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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…

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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…

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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…

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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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Procyon perspectives

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09.25.2023

USA TODAY – Savings account interest rates are best in years, experts say. How to...

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…

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09.14.2023

Forbes – Don’t Risk It All: Areas Of Focus For High-Net-Worth Families

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…

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09.14.2023

Forbes – Methodology: America’s Top Next-Gen Wealth Advisors 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…

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08.17.2023

Procyon Partners Takes Center Stage: Leading the Charge Among Rapidly Expanding RIAs in...

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…

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08.02.2023

Citywire – The forever game: Why large RIAs are entering the trust business

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…

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08.02.2023

Investment News – Advisors take US debt downgrade in stride: ‘More to do with pol...

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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Media articles

09.25.2023

USA TODAY – Savings account interest rate...

Industry News/Trends

Daniel de Visé Once upon a time, banks rewarded customers who opened savings accounts with stuffed lions, canvas totes – and…

Read More

09.14.2023

Forbes – Don’t Risk It All: Areas Of Focu...

Industry News/Trends

Amassing generational family wealth often takes years of discipline, planning, and sacrifice. Yet, it is widely reported that 70% of…

Read More

09.14.2023

Forbes – Methodology: America’s Top Next-...

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

08.17.2023

Procyon Partners Takes Center Stage: Leading th...

Industry News/Trends

Room to grow When I succeeded Alex Rosenberg as editor of Citywire RIA, I admit that one of the things…

Read More

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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…

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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…

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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,…

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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…

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