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Procyon perspectives
07.27.2023
Citywire – An administrator to trust: How Procyon Partners launched its trust biz
Industry News/Trends
By Phil Fiore
The $5bn Shelton, Conn.-based RIA has joined the growing ranks of RIAs offering trust services to clients.
06.30.2023
Financial Advisor IQ – Procyon Partners Adds $600M FA Team
Industry News/Trends
By Phil Fiore
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…
06.28.2023
Family Wealth Report – US Wealth House Adds Advisors, Continues Growth Trend
Industry News/Trends
By Phil Fiore
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…
06.27.2023
InvestmentNews – Procyon Partners adds two advisors managing $600 million
Industry News/Trends
By Phil Fiore
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…
06.27.2023
Citywire – Dynasty-backed Procyon adds $600m team from Baker Tilly
Industry News/Trends
By Phil Fiore
The advisory team, which will work out of New York City, is led by Frank McKiernan and Jerry Sneed. BY SAM BOJARSKI A Dynasty Financial Partners-backed RIA in Connecticut has…
06.27.2023
Businesswire – Already a Juggernaut of RIA M&A and Top-Tier Advisor Recruiti...
Industry News/Trends
By Phil Fiore
Procyon Partners’ New Addition Marks More than $1.5 Billion in Acquired New Client Assets in Just Two Years June 27, 2023 10:00 AM Eastern Daylight Time ST. PETERSBURG, Fla.–(BUSINESS WIRE)–Procyon Partners…
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…
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…
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…
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…
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…
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…
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,…
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.
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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