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Archive

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.

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.

05 Oct

Posted at 21:15h in by

Bob is a Partner, Senior Vice President and Private Wealth Advisor at Procyon Partners, based in the Melville, NY, office. With over 15 years of experience, Bob has partnered with individuals, families, and businesses to provide comprehensive financial planning and investment solutions tailored to their specific goals and needs. He is dedicated to helping others and is passionate about assisting clients with all aspects of their wealth management needs.

As a CERTIFIED FINANCIAL PLANNER™ professional, Bob continuously enhances his knowledge across various financial and tax planning topics. This expertise enables him to understand the complexities of different planning issues and make informed recommendations to help clients achieve their desired outcomes.

Bob holds a B.A. in Economics from SUNY Geneseo and an MBA in Finance from Rochester Institute of Technology. His educational background has equipped him with a solid foundation in finance and enables him to deliver high-quality financial advice.

With his extensive experience, financial planning expertise, and commitment to providing personalized solutions, Bob is well-positioned to guide clients on their wealth management journeys. His passion for helping others, coupled with his strong knowledge base, allows him to assist clients in achieving their financial goals and navigating the complexities of their financial lives.

Outside of work, Bob resides on Long Island with his wife and two boys. He enjoys music, hockey, and spending time outdoors. His diverse interests contribute to his well-rounded approach to life and his ability to connect with clients on various levels.

03 Jul

Posted at 10:29h in by

Matt is a seasoned financial professional who began his career in 2010. He earned his bachelor’s degree in finance from Southern Connecticut State University in 2013 and further distinguished himself by earning the Chartered Financial Analyst (CFA) designation in 2017. With over a decade of experience, Matt brings a deep well of knowledge and expertise to his work, making him well-equipped to help clients achieve their financial goals.

Before joining Procyon in 2025, Matt served as President and Chief Executive Officer of Wooster Corthell, a registered investment advisory firm, which he led for three years. Throughout his career, Matt has maintained a steadfast commitment to acting as a fiduciary, always putting his clients’ best interests first. He focuses on building strong, lasting relationships and takes a personalized approach to financial planning. By gaining a clear understanding of each client’s unique needs and aspirations, he provides tailored advice designed to support their success.

Matt specializes in serving career executives within the defense and aerospace industries, along with professionals in accounting and nonprofit organizations. He recognizes the challenges and opportunities faced by his clients; from handling intricate compensation plans to securing their financial futures. His expertise enables him to deliver thoughtful strategies that reflect the specific demands of their professions, helping clients move forward with clarity and confidence in their financial journeys.

Outside of work, Matt enjoys hiking with his wife, Dana, and their Australian Shepherd, Mac. When not on the trails, they spend quality time together as a family with their young son, Cal, making memories and enjoying life’s simple moments.

02 Dec

Posted at 19:00h in by

Jesse is a Senior Vice President and Private Wealth Advisor at Procyon, where he is recognized for his disciplined approach, market insight, and unwavering commitment to helping clients achieve their long-term financial goals.

Jesse began his financial career in 2006 after earning his degree in Finance from the University of Michigan. Over the years, he has developed deep expertise in investment research, retirement planning, and wealth management strategies. His prior experience as a carpenter, real estate agent, and property manager provides him with a grounded understanding of how hard work and thoughtful decision-making translate into lasting financial success. This diverse background allows him to connect with a wide range of clients and to create strategies that are both practical and results oriented.

At Procyon, Jesse is driven by the belief that success in investing requires both patience and precision. He works closely with clients to design retirement and investment plans that are customized, data-driven, and aligned with their values. Known for his strong analytical skills and steady temperament, Jesse helps clients remain focused on their long-term objectives.

Jesse and his wife, Libby, have three daughters. Outside of the office, he enjoys woodworking, spending time with family, and playing golf.

02 Dec

Posted at 19:00h in by

Joel is a Senior Vice President and Private Wealth Advisor at Procyon, bringing over twenty years of experience in the financial industry to his client relationships. Known for his genuine care, clear communication, and commitment to trust, Joel builds long-term partnerships that prioritize each client’s unique goals and circumstances.

He began his career in 1999 with a Michigan-based advisory firm and later held positions at Huntington Investment Company and Smith Barney. In 2009, during a challenging market environment, Joel and his wife founded their own firm to provide personalized, attentive service. This dedication to client-focused guidance continues today at Procyon, where he collaborates closely with the Investments Team to help clients navigate complex financial decisions with thoughtful structure and foresight.

As a Certified Financial Planner™ (CFP®) and Accredited Investment Fiduciary® (AIF®), Joel’s approach is grounded in sound planning and transparency, reflecting Procyon’s fiduciary principles and emphasis on disciplined, long-term strategies. He believes that sustainable financial success is built on a foundation of trust, education, and clear communication, ensuring clients feel confident and informed every step of the way.

Joel’s commitment extends beyond investment management; he takes pride in understanding the broader picture of his clients’ lives, including their family dynamics, philanthropic goals, and legacy planning. This holistic perspective allows him to tailor strategies that not only address immediate financial needs but also support long-term aspirations and values.

Outside of his professional life, Joel enjoys golfing and cherishing time with his family. He and his wife have two daughters who are pursuing careers in Christian music, a passion that reflects the family’s strong values and community involvement. Joel remains actively engaged in his local community, finding fulfillment in giving back and fostering connections beyond the office.

15 Sep

Posted at 17:09h in by

Sal joined Procyon as Principal, Senior Vice President, Senior Private Wealth Advisor, bringing more than 25 years of experience as a business owner and retirement advisor. Prior to joining Procyon, he built his career through Elite Retirement Consultants, LLC, helping individuals, families, and business owners navigate the complexities of retirement and wealth management.

Sal earned a Bachelor of Science in Accounting from Seton Hall University and holds the Chartered Retirement Plans Specialist (CRPS®) and Certified Retirement Counselor (CRC®) designations, reflecting his knowledge of retirement planning, wealth preservation, and tax-efficient distribution strategies.

Sal’s primary focus is helping clients grow, preserve, and ultimately distribute their wealth tax-efficiently. He takes a comprehensive approach to financial planning, helping clients coordinate their investment, retirement income, tax, estate, and protection strategies. He finds particular satisfaction in guiding individuals and families toward financial independence and values the long-term relationships and trust that develop with clients over time.

Throughout his career, Sal has helped clients pursue their retirement and financial goals. He is also committed to giving back to his community and serves as a Trustee of the Newton Medical Center Foundation.

Outside of work, Sal resides in Sandyston, New Jersey, where he enjoys spending time with his family, playing golf, and traveling to Myrtle Beach.

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.