Welcome OLV Investment Group clients. We are honored to have you join the Procyon community.

 

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®

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
President

Antonio Rodrigues

Partner
Chief Investment Officer

John Marchisotta, CFP®

Partner, Managing Director

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, Director of Client Service

Dr. Tim Tenneriello

Managing Principal

Jesse VanValin, AIF®, BFA™

Senior Vice President & Private Wealth Advisor

Joel P. LaGore, CFP®, AIF®

Senior Vice President & Private Wealth Advisor

Harry Kirkpatrick, CFP®

Chief Revenue Officer

Gabriella Payne

Chief Administrative Officer

Todd Smallwood

Chief Compliance Officer

Jim Jeffery

Jim Jeffery, CFA®

Managing Director

Massimo Santicchia

Head of US Equities and Senior Vice President

Katherine Gallagher

Co-Head of US Equities and Senior Vice President

Brian Turner

Senior Vice President, Private Wealth Advisor

Mark Sullivan

Senior Vice President, Senior Private Wealth Advisor

Greg Matthews

Senior Vice President, Senior Private Wealth Advisor

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

Bevin Nealon, CFP®

Vice President
Private Wealth Advisor

Amber Kendrick, CPFA®, CRPS®

Vice President
Retirement Plan Consultant

Rick Baran, CFP®

Vice President, Private Wealth Advisor

Prasad Sanket Oak, CFP®

Vice President, Private Wealth Advisor

Daniel LaGore, AIF®

Vice President, Private Wealth Advisor

Tim StCin, AIF®

Vice President, Private Wealth Advisor

Bob Jones, CLU®, ChFC®, LUTCF®, CASL®, AIF®

Vice President

Jamie Wilson, CFP®, CRPS®

Private Client Relationship Manager

Jacob Rothenberg

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

Saira Rizvi, MBA, MS

Director of Marketing

Elizabeth VanValin

Director of Talent and Culture

Alex Calechman

Director of Financial Analytics

Thomas Leffel

Investment Analyst | Trader

Richard J. Appaluccio

Senior Education Consultant

Spencer Comps

Private Client Relationship Manager & Sales Development Representative

Curtis Irby, CFP®

Financial Planner

Daniela Cerasani

Financial Planner

Marissa Schneider

Investment Analyst

Ryan Kristie, CFP®

Investment Analyst

Natalia Fronsaglia

Senior Account Executive

Katiria Julia

Account Executive

Cari Walling

Senior Client Service Associate

Deirdre Nealon

Deirdre Nealon

Senior Client Service Associate

Selena Kemp

Senior Client Service Associate

Marcella Hamilton-Owsinski

Client Service Manager

Terry Crawford, MS, CFP®

Institutional Operations Manager

Lisa Allen

Lisa Allen

Senior Client Service Associate

Ashlynn Evans

Client Service Associate

Zamena Bridglal

Client Service Associate

Jeannine Parisi

Client Service Associate

Devon Bresnahan

Business Services Associate

Makayla Francis

Marketing Associate

Amalia Lee

Client Service Associate

Rebecca Bartro

Client Service Associate

Erin Verzinski

Client Service Associate

Amaris Roman

Client Service Associate

Brittany Harris

Client Service Associate

Caitlyn Jaskiewicz

Client Service Associate

Tyler Rose

Client Onboarding Associate

Jennifer Rose

Talent and Culture Associate

Patience Rose

Marketing Associate

Lindsay Zabawar

Business Services Associate

John Esteves

2025 Intern

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