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Archive

10 Jun

Posted at 01:06h in by

Phil is a highly experienced individual with over 30 years of expertise in providing investment consulting services to institutions and high-net-worth families. As the Co-Founder and CEO of Procyon, he brings his extensive financial knowledge to the firm, focusing on firm-wide management, leadership & Nationwide expansion.

Before co-founding Procyon, Phil held the position of Senior Vice President of Wealth Management at UBS. During his time there, he led the FDG Group, which was a prominent Institutional Consulting and Private Wealth Team. He also served as a member of the Institutional Consulting Group, Advisory Council, Senior Institutional Consultant, and a Senior Retirement Plan Consultant at UBS. In addition, Phil held the role of Co-Chair of the UBS Corporate Development Advisory Board and its Retirement Advisory Council.

Phil has received several accolades for his accomplishments in the financial industry. While at UBS, the Financial Times named him one of their Top 400 US Advisors in 2014, and he was also listed as one of Barron’s Top 1,200 Financial Advisors in 2015. Due to his success and expertise, Phil is often invited to speak at national retirement conferences and media interviews, where he shares his knowledge on RIA M&A (Registered Investment Advisor mergers and acquisitions).

Phil has a Bachelor of Arts (B.A.) degree in Political Science from the University of Hartford. He has also earned the Certified Investment Management Analyst (CIMA®) and Certified Retirement Plans Counselor (CRPC®) certifications from the College for Financial Planning. These certifications were obtained through the University of Pennsylvania’s Wharton School of Business.

Outside of work, Phil resides in Westport, CT, with his wife and their two sons. He enjoys golfing, working out, and participating in exotic car rallies and shows.

09 Jun

Posted at 02:12h in by

Jeff brings a wealth of experience in guiding the wealth of both individual and institutional clients through various market cycles, starting from 1999. As a co-founder of Procyon, he has played a key role in the firm’s establishment and success.
Before joining Procyon, Jeff worked at the FDG Group at UBS, where he held multiple positions, including Senior Portfolio Manager, Wealth Advisor, Institutional Consultant, and Senior Retirement Plan Consultant. Prior to that, he spent a decade at Merrill Lynch, serving as both an advisor and a resident director responsible for overseeing a team of advisors in an office.

In addition to his financial expertise, Jeff is also a decorated veteran, having earned his B.S. degree from the U.S. Coast Guard Academy. He furthered his education by obtaining an M.B.A. from the Anderson Graduate School of Management at UCLA and his Certified Financial Planner (CFP®) designation.

Jeff’s commitment to the financial planning profession is evident through his board level involvement in various organizations.  He served on the Board of Directors of both the Financial Planning Standards Board (FPSB), and the CFP Board (CFPB) helping to guide the organizations as they grew the profession to over 230,000 CFPs worldwide. For many semesters , Jeff shared his knowledge and expertise as an adjunct Professor at Fairfield University, teaching undergraduates about financial matters.

Outside of work, Jeff resides in Tennessee with his wife. He has a passion for soccer and enjoys participating in all water sports.

06 Jun

Posted at 02:28h in by

Chris has an extensive background in wealth management, beginning his career in 2008. He is one of the Founding Partners of Procyon, where he plays a crucial role in serving institutional investors. Chris specializes in retirement plan consulting for both qualified and non-qualified plans, catering to a diverse range of clients that include some of the nation’s top companies.

As a retirement plan consulting specialist, Chris has developed a deep understanding of analytics, retirement plan design, and fiduciary best practices. He leads Procyon’s Investment Analyst group, providing clients with valuable insights on how these factors can enhance employee retirement outcomes and minimize organizational risk.

Before co-founding Procyon, Chris held several significant roles at the FDG Group within UBS. He served as a Senior Wealth Strategist, Institutional Analyst, and Senior Retirement Plan Consultant. During his time there, he was an active member of the firm’s Institutional and Retirement Plan Consulting Groups, contributing his expertise to the benefit of clients.

Chris obtained a B.S. degree in Finance and a B.A. degree in Political Science from the University of Connecticut. He has further enhanced his professional qualifications by earning the Certified Investment Management Analyst (CIMA®) and Chartered Retirement Plans Specialist (CRPS®) designations.

Chris’s extensive experience, qualifications, and dedication to serving institutional clients make him a valuable asset in the field of wealth management and retirement plan consulting. His expertise in investment analytics, plan design, and fiduciary best practices positions him well to guide clients towards achieving their financial goals while mitigating risk.

Outside of his professional endeavors, Chris resides in Glastonbury, CT, with his wife and two sons. He enjoys exploring new destinations through travel, engaging in outdoor activities such as skiing and golfing, and maintaining a balanced lifestyle.

16 Jan

Posted at 16:27h in by

Harry is a veteran of the financial services industry with over 10 years of building and leading advisory teams. At the Chief Revenue Officer of Procyon, he brings a comprehensive and consultative approach to wealth management, focusing on the development and success of the financial professionals on the Procyon team.

Harry’s focus on leadership and development stemmed from his experience as the first employee at a nationwide fintech financial advisory firm called Facet. At Facet, Harry helped build the business over six years from a pre-revenue stage to 13,000 active households across the United States. While at Facet, Harry held a variety of key leadership roles, including building the sales organization and leading the financial planning team. Harry left Facet in 2023 as their Chief Revenue Officer and a member of the executive team. At Facet, Harry was a part of the CFP Board’s Financial Advice Working Group, actively working with financial planning leaders across the country on opportunities to improve how advisors deliver client service. Prior to Facet, Harry worked at a boutique ultra-high net worth consulting firm focused on providing complex insurance and trust solutions to families.

Harry has a BS and MS from Bentley University. At Bentley, he studied corporate finance and accounting (BS) and financial planning (MS). He also earned the CFP designation early on in his career.

Outside of work, Harry resides in Worcester, MA with his wife, dog, and cat. He continues to play competitive amateur golf and enjoys following his favorite Boston sports teams.

 

13 Aug

Posted at 10:37h in by

Gabby is the Chief Administrative Officer at Procyon, where she focuses on building thoughtful infrastructure to support the firm’s people, growth, and operational excellence. Her work spans a range of internal initiatives including advisor transitions, talent development, and organizational planning  – all with the goal of creating an environment where both employees and the business can thrive.

Before joining Procyon, Gabby spent six years at Dynasty Financial Partners as a Relationship Manager, working closely with independent RIA firms to help them refine their business strategy, focus on growth, streamline internal workflows and processes, and enhance the client experience. She began her career at Raymond James and earned her bachelor’s degree from the University of Florida.

Gabby is passionate about shaping strong firm culture, supporting high-performing teams, and translating strategy into meaningful, people-centered action. She lives in Tampa, Florida, with her husband and enjoys traveling and spending time with her family.