Media articles &
press releases
For press enquires or to set up an interview, please contact Phil Fiore
at or (475) 232-2700.
06.26.2025
DUE DILIGENCE REPORT – SMALL AND MID-CAPS
Featuring Massimo Santicchia
DUE DILIGENCE REPORT – SMALL AND MID-CAPS June 26, 2025 By Jen Hill Playful now, powerful next Don’t let their stature fool you – small and mid-caps are built for more than play. Nimble, focused, and wired for innovation, they are poised to outpace the…
Read More06.07.2025
InvestmentNews – Building a specialized financial advisory practice: ‘This niche chose me’
Featuring Caroline Wetzel
June 6, 2025 By Gregg Greenberg Wealth managers explain how they built successful businesses based on a specific market or social segment. For some advisors, there’s more to knowing your customer than “KYC.” Every wealth manager is well acquainted with the “Know Your Customer” or KYC rule. That’s…
Read More05.23.2025
Barron’s – What These Financial Advisors Learned From Military Service and How They Give Back on Memorial Day
Featuring Jeff Farrar and Andy Leung
May 23, 2025 To mark this national holiday, wealth management professionals share insights they gained during their years of service and how they are helping military families today. By Sally Cates Although Memorial Day is often thought of as the kickoff to summer, its real…
Read More05.14.2025
FA Magazine – Roth Conversion Strategies For A Rocky Market
Featuring Bob Alimena
May 13, 2025 By Ben Mattlin Recent dips in the market were good opportunities to convert traditional IRAs and 401(k)s to Roth accounts, advisors say. But clients who missed out shouldn’t despair. “Periods of increased market volatility can present a great opportunity for Roth conversions,”…
Read More05.03.2025
InvestmentNews – Advisors Work To Make Sure Oversized Inheritances Won’t Ruin Their Clients’ Kids
Featuring James Diver
May 3, 2025 By Gregg Greenberg Share the inheritance, don’t spoil the child! Wealth managers explain how to prevent their clients from ruining their kids values and motivation. Are your advisory clients afraid that money will ruin their children? If so, you’re not alone. One of…
Read More04.29.2025
WealthManagement.com – Procyon Readies New Deals Post-Constellation Minority Stake
Featuring Phil Fiore
According to co-founder Phil Fiore, the Dynasty-backed firm will make four to six transactions per year, and is looking at the space between the Mississippi River and the East Coast; but the deals “have to be the right ones.” April 29, 2025 By Patrick Donachie…
Read More04.17.2025
City Wire – RIA minority investor Constellation stakes $8bn Procyon Partners
Featuring Phil Fiore
Headquartered in Shelton, Conn., Procyon is part of the Dynasty Financial Partners network. April 17, 2025 By Sam Bojarski A Connecticut RIA has accepted minority investment from Karl Heckenberg’s Constellation Wealth Capital. Procyon Partners, an $8bn RIA, said Thursday that the deal with serial RIA…
Read More04.17.2025
Barron’s – Heckenberg’s Constellation Takes Minority Stake in Procyon Partners
Featuring Phil Fiore
Procyon, which has $7.8 billion in assets, plans to expand its operations and reach. April 17, 2025, 10:00 am EST By Andrew Welsch Karl Heckenberg’s private equity firm Constellation Wealth Capital is buying a minority stake in Procyon Partners, a registered investment advisory firm that…
Read More04.17.2025
Procyon Partners Receives Strategic Minority Investment from Constellation Wealth Capital
Featuring Phil Fiore
Procyon Partners Receives Strategic Minority Investment from Constellation Wealth Capital Partnership to Fuel Growth, Expand Talent, and Broaden National Footprint April 17, 2025 10:00 AM Eastern Daylight Time SHELTON, Conn.–(BUSINESS WIRE)– Procyon Partners, a fast-growing registered investment advisory (RIA) firm known for delivering personalized,…
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