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Procyon perspectives
03.11.2025
Procyon Partners Supercharges Investment Team with Massimo Santicchia and Katherine Gal...
Industry News/Trends
By Phil Fiore
Proven Investment Duo Brings Risk-Smart Strategies to Fuel Firm’s Next Phase of Growth March 11, 2025 10:00 AM Eastern Daylight Time SHELTON, Conn.–(BUSINESS WIRE)–Procyon is making a bold move to…
01.30.2025
A ROUND OF APPLAUSE FOR 2024! DO WE GET AN ENCORE?
Monthly market commentary
By Mark Rich
MARKET UPDATE: RECAP OF KEY TRENDS IN 2024 AND OUTLOOK ON WHAT IS AHEAD FOR 2025 While the 4th quarter was a volatile ride, US equity markets finished the month higher,…
01.08.2025
MARKET UPDATE: PRE-ELECTION INSIGHTS
Monthly market commentary
By Mark Rich
MARKET UPDATE: PRE-ELECTION INSIGHTS Both equity and fixed income markets broadly moved higher throughout the 3rd quarter, building on a strong firsthalf. •Large cap value stocks, small cap stocks, and…
12.13.2024
Business Wire – Procyon Partners Makes Power Move in Naming Rich Franchella to Dr...
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 Time SHELTON, Conn.–(BUSINESS WIRE)–Procyon is pleased to announce the appointment…
07.29.2024
MARKET UPDATE: A GREAT ROTATION?
Monthly market commentary
By Procyon
Markets broadly continued to trend higher throughout the second quarter and into the start of the third quarter, despite some pockets of weakness. Throughout the second quarter of 2024, US…
05.06.2024
MARKET UPDATE: ALL ABOUT INTEREST RATES
Monthly market commentary
By Procyon
Equity markets continued their advance throughout the 1st quarter of 2024 as the rally that started in October of last year extended. The S&P 500 was up 10.56% in the…
Media articles
05.14.2025
FA Magazine – Roth Conversion Strategies For A Rocky Market
Industry News/Trends
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
Industry News/Trends
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
Industry News/Trends
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
Industry News/Trends
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 MorePress releases
12.16.2025
CityBiz – Procyon Appoints Bevin Nealon as Vice President
Industry News/Trends
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,…
Read More12.16.2025
BusinessWire – Procyon Adds Bevin Nealon as Vice President, Strengthening Advisory Team in Connecticut
Industry News/Trends
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
HartfordBusiness – CT investment advisory firm makes $500M acquisition
Industry News/Trends
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
WealthSolutionsReport – Procyon Buys $500 Million Firm With Offices In Michigan And Texas
Industry News/Trends
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…
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Market commentary
01.20.2022
THE INFLUENCE OF BIG TECH
Monthly market commentary
2021 was a recovery year for this economy. The “reopen” trade was on and it was time to see if those big tech companies who benefitted so much due to the skyrocketing demand for everything technology, could in fact continue their limitless trajectory. The businesses…
Read More11.11.2021
“A SMOOTH SEA NEVER MADE A SKILLED SAILOR” – FRANKLIN D. ROOSEVELT
Monthly market commentary
For many of us up North, October represents a time of change as we prepare for the chillier weather to take hold, the leaves to start falling from the trees, and preparations for the holiday season begin. In the financial markets, however, October felt like…
Read More07.15.2021
IT’S SUMMERTIME!
During this Quarterly Commentary we would like to shed some light on a few topics that are top of mind this summer: Global vaccination rates Stock Markets Bond Markets Personal Finance Where are we with vaccination rates? The US has done a good job…
Read More04.08.2021
THE GRASS IS GREENER WHERE YOU WATER IT
Welcome to Spring! Spring cleaning takes on extra significance this year as we all look forward to ending what seemed like a long winter’s rest! We share the excitement of welcoming the warm fresh air after a year of lockdowns and beginning to close the…
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