Media articles &
press releases
For press enquires or to set up an interview, please contact Phil Fiore
at or (475) 232-2700.
04.02.2025
WealthManagement.com – Next Gen Advisors Don’t Want to be Cold Callers
Featuring Phil Fiore
April 2, 2025 By Alex Ortolani For RIAs to succeed in the next decade, panelists and attendees of RIA Edge Nashville point to professional businesses that offer recruits a chance to focus on clients. Wealth management still may not be as sexy as investment banking, but…
Read More03.11.2025
Procyon Partners Supercharges Investment Team with Massimo Santicchia and Katherine Gallagher
Featuring 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 elevate its investment capabilities with the addition of Massimo Santicchia as Senior Vice President, Head…
Read More07.22.2024
WealthManagement – The Ultimate Entrée For The Independent Channel
Featuring Phil Fiore
Diana Britton | Jul 22, 2024 While many in the financial advice business have for years focused on retail clients, some firms are finding that institutional clients, such as pensions and foundations, can pay off in a major way. When advisor Phil Fiore started his career at…
Read More07.08.2024
InvestmentNews – What RIAs need to think about before partnering up
Featuring Phil Fiore
“You’re literally marrying another entity that you may not have married from the beginning,” says CEO of Procyon. July 5, 2024 By Gregg Greenberg Partnering with another RIA means more than merely hooking up, according to Phil Fiore, CEO of Procyon. It’s essentially a wedding…
Read More06.25.2024
Wealth Solutions Report – Three Advisory CEOs Describe Strategy at Three Stages Of Growth
Featuring Phil Fiore
Growth isn’t a linear, smooth path – it’s filled with multiple challenges as a firm proceeds through stages. Navigating the ship of business requires different approaches from advisory firms that recently launched, those that have reached their final intended heights, and those in between. We…
Read More04.09.2024
WealthManagement – Procyon: Institutional Due Diligence With a Private Wealth Overlay
Featuring Antonio Rodrigues and Phil Fiore
Procyon takes a bottom-up approach to portfolio management, but the firm’s real differentiator lies in its own alternative funds, giving clients access to unique opportunities in the private markets. Diana Britton | Apr 08, 2024 Procyon was founded in 2017 by financial advisor Phil Fiore with the…
Read More04.01.2024
Wealth Solution Reports – Three Keys For Advisory Firms Looking To Grow By Acquisition
Featuring Phil Fiore
Three Experienced Dynasty-Affiliated Firm Leaders Share Keys To Ensuring Successful Acquisitions Acquisitions aren’t just for RIA aggregators and large enterprises – small and mid-sized advisory businesses often choose to grow inorganically. While the scaled, repeat players have teams of experts with years of experience and…
Read More01.17.2024
CityWire – $6.5bn Procyon makes executive hire
Featuring Phil Fiore
Procyon has brought on Harry Kirkpatrick to serve as chief revenue officer. Procyon, the $6.5bn RIA backed by Dynasty Financial Partners, has hired a chief revenue officer, the firm revealed on Wednesday. Harry Kirkpatrick is joining Procyon from NEIRG Wealth Management, where he’s served as…
Read More08.17.2023
Procyon Partners Takes Center Stage: Leading the Charge Among Rapidly Expanding RIAs in the Country
Featuring Phil Fiore
Room to grow When I succeeded Alex Rosenberg as editor of Citywire RIA, I admit that one of the things that made me nervous about the role was the annual 50 Growers Across America report, which was his brainchild and had been his pride and…
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