Media articles &
press releases
For press enquires or to set up an interview, please contact Phil Fiore
at or (475) 232-2700.
03.31.2026
How a former Marine built a veteran niche on LinkedIn
Featuring Andy Leung
How a former Marine built a veteran niche on LinkedIn February 19, 2026 By Brian Wallheimer One of the most important things a financial advisor can do when building a niche is speak the same language as their clients and prospects — it’s mission critical.
Read More03.31.2026
Women Advisors See Opportunity in the Great Wealth Transfer
Featuring Bevin Nealon
Women Advisors See Opportunity in the Great Wealth Transfer March 31, 2026 by Sally Cates Women are poised to influence one of the largest shifts of wealth in modern financial history. According to Cerulli, through the next two decades, roughly $124 trillion is expected to…
Read More03.26.2026
Women in Leadership: A Conversation with Bevin Nealon, CFP® of Procyon
Featuring Bevin Nealon
Women in Leadership March 26, 2026 By Investor Magazine Staff Contributor To me, being a trailblazer means building your own path instead of waiting for one to be handed to you. A Conversation with Bevin Nealon, CFP® of Procyon.
Read More03.25.2026
How to invest in today’s market, according to a pro
Featuring James Diver
How to invest in today’s market, according to a pro February 19, 2026 By Lucy Brewster James Diver advises high net worth clients on investing in a wild market. As a financial advisor to high net worth clients at Procyon, James Diver has seen it all….
Read More03.08.2026
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,…
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