Procyon Perspectives
Co-Founder and Partner
Co-Founder and Partner
Co-Founder and Partner
Co-Founder and Partner
Co-Founder and Partner
Partner
Partner, Managing Director, Private Wealth Advisor
Partner, Private Wealth Advisor, Retirement Plan Consultant
Partner, Private Wealth Advisor
Partner, Private Wealth Advisor
Partner, President, Employee Benefits
Partner, Executive Vice President, Employee Benefits
Managing Director
Senior Vice President, Private Wealth Advisor
Senior Vice President, Senior Private Wealth Advisor
Senior Vice President, Senior Private Wealth Advisor
Senior Vice President, Private Wealth Advisor
Vice President, Private Wealth Advisor
Vice President, Private Wealth Advisor
Vice President
Vice President
Vice President
Financial Advisor | Relationship Manager
Financial Advisor
Chief Revenue Officer
Director of Investments
Director, Business Services
Director of Client Service
Director of Financial Planning
Business Development Consultant
Consultant
Investment Analyst | Trader
Senior Education Consultant
IC Client Service Associate
Business Services Analyst
Investment Analyst
Reporting Analyst
Account Executive
Senior Client Service Associate
Senior Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Client Service Associate
Office Associate
Market commentary
WealthManagement – Procyon: Institutional Due Diligence With a Private Wealth Overlay
Procyon takes a bottom-up approach to portfolio management, but the firm’s real differentiator lies in its own alternative funds, givingRead More
Financial Advisor – You Can’t ‘Legislate Good Behavior’: What Advisors Really Think About The DOL Rule
You Can’t ‘Legislate Good Behavior’: What Advisors Really Think About The DOL Rule APRIL 5, 2024 • BEN MATTLIN As financial professionalsRead More
Wealth Solution Reports – Three Keys For Advisory Firms Looking To Grow By Acquisition
Three Experienced Dynasty-Affiliated Firm Leaders Share Keys To Ensuring Successful Acquisitions Acquisitions aren’t just for RIA aggregators and large enterprisesRead More
USA TODAY – Spring cleaning’ for your finances: 12 money moves to make right now
Daniel de Visé USA TODAY Spring cleaning can mean tidying up your wallet or pocketbook, as well as your closet.Read More
MARKET UPDATE: WHAT A DIFFERENCE A YEAR MAKES!
Coming into 2023, market sentiment was broadly negative following the worst year for a diversified portfolio in 40 years. InRead More
USA TODAY – How to create a budget for 2024: First, check out how you spent in 2023
Daniel de Visé A great way to make a household budget for 2024, financial planners say, is to look atRead More
CityWire – $6.5bn Procyon makes executive hire
Procyon Partners has brought on Harry Kirkpatrick to serve as chief revenue officer. Procyon Partners, the $6.5bn RIA backed byRead More
InvetmentNews – Prospecting for clients the ‘old-fashioned way’
Lead generation platforms are ‘worth exploring’ but advisors prefer other approaches. If you’re looking for new ways to prospect forRead More
InvestmentNews- Gen Xers will not retire comfortably, Schroders finds
Advisors say the age at which people retire and the definition of retirement are changing. December 14, 2023 By JoshRead More
Riding the Waves of Change: The Paradigm Shift in Asset Allocation Amidst Rising Interest Rates and Emerging Risks
A paradigm shift is an important change that happens when the usual way of thinking about or doing something isRead More