Procyon Partners
Finance · Connecticut, United States · 11-50 Employees
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Overview
Headquarters
1 Corporate Dr Ste 225, Shelton, Connect...Phone Number
(844) 776-2966Website
www.procyon.netRevenue
$25.8 MillionIndustry
ZI Rank: 2
Signal Type
Dec
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ZI Rank
2
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About Procyon Partners
Procyon Partners is an independent Registered Investment Advisor with a dual focus on retirement plan/participants and private clients. On the institutional side, the firm helps companies and organizations design, manage, and enhance their retirement plan offerings while also educating plan participants on how to effectively prepare for their retirement. As a private wealth advisor, Procyon helps high-net-worth individuals, families and business owners identify and implement effective financial strategies for managing their investments and achieving their financial goals.Explore more
Popular SearchesProcyon Partners LLCProcyon PartnersProcyonpartnersProcyon IncProcyon Institutional Partners LLCSIC Code 62,628NAICS Code 52,523Show moreProcyon Partners Org Chart
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2020
Debt
$150K
Procyon Partners Tech Stack
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Most Recent Scoops
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Person-Based
Person-Based
Person-Based
Procyon Partners News & Media
Constellation invests in Connecticut RIA Procyon Partners
CWC's resources will help Procyon enhance capabilities, boost advisor support, and open new US offices.Procyon Partners Receives Strategic Minority Investment from Constellation Wealth Capital
SHELTON, Conn.--(BUSINESS WIRE)--Procyon Partners, a fast-growing registered investment advisory (RIA) firm known for delivering personalized, fiduciary-driven wealth management solutions, today announced that Constellation Wealth Capital (CWC), an alternative asset management platform, has acquired a minority stake in the firm. The strategic investment marks a new chapter of growth and opportunity for Procyon Partners, enabling it to scale operations, attract top-tier talent, and expand its geProcyon Partners Supercharges Investment Team with Massimo Santicchia and Katherine Gallagher
SHELTON, Conn.--(BUSINESS WIRE)--Procyon Partners is making a bold move to elevate its investment capabilities with the addition of Massimo Santicchia as Senior Vice President, Head of U.S. Equities, and Katherine Gallagher as Senior Vice President, Senior Portfolio Manager. More than top-tier hires, Santicchia and Gallagher are an investment team that has been developing innovative portfolio strategies and delivering strong results for clients since 2012. “We’re not just adding talent, we’re aMark Sullivan Joins Procyon Partners to Spearhead Growth In Private Wealth Management
SHELTON, Conn.--(BUSINESS WIRE)--Procyon Partners has announced the appointment of Mark Sullivan as Senior Vice President and Senior Private Wealth Advisor, a key move in the firm’s growth strategy. Sullivan, an industry veteran with deep expertise in wealth management, will join the team at the firm’s Shelton, Conn., headquarters, where he is expected to play a pivotal role in advancing Procyon’s success. “We’re excited to have Mark on board,” said Phil Fiore, CEO and Co-Founder of
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Procyon Partners is an independent Registered Investment Advisor with a dual focus on retirement plan/participants and private clients. On the institutional side, the firm helps companies and organizations design, manage, and enhance their retirement plan offerings while also educating plan participants on how to effectively prepare for their retir... Read More
