Procyon Perspectives

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 – and

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% of

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 in

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 things

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,

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,

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.

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 that

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 yesterday

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,

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