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OUR TEAM

Meet the team

Procyon’s veteran team of professionals works together to exceed client expectations. Our proactive, team-based service approach led by a single dedicated advisor emphasizes unparalleled service and in-depth personal planning. While we will tailor our advice to the specific needs of our clients, we’re also attuned to the unique challenges experienced by different niches, including retirement plan sponsors, employee benefit sponsors, doctors and business owners, LGBT/same-sex couples, female executives and not-for-profits.

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Phil Fiore

Phil Fiore, CIMA®, CRPC®

Co-Founder and Partner
Executive Managing Director

Jeff Farrar

Jeff Farrar, CFP®, CIMA®, AIF®

Co-Founder and Partner
Executive Managing Director

Lou Gloria

Lou Gloria, CRPC®, CRPS®

Co-Founder and Partner
Managing Director

Thomas Gahan

Thomas Gahan, CRPS®

Co-Founder and Partner
Managing Director

Chris Foster

Christopher E. Foster, CIMA®, CRPS®

Co-Founder and Partner
Managing Director

Antonio Rodrigues

Antonio Rodrigues

Partner
Senior Portfolio Manager

John Marchisotta, CFP®, ChFC®, AIFA®

Partner, Managing Director, Private Wealth Advisor

Michael J. Desmond, CIMA®, AIF®, MBA

Partner, Private Wealth Advisor, Retirement Plan Consultant

Michael Kelly, CFP®, MS

Partner, Private Wealth Advisor

James P. Diver, CFP®

Partner, Private Wealth Advisor

Sean J. Rabinowitz

President, Employee Benefits

Melissa Dittrich

Executive Vice President, Employee Benefits

Jim Jeffery

Jim Jeffery, CFA®

Managing Director

Daniel Limmer, CFP®

Vice President, Private Wealth Advisor

Caroline Wetzel

Caroline Wetzel, CFP®, CDFA®, AWMA®

Vice President
Private Wealth Advisor

Amber Kendrick

Amber Kendrick, CPFA®, CRPS®

Vice President
Retirement Plan Consultant

Andy Leung, MBA

Vice President
Private Wealth Advisor

Richard J. Appaluccio

Senior Education Consultant

Mark Rich

Mark Rich, CFP®

Senior Investment Analyst

Kevin Catale

Kevin Catale

Investment Analyst

Jennifer A. Salafia

Vice President, Employee Benefits

Marc Fischer

Marc Fischer

Assistant Practice Manager

Deirdre Nealon

Deirdre Nealon

Senior Client Service Associate

Cari Walling

Senior Client Service Associate

Lisa Allen

Lisa Allen

Client Service Associate

Terry Crawford

Client Service Associate

Kerry Dowd

Client Service Associate

Dorothy Rainey

Receptionist