04.18.2025
InvestmentNews – Dynasty firm Procyon Partners ...
Industry News/Trends
Procyon Partners inks staking deal with Constellation Wealth Capital
04.17.2025
WealthManagement.com – Constellation Stakes Dyn...
Industry News/Trends
According to Procyon, Constellation Wealth Capital’s investment will help the RIA expand its advisor talent and open offices in key…
04.17.2025
City Wire – RIA minority investor Constellation...
Industry News/Trends
Headquartered in Shelton, Conn., Procyon is part of the Dynasty Financial Partners network. April 17, 2025 By Sam Bojarski A…
04.17.2025
Barron’s – Heckenberg’s Constellation Tak...
Industry News/Trends
Procyon, which has $7.8 billion in assets, plans to expand its operations and reach. April 17, 2025, 10:00 am EST…
04.02.2025
WealthManagement.com – Next Gen Advisors Don...
Industry News/Trends
April 2, 2025 By Alex Ortolani For RIAs to succeed in the next decade, panelists and attendees of RIA Edge…
02.14.2025
InvestmentNews – Proactivity is key to client s...
Industry News/Trends
FEB 13, 2025 By Gregg Greenberg Financial advisory clients increasingly want “proactivity,” according to a new study. In other words, they…
02.14.2025
InvestmentNews – ‘Money Mimosas’ an...
Industry News/Trends
FEB 14, 2025 By Gregg Greenberg Looking for something special to do with your one and only this Valentine’s Day? Perhaps…
02.11.2025
Barron’s – Palantir Is the S&P 500’s...
Industry News/Trends
Feb 10, 2025, 4:50 pm EST By Paul R. La Monica Technologies is Wall Street’s “it” stock of the moment. The…
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Press releases
04.17.2025
Procyon Partners Receives Strategic Minority In...
Industry News/Trends
Procyon Partners Receives Strategic Minority Investment from Constellation Wealth Capital Partnership to Fuel Growth, Expand Talent, and Broaden National Footprint…
03.11.2025
Procyon Partners Supercharges Investment Team w...
Industry News/Trends
Proven Investment Duo Brings Risk-Smart Strategies to Fuel Firm’s Next Phase of Growth March 11, 2025 10:00 AM Eastern Daylight…
12.13.2024
Business Wire – Procyon Partners Makes Po...
Industry News/Trends
Bold Hire Set to Accelerate Wealth Dynamo’s Growth Across Private-Client and Institutional Verticals December 02, 2024 10:00 AM Eastern Standard…
06.30.2023
Financial Advisor IQ – Procyon Partners A...
Industry News/Trends
Jerry Sneed, Christopher Sneed and Frank McKiernan join from Baker Tilly Wealth Management. By Alex Padalka|June 30, 2023 Procyon announced that it…
06.28.2023
Family Wealth Report – US Wealth House Ad...
Industry News/Trends
The team of advisors joining the group used to run more than $600 million of client money. Procyon announced yesterday that…
06.27.2023
InvestmentNews – Procyon Partners adds tw...
Industry News/Trends
Frank McKiernan and Jerry Sneed are joining Procyon, a Dynasty Financial network firm, from Baker Tilly Wealth Management. June 27,…
06.27.2023
Citywire – Dynasty-backed Procyon adds $6...
Industry News/Trends
The advisory team, which will work out of New York City, is led by Frank McKiernan and Jerry Sneed. BY…
06.27.2023
Businesswire – Already a Juggernaut of RI...
Industry News/Trends
Procyon’ New Addition Marks More than $1.5 Billion in Acquired New Client Assets in Just Two Years June 27, 2023 10:00…
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