Procyon Perspectives
Co-Founder and Partner
Co-Founder and Partner
Co-Founder and Partner
Co-Founder and Partner
Co-Founder and Partner
Partner
Partner, Managing Director, Private Wealth Advisor
Partner, Private Wealth Advisor, Retirement Plan Consultant
Partner, Private Wealth Advisor
Partner, Private Wealth Advisor
Partner, President, Employee Benefits
Partner, Executive Vice President, Employee Benefits
Partner, Senior Vice President
Chief Revenue Officer
Managing Director
Senior Vice President, Private Wealth Advisor
Senior Vice President, Senior Private Wealth Advisor
Senior Vice President, Senior Private Wealth Advisor
Senior Vice President, Private Wealth Advisor
Head of US Equities and Senior Vice President
Co-Head of US Equities and Senior Vice President
Senior Vice President, Senior Private Wealth Advisor
Senior Vice President of Business Development
Vice President, Private Wealth Advisor
Vice President
Vice President
Vice President
Vice President of Employee Benefits
Vice President, Private Wealth Advisor
Private Client Relationship Manager
Financial Advisor
Director of Investments
Director, Business Services
Director of Client Service
Director of Marketing
Director of Financial Analytics
Financial Planner
Investment Analyst | Trader
Senior Education Consultant
Business Services Analyst
Investment Analyst
Investment Analyst
Senior Account Executive
Account Executive
Senior Client Service Associate
Senior Client Service Associate
Institutional Client Service Associate
Senior Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Office Associate
Market commentary
FA Magazine – Roth Conversion Strategies For A Rocky Market
May 13, 2025 By Ben Mattlin Recent dips in the market were good opportunities to convert traditional IRAs and 401(k)sRead More
Barron’s – Why Financial Advisors Sometimes Switch Client Niches
May 12, 2025 By Anne Field Robert Persichitte launched his wealth management firm, Delagify Financial, in 2021 with a specificRead More
InvestmentNews – Advisors Work To Make Sure Oversized Inheritances Won’t Ruin Their Clients’ Kids
May 3, 2025 By Gregg Greenberg Share the inheritance, don’t spoil the child! Wealth managers explain how to prevent their clientsRead More
WealthManagement.com – Procyon Readies New Deals Post-Constellation Minority Stake
According to co-founder Phil Fiore, the Dynasty-backed firm will make four to six transactions per year, and is looking atRead More
InvestmentNews – Dynasty firm Procyon Partners inks staking deal with Constellation Wealth Capital
The $8 billion RIA is getting more fuel for geographic expansion and recruit top talent through a minority investment partnership.Read More
WealthManagement.com – Constellation Stakes Dynasty-Backed Procyon Partners
According to Procyon, Constellation Wealth Capital’s investment will help the RIA expand its advisor talent and open offices in keyRead More
City Wire – RIA minority investor Constellation stakes $8bn Procyon Partners
Headquartered in Shelton, Conn., Procyon is part of the Dynasty Financial Partners network. April 17, 2025 By Sam Bojarski ARead More
Barron’s – Heckenberg’s Constellation Takes Minority Stake in Procyon Partners
Procyon, which has $7.8 billion in assets, plans to expand its operations and reach. April 17, 2025, 10:00 am ESTRead More
Procyon Partners Receives Strategic Minority Investment from Constellation Wealth Capital
Procyon Partners Receives Strategic Minority Investment from Constellation Wealth Capital Partnership to Fuel Growth, Expand Talent, and Broaden National FootprintRead More
NAVIGATING MARKETS AMID TARIFFS – APRIL 2025
Last week we highlighted President Trump’s proposed retaliatory tariffs. This week has quickly turned that message into old news. ToRead More