Procyon Partners has brought on Harry Kirkpatrick to serve as chief revenue officer.
Procyon Partners, the $6.5bn RIA backed by Dynasty Financial Partners, has hired a chief revenue officer, the firm revealed on Wednesday.
Harry Kirkpatrick is joining Procyon from NEIRG Wealth Management, where he’s served as chief operating officer since May 2023, according to his LinkedIn profile.
‘Over the course of my career, I have been proud to help financial advisors hone their skills and mature in the industry, so that they in turn can offer their clients superior service,’ Kirkpatrick stated. ‘I am excited to work with Phil and the team to design a development program to further enhance the talents and expand upon the services at Procyon.’
Procyon chief executive Phil Fiore told Citywire that Kirkpatrick’s primary responsibility will be working with the firm’s financial advisors to get the best out of them.
‘It’s no different than bringing in a trainer or coach for professional athletes,’ Fiore said. ‘I think of our financial advisors as professional athletes. Our skills have to continually be refined. They’re literally going to have an exec at the firm at their disposal to be able to spread their wings as far as they want to spread them.’
Prior to his time at NEIRG, Kirkpatrick spent six years at financial planning platform Facet, where he last served as chief revenue officer. He was also chief case designer at Pinnacle Financial Group from 2015 to 2017, his LinkedIn profile shows.
Employee-owned Procyon has been affiliated with Dynasty since 2017. In 2021, the firm merged with New York-based Pivotal Planning Group, the first time two Dynasty RIAs combined.
Fiore said Kirkpatrick’s hiring kicks off what he expects to be a strong year for Procyon.
‘We’ll celebrate seven years in June,’ he told Citywire. ‘I really believe ‘24 could be one of our breakout years. Not only from an organic growth standpoint, but inorganically, too. The pipeline is certainly robust.’BACK