Media articles &
press releases
For press enquires or to set up an interview, please contact Phil Fiore
at or (475) 232-2700.
04.09.2024
WealthManagement – Procyon: Institutional Due Diligence With a Private Wealth Overlay
Featuring Antonio Rodrigues and Phil Fiore
Procyon takes a bottom-up approach to portfolio management, but the firm’s real differentiator lies in its own alternative funds, giving clients access to unique opportunities in the private markets. Diana Britton | Apr 08, 2024 Procyon Partners was founded in 2017 by financial advisor Phil Fiore with…
Read More04.01.2024
Wealth Solution Reports – Three Keys For Advisory Firms Looking To Grow By Acquisition
Featuring Phil Fiore
Three Experienced Dynasty-Affiliated Firm Leaders Share Keys To Ensuring Successful Acquisitions Acquisitions aren’t just for RIA aggregators and large enterprises – small and mid-sized advisory businesses often choose to grow inorganically. While the scaled, repeat players have teams of experts with years of experience and…
Read More01.17.2024
CityWire – $6.5bn Procyon makes executive hire
Featuring Phil Fiore
Procyon Partners has brought on Harry Kirkpatrick to serve as chief revenue officer. Procyon Partners, the $6.5bn RIA backed by Dynasty Financial Partners, has hired a chief revenue officer, the firm revealed on Wednesday. Harry Kirkpatrick is joining Procyon from NEIRG Wealth Management, where he’s…
Read More08.17.2023
Procyon Partners Takes Center Stage: Leading the Charge Among Rapidly Expanding RIAs in the Country
Featuring Phil Fiore
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 50 Growers Across America report, which was his brainchild and had been his pride and…
Read More07.27.2023
Citywire – An administrator to trust: How Procyon Partners launched its trust biz
Featuring Phil Fiore
The $5bn Shelton, Conn.-based RIA has joined the growing ranks of RIAs offering trust services to clients.
Read More06.30.2023
Financial Advisor IQ – Procyon Partners Adds $600M FA Team
Featuring 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 the New York and Massachusetts areas. Jerry Sneed and Frank McKiernan come to Procyon from Baker Tilly Wealth Management,…
Read More06.28.2023
Family Wealth Report – US Wealth House Adds Advisors, Continues Growth Trend
Featuring 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 joined the firm, each as a senior private wealth advisor. Together, they previously managed over…
Read More06.27.2023
InvestmentNews – Procyon Partners adds two advisors managing $600 million
Featuring 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 assets, said Tuesday said it had added two financial advisors, Frank McKiernan and Jerry Sneed, who…
Read More06.27.2023
Citywire – Dynasty-backed Procyon adds $600m team from Baker Tilly
Featuring 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 picked up a five-person advisory team from Baker Tilly. The team, led by Frank McKiernan and…
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