Media articles &
press releases
For press enquires or to set up an interview, please contact Phil Fiore
at or (475) 232-2700.
08.02.2023
Citywire – The forever game: Why large RIAs are entering the trust business
Featuring Jeff Farrar
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 chartered a new trust company in Kansas and needed someone to head up the business…
Read More08.02.2023
Investment News – Advisors take US debt downgrade in stride: ‘More to do with politics than economic stability’
Featuring Jeff Farrar
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, Fitch Ratings demoted U.S. bonds from ‘AAA’ to ‘AA+,’ citing “expected fiscal deterioration” in coming years,…
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…
Read More06.27.2023
Businesswire – Already a Juggernaut of RIA M&A and Top-Tier Advisor Recruiting, Procyon Partners Increases Momentum by Adding Senior Financial Advisors Jerry Sneed and Frank McKiernan, Who Previously Managed $600 Million in Client Assets
Featuring 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 announced today that senior advisors Frank J. McKiernan and Jerry R. Sneed, CFA ®, CAIA, have…
Read More06.23.2023
AdvisorHub – Navigating challenges and opportunities in the RIA M&A market
Featuring Phil Fiore