Welcome, Elite Retirement Consultants, LLC & Dispenziere & Associates LLC, Clients. We are honored to have you join the Procyon community!

 

Archive

05 Jun

Posted at 02:36h in by

Antonio brings over two decades of experience in the financial markets, working with high-net-worth individuals and families, corporations, and non-profit organizations since 2001. He has a deep understanding of his clients’ evolving needs and develops personalized investment portfolios that align with their goals.

At Procyon, Antonio serves as a Partner and holds the position of chair on the Procyon Investment Committee, where he plays a key role in decision-making processes regarding investments.

Prior to joining Procyon, Antonio held the role of Senior Portfolio Manager at Olson Mobeck Investment Advisors, where he served as a senior member of the Investment Committee. Before that, he worked as a Senior Portfolio Manager at People’s United Inc., further solidifying his expertise in investment management.

Antonio earned a B.S. degree from Fairfield University and a master’s degree in finance from Fairfield University’s Charles F. Dolan School of Business. His educational background, coupled with his extensive professional experience, provides him with a strong foundation in the field of finance.

With his comprehensive experience, responsibilities as a Partner, and leadership role on the Procyon Investment Committee, Antonio is well-equipped to provide valuable insights and guidance to clients seeking tailored investment strategies to achieve their financial goals.

Outside of work, Antonio resides in Stratford, CT, with his wife and two children. He takes pleasure in watching his children participate in sports activities and values spending quality time with family and friends.

10 Mar

Posted at 19:51h in by

Massimo brings over 30 years of expertise in the financial markets, specializing in optimizing portfolios for high-net-worth families and institutional investors. With a strong background in creating and managing innovative investment strategies for mutual funds, unit investment trusts (UITs), and separate managed accounts (SMAs), he combines deep fundamental insights with advanced skills in alpha factor discovery, evaluation, and quantitative portfolio structuring.

As Senior Vice President and Head of U.S. Equities at Procyon, Massimo also plays a critical role on the Investment Committee, contributing to research and decision-making around portfolio allocation. Prior to Procyon, he co-founded Alpha Quant Models in 2020, where he developed an independent quantitative research process to craft investment strategies for financial professionals. His leadership at Alpha Quant earned him the prestigious “Manager of the Decade” recognition by PSN Informa for four consecutive years, including 2024.

Massimo holds an M.S. in Investment Management from Pace University, an MBA from Alliant University, and a B.S. in Economics and Political Science from the University of Perugia in Italy. At Procyon, he continues to leverage his experience, managing U.S. domestic portfolio strategies and collaborating with external advisors to apply a disciplined, scalable investment approach for their clients.

Living in South Florida, Massimo swims and plays tennis year-round. Weekend tournaments keep him fit both physically and mentally, providing balance outside of work.

10 Mar

Posted at 19:51h in by

Katherine brings over 20 years of experience in the financial markets, with expertise spanning multi-asset and equity portfolio management, manager selection, and asset allocation. Since 2003, she has successfully managed asset-allocated ETFs, mutual funds, and multi-asset portfolios, combining proprietary equity strategies with these vehicles. Katherine excels in applying her skills across a wide range of client channels, from global financial services firms to independent advisors.

At Procyon, Katherine serves as Senior Vice President and Senior Portfolio Manager, contributing to the Investment Committee where she plays a pivotal role in portfolio research and allocation decisions. Before joining Procyon, Katherine co-founded Alpha Quant Models in 2020, where she led the development of independent, quantitative research-driven investment strategies for financial professionals. Her work at Alpha Quant earned her the prestigious “Manager of the Decade” award from PSN Informa for four consecutive years, most recently in 2024.

Katherine holds a B.S. with Global Designation from Fordham University’s Gabelli School of Business. At Procyon, she is instrumental in managing U.S. domestic portfolio strategies and collaborating with external advisors to implement a scalable, disciplined investment approach for their clients.

29 Sep

Posted at 16:36h in by

Jeff Wilson joined Procyon as Director of Investment Operations. He has spent more than 20 years working at the intersection of investment operations and client service. His areas of expertise include investment operations, process improvement, client implementation, and team leadership. Much of his work centers on building operating environments that support a strong client experience.

Jeff earned his BA at Hamilton College and later completed his MBA at Northeastern University. He began his career in asset management operations, which he saw as his way into the investment industry. From there he moved into increasingly complex leadership roles, deepening his experience across both investment operations and client service. Across these roles, Jeff has consistently taken on responsibility for designing and refining the workflows, controls, and reporting structures that support day-to-day investment operations, while building out and mentoring operations teams.

Jeff was born and raised in Massachusetts and now lives in Swampscott with his wife and their three children. Outside of work, he enjoys spending his time with family, golfing and skiing.

20 Jul

Posted at 15:55h in by

Tom brings a wealth of experience and expertise to his role as a Trader and Investment Analyst at Procyon. His primary focus is on identifying investment opportunities, constructing portfolios, and implementing effective asset allocation strategies. As a member of Procyon’s investment committee, he actively contributes to the firm’s investment decision-making processes.

Before joining Procyon, Tom enjoyed a successful career in the financial markets. He traded government bonds for US Treasury bond Primary Dealers, directed institutional sales, and managed a fixed income portfolio for one of the world’s largest life insurance companies. Additionally, Tom has expertise in developing quantitative, systematic trading strategies.,

Tom holds a BA in Economics from Hobart College and an MBA with a concentration in Finance from the University of Chicago’s Booth School of Business. His educational background, coupled with his extensive practical experience, provides him with a solid foundation in financial markets and investment management.

With his deep knowledge of financial markets, experience in trading and portfolio management, and commitment to ongoing learning, Tom is well-equipped to contribute to Procyon’s investment strategies and provide valuable insights to clients.

Outside of work, Tom resides in Weston, CT, with his wife and daughters. During his spare time, he enjoys reading, traveling, skiing, and cycling.

20 Jan

Posted at 14:42h in by

Marissa plays a crucial role as a Investment Analyst at Procyon, where she focuses on portfolio construction, asset allocation, financial planning, and performance reporting. Additionally, she serves as a member of the firm’s investment committee, contributing her insights and expertise to the decision-making process.

Marissa’s career journey began in the banking industry, where she gained valuable experience as an Apprentice and Business Banking Intern. Prior to joining Procyon, she worked as a Finance Intern for Ameriprise Financial, where she assisted with planning software, client communication and relationships, and social media management. These experiences have equipped her with a strong foundation in financial planning and a comprehensive understanding of client management.

Marissa graduated from the University of Wisconsin, where she earned a B.S. degree with a major in Financial Planning and a minor in Entrepreneurship. Her educational background provides her with the necessary knowledge and skills to excel in her role at Procyon.

With her focus on reporting and portfolio analysis, combined with her commitment to client satisfaction, Marissa contributes to Procyon’s dedication to providing comprehensive financial solutions. Her passion for financial planning and her well-rounded skill set make her a valuable asset to the firm and its clients.

Outside of her professional pursuits, Marissa resides in Milford, CT. In her leisure time, she enjoys working out, traveling, and cooking. These activities allow her to recharge and find inspiration outside of her work.

09 Sep

Posted at 17:02h in by

Ryan recently joined Procyon as a reporting analyst. His career began at Lockheed Martin as a financial analyst working on the production of the Presidential helicopter program. Here Ryan was able to work with several engineering groups across the helicopter build, analyzing and communicating earned value data. Ryan worked to develop strong relationships with the engineering managers to allow for fluid communication when discussing data and financial strategies.

Ryan graduated from Marist College with a degree in Business Administration with a concentration in finance and a minor in accounting. He currently resides in Monroe, CT. Outside of work, he enjoys a variety of outdoor activities including rock climbing, mountain biking, hiking, and skiing. Ryan finds a lot of enjoyment in music, particularly playing guitar.

27 May

Posted at 12:53h in by

John joined Procyon in 2026 full time as a Reporting Analyst, a role that feels like a natural next step after his time interning with the Analyst team. He earned his Bachelor of Science degree from Sacred Heart University where he studied Finance, Economics, and Financial Technology & Analytics; developing a well-rounded skill set that translates directly to his work at Procyon.

In his role, John supports the integrity and accuracy of client portfolio data, assists with performance reporting, and helps ensure that clients and advisors have the clear, reliable information they need to make informed decisions. The combination of his financial analytics background and his firsthand experience at Procyon make him well prepared to continue building a strong career in the industry.

When he is not in the office, John enjoys traveling, hitting the golf course, and giving back through volunteering at his home parish in Trumbull, CT.

06 Jul

Posted at 12:34h in by

Colin joined Procyon in 2026, seamlessly transitioning from his time as an intern to a full-time Junior Trader. He recently earned a Bachelor of Science in Finance and Financial Technology & Analytics at Sacred Heart University where he was known to be an active member of the professional business fraternity, manage first-year dorms, and participate in the Student Managed Investment Fund.

In his current role, Colin assists Procyon’s investment team with identifying investment opportunities, constructing portfolios, and implementing effective asset allocation strategies. As a contributing member of Procyon’s investment committee, he actively participates in the firm’s investment decision-making processes.

Originally from Attleboro, MA, Colin is passionate about advancing his knowledge in the field of finance. Outside of work, he enjoys playing music and traveling.