Welcome Wooster Corthell Clients. We are honored to have you join the Procyon community. Read the full announcement

 

Our team

Our Team

Meet the team

Procyon’s team of experienced professionals provide exceptional service through a proactive, team-based approach led by a dedicated advisor. We customize advice to meet clients’ needs and are knowledgeable of the specific challenges faced by various niches, including retirement plans, employee benefits, doctors, business owners, family-owned and privately held companies, affluent families, and successful executives.

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Phil Fiore, CIMA®, CRPC®

Co-Founder and Partner
Executive Managing Director
Chief Executive Officer

Jeff Farrar

Jeff Farrar, CFP®, CIMA®, AIF®

Co-Founder and Partner
Executive Managing Director
Chief Operations Officer

Lou Gloria

Lou Gloria

Co-Founder and Partner
Managing Director

Thomas Gahan, CRPS®

Co-Founder and Partner
Managing Director

Chris Foster

Christopher E. Foster, CIMA®, CRPS®

Co-Founder and Partner
Executive Managing Director
Chief Compliance Officer

Antonio Rodrigues

Partner
Chief Investment Officer

John Marchisotta, CFP®

Partner, Managing Director, Private Wealth Advisor

Michael J. Desmond, CIMA®, AIF®, MBA

Partner, Private Wealth Advisor, Retirement Plan Consultant

Michael Kelly, CFP®, MS

Partner, Private Wealth Advisor

James P. Diver, CFP®

Partner, Private Wealth Advisor

Sean J. Rabinowitz

Partner, President, Employee Benefits

Melissa Dittrich

Partner, Executive Vice President, Employee Benefits

Robert S. Alimena, MBA, CFP®

Partner, Senior Vice President
Private Wealth Advisor

Matt Corthell, CFA®

Principal, Senior Vice President, Senior Private Wealth Advisor

Katherine Kelly

Principal, Senior Vice President

Harry Kirkpatrick, CFP®

Chief Revenue Officer

Gabriella Payne

Chief Administrative Officer

Jim Jeffery

Jim Jeffery, CFA®

Managing Director

Brian Turner

Senior Vice President, Private Wealth Advisor

Massimo Santicchia

Head of US Equities and Senior Vice President

Katherine Gallagher

Co-Head of US Equities and Senior Vice President

Mark Sullivan

Senior Vice President, Senior Private Wealth Advisor

Greg Matthews

Senior Vice President, Senior Private Wealth Advisor

Richard Franchella

Senior Vice President of Business Development

Daniel Limmer, CFP®

Vice President, Private Wealth Advisor

Caroline Wetzel, CFP®, MBA, AWMA®

Vice President
Private Wealth Advisor

Andy Leung, MBA, CFP®

Vice President
Private Wealth Advisor

Amber Kendrick, CPFA®, CRPS®

Vice President
Retirement Plan Consultant

Rick Baran, CFP®

Vice President, Private Wealth Advisor

Prasad Oak, CFP®

Vice President, Private Wealth Advisor

Tom Simses

Vice President of Employee Benefits

Jamie Wilson, CFP®, CRPS®

Private Client Relationship Manager

Mark Rich

Mark Rich, CFA®, CFP®

Director of Investments

Aprill Ergas, CFP®, ABFP®

Director of Financial Planning

Marc Fischer

Marc Fischer

Director, Business Services

Cari Walling

Director of Client Service

Saira Rizvi

Director of Marketing

Abby D’Annolfo

Director of Financial Analytics

Thomas Leffel

Investment Analyst | Trader

Richard J. Appaluccio

Senior Education Consultant

Daniela Cerasani

Associate Financial Planner

Candice Cole

Business Services Analyst

Marissa Schneider

Investment Analyst

Ryan Kristie

Investment Analyst

Natalia Fronsaglia

Senior Account Executive

Katiria Julia

Account Executive

Deirdre Nealon

Deirdre Nealon

Senior Client Service Associate

Selena Kemp

Senior Client Service Associate

Terry Crawford, CFP®

Institutional Client Service Associate

Lisa Allen

Lisa Allen

Senior Client Service Associate

Ashlynn Evans

Client Service Associate

Zamena Bridglal

Client Service Associate

Jeannine Parisi

Client Service Associate

Joanna Grace

Client Service Associate

Devon Bresnahan

Client Service Associate

Makayla Francis

Client Service Associate

Husnain Tirmazi

Client Service Associate

Lindsay Zabawar

Office Associate

John Esteves

2025 Summer Intern

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