Welcome, Elite Retirement Consultants, LLC & Dispenziere & Associates LLC, 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
Chief Executive Officer
Executive Managing Director

Jeff Farrar

Jeff Farrar, CFP®

Co-Founder and Partner
Executive Managing Director
Chief Operating Officer
President, Procyon Enterprise

Chris Foster

Christopher E. Foster, CIMA®, CRPS®

Co-Founder and Partner
Executive Managing Director
President, Total Benefits
and Institutional Consulting
Senior Institutional Consultant

Thomas Gahan, CRPS®

Co-Founder and Partner
Managing Director
Senior Institutional Consultant

Lou Gloria

Lou Gloria

Co-Founder and Partner
Managing Director
Senior Vice President
Private Wealth Advisor

Antonio Rodrigues

Partner
Chief Investment Officer
Senior Vice President
Private Wealth Advisor

John Marchisotta, CFP®

Partner
Managing Director
Senior Vice President
Private Wealth Advisor

Michael Kelly, CFP®, MS

Partner
Senior Vice President
Private Wealth Advisor

Michael J. Desmond, CIMA®, AIF®, MBA

Partner
Senior Institutional Consultant

James P. Diver, CFP®

Partner
Senior Vice President
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™

Principal
Senior Vice President
Private Wealth Advisor

Joel P. LaGore, CFP®, AIF®

Principal
Senior Vice President
Private Wealth Advisor

Salvatore Dispenziere III, CRPS®, CRC®

Principal
Senior Vice President
Private Wealth Advisor

Harry Kirkpatrick, CFP®

Chief Revenue Officer
President, Private Wealth

Gabriella Payne

Chief Administrative Officer

Todd Smallwood

Chief Compliance Officer

Jim Jeffery

Jim Jeffery, CFA®

Managing Director
Senior Institutional Consultant

Massimo Santicchia

Head of US Equities
Senior Vice President

Katherine Gallagher

Co-Head of US Equities
Senior Vice President

Mark Rich

Mark Rich, CFA®, CFP®

Vice President
Private Wealth Advisor

Caroline Wetzel, CFP®, MBA, AWMA®

Vice President
Private Wealth Advisor

Amber Kendrick, CPFA®, CRPS®

Vice President
Retirement Plan Consultant

Andy Leung, MBA, CFP®

Vice President
Private Wealth Advisor

Daniel Limmer, CFP®

Vice President
Private Wealth Advisor

Brian Turner

Senior Vice President
Private Wealth Advisor

Jamie Wilson, CFP®, CRPS®

Vice President
Private Wealth Advisor

Prasad Sanket Oak, CFP®

Vice President
Private Wealth Advisor

Bevin Nealon, CFP®

Vice President
Private Wealth Advisor

Spencer Comps

Vice President
Private Wealth Advisor
Sales Development Representative

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
Private Wealth Advisor

Jacob Rothenberg

Vice President
Private Wealth Advisor

Hasan Hoke, CFP®, CLU®, ChFC®

Vice President
Private Wealth Advisor

Nuri Gunes, CFP®, CPFA®

Vice President
Private Wealth Advisor

Jesse Kopelakis

Associate Vice President
Private Wealth Advisor

Enrico Brex, CPFA®

Associate Vice President
Private Wealth Advisor

Marc Fischer

Marc Fischer

Director of Business Services

Saira Rizvi, MBA, MS

Director of Marketing

Aprill Ergas, CFP®, ABFP®

Director of Financial Planning

Alex Calechman

Director of Financial Analytics

Elizabeth VanValin

Director of Talent and Culture

Marcella Hamilton-Owsinski

Director of Private Wealth Operations

Jeffrey Wilson, MBA

Director of Investment Operations

Holly Luciano

Director of Procyon Tax

Christopher Ferrick

Controller

Thomas Leffel

Investment Analyst
Trader

Richard J. Appaluccio

Senior Education Consultant

Curtis Irby, CFP®

Financial Planner

Marissa Schneider

Investment Analyst

Ryan Kristie, CFP®

Investment Analyst

John Esteves

Reporting Analyst

Colin Johnson

Associate
Trader

Natalia Fronsaglia

Senior Account Executive

Katiria Julia

Account Executive

Deirdre Nealon

Deirdre Nealon

Senior Client Service Associate

Cari Walling

Senior Client Service Associate

Lisa Allen

Lisa Allen

Senior Client Service Associate

Selena Kemp

Senior Client Service Associate

Terry Crawford, MS, CFP®

Institutional Operations Manager

Hayden Barnes, FPQP®

Transitions and Integrations Manager

Zamena Bridglal

Client Service Associate

Ashlynn Evans

Client Service Associate

Jeannine Parisi

Client Service Associate

Amalia Lee

Client Service Associate

Rebecca Bartro

Client Service Associate

Erin Verzinski

Client Service Associate

Amaris Roman

Client Service Associate

Caitlyn Jaskiewicz

Client Service Associate

Athena Majowka

Client Service Associate

Tyler Rose

Client Service Associate

Ronisia Jones

Client Service Associate

Edward Motherway

Retirement Plan Client Service Associate

Gabrielle Parcel

Client Service Associate

Katarina Bisl

Client Service Associate

Djamy Diawara, MBA

Compliance Associate

Jennifer Rose

Talent and Culture Associate

Makayla Francis

Marketing Associate

Patience Rose

Marketing Associate

Lindsay Zabawar

Marketing Associate

Salvatore Dispenziere, Jr., CPA®

Certified Public Accountant

Toni Marie Drelick

Tax and Accounting Associate

Sonia Malmstone

Tax Senior Client Service Associate

Vaughn Thomas

Tax and Accounting Associate

Alison Catania

Tax and Accounting Associate

Amanda D’Amico

Receptionist

Tyler Amprim

Business Development Intern

Cameron Rodrigues

Private Wealth Intern

Gallery