New Media & insights – Ajax

Media & insights

Welcome to our
media center

Discover the latest in thought leadership, industry insights, Procyon news and events, and more.

Market commentary

05.06.2024

MARKET UPDATE: ALL ABOUT INTEREST RATES

Monthly market commentary

Equity markets continued their advance throughout the 1st quarter of 2024 as the rally that started in October of last…

Read More

01.25.2024

MARKET UPDATE: WHAT A DIFFERENCE A YEAR MAKES!

Monthly market commentary

Coming into 2023, market sentiment was broadly negative following the worst year for a diversified portfolio in 40 years. In…

Read More

04.17.2023

MARKET UPDATE: ”THEY BROKE SOMETHING”

Monthly market commentary

Stocks saw major dispersion in the first quarter of 2023, with the Nasdaq rallying 17.1% for its best quarter since…

Read More

02.10.2023

“Transient”?! – 2022 Inflation & Beyond

Monthly market commentary

As we reflect on the markets from 2022, we are forced to think back a bit further to the initial…

Read More

Page 1 of 6

Procyon perspectives

  • Reset

05.06.2024

MARKET UPDATE: ALL ABOUT INTEREST RATES

Monthly market commentary

Equity markets continued their advance throughout the 1st quarter of 2024 as the rally that started in October of last year extended. The S&P 500 was up 10.56% in the…

Read More

01.25.2024

MARKET UPDATE: WHAT A DIFFERENCE A YEAR MAKES!

Monthly market commentary

Coming into 2023, market sentiment was broadly negative following the worst year for a diversified portfolio in 40 years. In 2022, we saw equity markets fall -18% and fixed income…

Read More

11.21.2023

Riding the Waves of Change: The Paradigm Shift in Asset Allocation Amidst Rising Intere...

Industry News/Trends

A paradigm shift is an important change that happens when the usual way of thinking about or doing something is replaced by a new or different way. Paradigm shifts very…

Read More

06.30.2023

Financial Advisor IQ – Procyon Partners Adds $600M FA Team

Industry News/Trends

Jerry Sneed, Christopher Sneed and Frank McKiernan join from Baker Tilly Wealth Management. By Alex Padalka|June 30, 2023 Procyon Partners announced that it has added two financial advisors who will work in…

Read More

06.28.2023

Family Wealth Report – US Wealth House Adds Advisors, Continues Growth Trend

Industry News/Trends

The team of advisors joining the group used to run more than $600 million of client money. Procyon Partners announced yesterday that advisors Frank J McKiernan and Jerry R Sneed have…

Read More

06.27.2023

InvestmentNews – Procyon Partners adds two advisors managing $600 million

Industry News/Trends

Frank McKiernan and Jerry Sneed are joining Procyon, a Dynasty Financial network firm, from Baker Tilly Wealth Management. June 27, 2023 By Bruce Kelly Procyon Partners, with almost $5 billion in…

Read More

Media articles

05.14.2024

Wealth Solutions Report – How To Improve ...

Industry News/Trends

Three Women Advisors Explain The Common Needs Of Female Clients And Advice On Serving Them In an industry that has…

Read More

05.09.2024

Financial Planning – Social Security is s...

Industry News/Trends

By   Nathan Place The latest numbers are in, and Social Security is still drifting toward insolvency — just slightly less…

Read More

05.06.2024

Forbes – Methodology: Best-In-State Wealt...

Industry News/Trends

Jerry is a highly accomplished Senior Vice President and Senior Private Wealth Advisor at Procyon Partners, where he specializes in…

Read More

04.09.2024

WealthManagement – Procyon: Institutional...

Industry News/Trends, Institutional Clients

Procyon takes a bottom-up approach to portfolio management, but the firm’s real differentiator lies in its own alternative funds, giving…

Read More

Page 1 of 28

Press releases

06.30.2023

Financial Advisor IQ – Procyon Partners A...

Industry News/Trends

Jerry Sneed, Christopher Sneed and Frank McKiernan join from Baker Tilly Wealth Management. By Alex Padalka|June 30, 2023 Procyon Partners announced that…

Read More

06.28.2023

Family Wealth Report – US Wealth House Ad...

Industry News/Trends

The team of advisors joining the group used to run more than $600 million of client money. Procyon Partners announced yesterday…

Read More

06.27.2023

InvestmentNews – Procyon Partners adds tw...

Industry News/Trends

Frank McKiernan and Jerry Sneed are joining Procyon, a Dynasty Financial network firm, from Baker Tilly Wealth Management. June 27,…

Read More

06.27.2023

Citywire – Dynasty-backed Procyon adds $6...

Industry News/Trends

The advisory team, which will work out of New York City, is led by Frank McKiernan and Jerry Sneed. BY…

Read More

Page 1 of 5

All Events

Contact us

Discover the latest in thought leadership, industry insights, Procyon news and events, and more.