Procyon Perspectives
Co-Founder and Partner
Co-Founder and Partner
Co-Founder and Partner
Co-Founder and Partner
Co-Founder and Partner
Partner
Partner, Managing Director, Private Wealth Advisor
Partner, Private Wealth Advisor, Retirement Plan Consultant
Partner, Private Wealth Advisor
Partner, Private Wealth Advisor
President, Employee Benefits
Executive Vice President, Employee Benefits
Managing Director
Senior Vice President, Private Wealth Advisor
Senior Vice President, Senior Private Wealth Advisor
Senior Vice President, Senior Private Wealth Advisor
Senior Vice President, Private Wealth Advisor
Vice President, Private Wealth Advisor
Vice President, Private Wealth Advisor
Vice President
Vice President
Vice President
Director of Investments
Director of Financial Planning
Director, Business Services
Consultant
Investment Analyst | Trader
Senior Education Consultant
Financial Advisor
Financial Advisor | Relationship Manager
Associate Financial Planner
Business Services Analyst
Reporting Analyst
Reporting Analyst
Account Executive
Senior Client Service Associate
Senior Client Service Associate
Senior Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Office Associate
Market commentary
USA TODAY – Savings account interest rates are best in years, experts say. How to get a high yield.
Daniel de Visé Once upon a time, banks rewarded customers who opened savings accounts with stuffed lions, canvas totes – andRead More
Forbes – Don’t Risk It All: Areas Of Focus For High-Net-Worth Families
Amassing generational family wealth often takes years of discipline, planning, and sacrifice. Yet, it is widely reported that 70% ofRead More
Forbes – Methodology: America’s Top Next-Gen Wealth Advisors 2023
Jerry is a highly accomplished Senior Vice President and Senior Private Wealth Advisor at Procyon Partners, where he specializes inRead More
Procyon Partners Takes Center Stage: Leading the Charge Among Rapidly Expanding RIAs in the Country
Room to grow When I succeeded Alex Rosenberg as editor of Citywire RIA, I admit that one of the thingsRead More
Citywire – The forever game: Why large RIAs are entering the trust business
In July of 2021, Moneta chief executive Eric Kittner hired Matt Harlan to help his firm do something unusual. Moneta,Read More
Investment News – Advisors take US debt downgrade in stride: ‘More to do with politics than economic stability’
Financial advisors weren’t expecting a credit rating agency to downgrade U.S. debt two months after the country avoided a default,Read More
Citywire – An administrator to trust: How Procyon Partners launched its trust biz
The $5bn Shelton, Conn.-based RIA has joined the growing ranks of RIAs offering trust services to clients.Read More
Financial Advisor IQ – Procyon Partners Adds $600M FA Team
Jerry Sneed, Christopher Sneed and Frank McKiernan join from Baker Tilly Wealth Management. By Alex Padalka|June 30, 2023 Procyon Partners announced thatRead More
Family Wealth Report – US Wealth House Adds Advisors, Continues Growth Trend
The team of advisors joining the group used to run more than $600 million of client money. Procyon Partners announced yesterdayRead More
InvestmentNews – Procyon Partners adds two advisors managing $600 million
Frank McKiernan and Jerry Sneed are joining Procyon, a Dynasty Financial network firm, from Baker Tilly Wealth Management. June 27,Read More