Discover the latest in thought leadership, industry insights, Procyon news and events, and more.
09.25.2023
Industry News/Trends
Daniel de Visé Once upon a time, banks rewarded customers who opened savings accounts with stuffed lions, canvas totes – and interest. Lots of it. Those days are gone. The average savings…
09.14.2023
Industry News/Trends
Amassing generational family wealth often takes years of discipline, planning, and sacrifice. Yet, it is widely reported that 70% of families who have the attributes needed to build wealth will…
09.14.2023
Industry News/Trends
Jerry is a highly accomplished Senior Vice President and Senior Private Wealth Advisor at Procyon Partners, where he specializes in managing an exclusive clientele consisting of ultra-high-net-worth and high-net-worth individuals…
08.17.2023
Industry News/Trends
Room to grow When I succeeded Alex Rosenberg as editor of Citywire RIA, I admit that one of the things that made me nervous about the role was the annual…
08.02.2023
Industry News/Trends
In July of 2021, Moneta chief executive Eric Kittner hired Matt Harlan to help his firm do something unusual. Moneta, a $31bn RIA based in St. Louis, Mo., had recently…
08.02.2023
Industry News/Trends
Financial advisors weren’t expecting a credit rating agency to downgrade U.S. debt two months after the country avoided a default, but they’re taking the move in stride. Late Tuesday afternoon,…
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09.25.2023
Industry News/Trends
Daniel de Visé Once upon a time, banks rewarded customers who opened savings accounts with stuffed lions, canvas totes – and…
09.14.2023
Industry News/Trends
Amassing generational family wealth often takes years of discipline, planning, and sacrifice. Yet, it is widely reported that 70% of…
09.14.2023
Industry News/Trends
Jerry is a highly accomplished Senior Vice President and Senior Private Wealth Advisor at Procyon Partners, where he specializes in…
08.17.2023
Industry News/Trends
Room to grow When I succeeded Alex Rosenberg as editor of Citywire RIA, I admit that one of the things…
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06.30.2023
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…
06.28.2023
Industry News/Trends
The team of advisors joining the group used to run more than $600 million of client money. Procyon Partners announced yesterday…
06.27.2023
Industry News/Trends
Frank McKiernan and Jerry Sneed are joining Procyon, a Dynasty Financial network firm, from Baker Tilly Wealth Management. June 27,…
06.27.2023
Industry News/Trends
The advisory team, which will work out of New York City, is led by Frank McKiernan and Jerry Sneed. BY…
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Discover the latest in thought leadership, industry insights, Procyon news and events, and more.
Market commentary
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…
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…
10.14.2022
MARKET UPDATE: “THE BEST TIME TO PLANT A TREE W...
Monthly market commentary
As we witnessed the most significant drawdown in wealth since the 2008 financial crisis, the first three quarters of 2022…
07.20.2022
MARKET UPDATE: THE HEAT IS ON!
Monthly market commentary
Happy 246th Birthday to the United States of America! Paraphrasing the incomparable Erma Louise Bombeck (1927- 1996): “You have to…
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