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

 

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.

08 Jun

Posted at 02:21h in by

Lou has been dedicated to developing retirement planning strategies for a diverse range of private clients and providing consulting services to retirement plans since 2001. His expertise lies in working with business owners, medical professionals, and executives, helping them simplify their financial lives by creating customized solutions that align with their unique goals and aspirations. At Procyon, Lou also takes charge of overseeing the private client service experience, ensuring it exceeds clients’ expectations and addresses their current and future needs.

Before co-founding Procyon, Lou gained valuable experience at UBS as a member of the FDG Group, as well as at Merrill Lynch. Prior to entering the financial services industry, Lou pursued a professional tennis career for six years. He holds a B.S. degree in Finance, which he earned from the University of South Carolina.

Outside of work, Lou resides in Orange, CT, with his wife and two children. He has a passion for sports, likely stemming from his tennis background, and enjoys engaging in various athletic activities. Lou also finds pleasure in gardening.

07 Jun

Posted at 02:25h in by

Tom has an extensive background in the retirement industry, starting from 1992. He specializes in meeting the needs of institutional clients by providing effective plan design, investment management, and participant education for both qualified and non-qualified retirement plans.

Prior to co-founding Procyon, Tom worked at the FDG Group at UBS, where he was an integral part of the Institutional Consulting and Retirement Plan Consulting Groups. He also gained valuable experience in the Retirement Financial Services division at HSBC Bank USA, where he was recognized for his innovative plan design strategies. Tom’s expertise and contributions led to his invitation to serve multiple cycles as a member of the company’s prestigious President’s Council.

Tom holds a B.A. degree in Economics, which he earned from SUNY Stony Brook. He has also obtained the Chartered Financial Consultant (ChFC) designation, further demonstrating his commitment to professional excellence.

Residing in New York with his family, Tom enjoys golfing in his leisure time. He is also an avid supporter of his three children’s sporting events, actively participating in their activities.

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.

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.

18 Jun

Posted at 14:15h in by

John Marchisotta is a Managing Partner and Executive Managing Director at Procyon, where he brings over 30 years of executive leadership and fiduciary-based wealth management expertise to both the firm and its clients.

Before joining Procyon, John served for over 17 years as the CEO and Managing Partner of Pivotal Planning Group, LLC, where he successfully grew the firm into one of the country’s leading CPA owned advisory firms.

Since the merger with Procyon in 2021, John has been a key member of the executive leadership team, playing a pivotal role in the firm’s rapid growth. He has contributed strategically and developed Procyon’s M&A consulting practice, collaborating closely with business owners seeking to monetize their life’s work. Additionally, John has been instrumental in shaping Procyon’s Outsourced Family Office model and expanding the firm’s Trust & Estate Planning divisions.

Beyond his professional achievements, John is deeply committed to his community on Long Island, supporting a range of charitable causes including cancer research, education, children in need, military veterans, first responders, and research into Parkinson’s and dementia. His commitment is especially evident in his involvement with his alma mater, St. Anthony’s High School in Huntington, NY, where John, his wife Stephanie, and their two sons, John III and Joseph, are alumni. Their daughter will soon continue the family tradition as a member of the class of 2029. John serves on the Board of St. Anthony’s and, alongside Stephanie, is a donor and the Founder of the school’s Planned Giving Program.

John, Stephanie, and their three children reside in Fort Salonga, NY.

20 May

Posted at 21:52h in by

Michael joined Procyon through the merger with Pivotal Planning Group, LLC in 2021, bringing extensive expertise in retirement planning and investment management to the firm. His experience as a business consultant has been particularly valuable for business owners facing various challenges related to business growth, operations, and succession planning.

As a member of Procyon’s investment committee, Michael actively contributes to the firm’s investment decision-making processes. His dedication to professionalism is evident through his attainment of the Accredited Investment Fiduciary (AIF®) professional designation. This designation signifies his formal training in investment fiduciary due diligence and responsibility, awarded by the Center for Fiduciary Studies associated with the University of Pittsburgh.

In addition to the AIF® designation, Michael is a member of the Investment Management Consultants Association and holds the Certified Investment Management Analyst (CIMA®) designation from the Wharton School of Business. These qualifications further enhance his ability to research new investment opportunities and provide valuable insights to the firm’s Investment Policy Committee.

Michael’s educational background includes an MBA in Banking and Finance, with summa cum laude honors, from Dowling College. He is a member of the Delta Mu Delta National Finance Honor Society, highlighting his academic achievements in the field of finance.

Outside of work, Michael resides on Long Island with his wife and two daughters. His multiple degrees, professional designations, and extensive experience position him well to contribute to Procyon’s success in providing comprehensive retirement planning and investment management services.

20 May

Posted at 22:00h in by

Michael plays several key roles at Procyon, serving as a Partner, Financial Advisor, and the Director of the Virginia Beach office. Leading the Financial Planning group, he is responsible for developing and maintaining systems and processes that specialize in providing financial services and guidance to high-net-worth individuals, families, and business owners.

Michael’s passion for finance began during his time as a 7th grade math teacher in 1998. He later transitioned his career to focus on finance, returning to his hometown of Virginia Beach. There, he worked as a financial consultant with an international brokerage firm before joining a Virginia-based independent money management firm. During his tenure there, Michael provided financial planning and investment management advice to his clients and played a significant role in establishing the firm’s financial planning services department. In 2017, he joined Pivotal Planning Partners, which later merged with Procyon.

As a Certified Financial Planner® professional, Michael demonstrates his expertise and commitment to excellence in the field of financial planning. He holds both a bachelor’s and a master’s degree from Old Dominion University, further strengthening his knowledge and qualifications.

With his diverse roles, certifications, and educational background, Michael brings valuable insights and guidance to his clients at Procyon. His passion for finance, combined with his dedication to providing tailored financial services, enables him to assist individuals, families, and business owners in achieving their financial goals.

Outside of work, Michael resides in Virginia Beach and enjoys activities such as golfing, fishing, and spending quality time with his family and friends. He has a deep-rooted loyalty to his birthplace of Denver, CO.

20 May

Posted at 22:14h in by

James is a Partner and Financial Planner at Procyon, bringing extensive experience and expertise to the firm. Prior to the merger with Procyon, he was a Partner at Pivotal Planning Group, an independent wealth management firm based in New York since its establishment in 2001.

With over 12 years of experience in the Registered Investment Advisor (RIA) industry, James has always prioritized being on his clients’ side of the table. Starting his career in the independent space, he has been instrumental in helping peers and advisors recognize the benefits of an open architecture, advice-driven model that truly benefits clients and provides a fulfilling career path.

Passionate about helping clients achieve their goals, James plays a key role in investment research, portfolio management, and the development of comprehensive financial plans. As a member of the firm’s Investment Committee, he contributes to driving investment and portfolio decisions at Procyon. Additionally, James is responsible for leveraging new technologies to market the firm’s vision and ensure an exceptional client experience in the ever-changing landscape of investment advice and financial planning.

James earned a B.A. degree in Finance from Baruch College’s Zicklin School of Business in 2013. Following his graduation, he joined Pivotal Planning Group, and in 2021, he became a part of the Procyon team. James holds the Certified Financial Planner (CFP) designation, further demonstrating his expertise and commitment to providing high-quality financial planning services.

With his extensive experience, investment knowledge, and dedication to client success, James contributes to Procyon’s mission of delivering exceptional financial planning and investment management services. His passion for helping clients achieve their goals makes him a valuable asset to the firm and the clients he serves.

Outside of work, James resides in Bayshore, NY, and enjoys engaging in activities such as basketball, golf, and spending quality time with his family and friends.

20 May

Posted at 21:43h in by

Sean leverages over two decades of employee benefits expertise to help employers balance their business needs with their employee needs. He takes a personalized approach coupled with state-of-the-art technology to help deliver quality results. Sean is passionate about helping organizations attract and retain top talent through benefits products and services. He also specializes in property and casualty insurance and was named a Top Producer by Insurance Business of America.
Sean has also served as Senior Vice President of ACBI, Inc., where he established the Employee Benefits Division and oversaw Sales and Operations. He began his career at Sun Life Financial as an underwriter and then transitioned into a top-performing sales representative. He is a proud alumnus of UCONN, earning a bachelor’s degree in healthcare management & insurance studies.
Sean is an active community volunteer and enjoys giving back through various organizations. He currently serves on the board of directors for Connecticut Special Olympics and The Jimmy McGrath Foundation. Sean resides in Branford, CT, with his wife Kara and two children, Benjamin, and Vivian.

17 Jun

Posted at 12:26h in by

Melissa is an expert in client support and leads our client services team with her 20 years of experience in client management. She is dedicated to providing positive client experiences and building strong client relationships through effective communications and quality evergreen support.

Melissa has also served as Vice President of Employee Benefits at ACBI, Inc. She began her career as an underwriter at Sun Life Financial. She later transitioned into a client management role, where she developed a passion for client services and its high value.

Melissa graduated from Western New England University with a bachelor’s degree in business administration.  She currently resides in South Windsor, CT, with her husband Christopher and two daughters, Lena and Vienna.