Phil Fiore

Phil Fiore, CIMA®, CRPC®

Co-Founder and Partner
Executive Managing Director

Phil’s experience in providing strategic investment consulting services to institutions and assisting their investment committees with their fiduciary responsibilities dates back to 1994.

Prior to co-founding Procyon, Phil worked at the FDG Group at UBS as a Senior Institutional Consultant and a Senior Retirement Plan Consultant.  He also served as co-Chair of the UBS Corporate Development Advisory Board and its Retirement Advisory Council.

Phil graduated from the University of Hartford with a B.A. degree and holds the Certified Investment Management Analyst (CIMA®) and Certified Retirement Plans Counselor (CRPC®) designations. He has twice been recognized by 401kWire as one of the Nation’s 300 Most Influential Advisors in the Defined Contribution Arena, by The Financial Times as one of their Top 400 US Advisors (2014) and as one of Barron’s Top 1,200 Financial Advisors (2015).

In addition to being a sought-after speaker at national industry conferences, Phil is a former member of the Western Connecticut Health Network Development Fund Board and its governance committee, and was also a member of the Danbury Health Systems Board of Directors and its Strategic Development Committee.

He is currently a member of Secession Golf Club in South Carolina and Trump National Golf Club in New York and enjoys golfing and working out. He resides in Westport, CT with his wife and two sons.

 

Certifications

CIMA®, CRPC®

Client specialties

  • Institutional consulting
  • Mergers & acquisitions