press releases
For press enquires or to set up an interview, please contact Phil Fiore
at or (475) 232-2700.
07.27.2023
Citywire – An administrator to trust: How Procyon Partners launched its trust biz
Featuring Phil Fiore
The $5bn Shelton, Conn.-based RIA has joined the growing ranks of RIAs offering trust services to clients.
Read More06.23.2023
AdvisorHub – Navigating challenges and opportunities in the RIA M&A market
Featuring Phil Fiore
04.04.2023
CityWire RIA – Why a $5bn RIA entered the insurance business
Featuring Phil Fiore
03.14.2023
Advisor Hub – Three Strategic Pillars for Recruiting Elite Wealth Managers
Featuring Phil Fiore
12.01.2022
Deal Quest Podcast – Episode 203: Breaking Away and Strategic Growth with Phil Fiore
Featuring Phil Fiore
Having more than 25 years of experience, Procyon’ Co-Founder, Phil Fiore, has extensive experience and expertise in the investment advisory space. In addition to being a co-founder of Procyon in 2017, Phil formerly held the positions of Senior Vice President of Wealth Management at UBS,…
Read More09.20.2022
Barron’s Article – Job 1 for RIAs: Finding New Recruits
Featuring Phil Fiore
With the war for talent showing no signs of abating, recruiting has become a top priority for advisory firms. It’s by far “the biggest concern” RIAs say the face today with respect to talent, according to a survey in the 2022 Talent Management Study from…
Read More07.29.2022
From Institutional to Private Wealth: A Former UBS Advisor on Growth, Expansion and Building a $6B Firm
Featuring Phil Fiore
Institutional consulting is a specialty within the wealth management industry focused on advising corporate, foundation, endowment, and retirement plan clients. It’s a business area that’s often well-served by large firms such as Morgan Stanley’s Graystone Consulting, Merrill, or UBS—which typically have the advantage of a…
Read More05.26.2021
FAs Weigh In: Client Advocacy Crucial for Gaining New Business
Featuring Phil Fiore