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Certifications

CIMA®, CRPC®

Client specialties

  • Financial Planning
  • Institutional consulting
  • Mergers & acquisitions
  • Personal wealth management
  • Portfolio Construction & Management
  • Risk Management

Phil Fiore , CIMA®, CRPC®

Co-Founder and Partner
Executive Managing Director
Chief Executive Officer

Bio

Phil has more than 25 years of experience in providing investment consulting services to both institutions and high net worth families. Prior to Co- Founding Procyon Partners, Phil was a Senior Vice President of Wealth Management at UBS where he was also a member of the Institutional Consulting Group and its Advisory Council, 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 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, Phil lead the team (FDG) at UBS that was named by Plan Advisers  magazine as one of the Top 100 of the Country’s best retirement plan advisers for over 15 years and received the top honor of the Country’s best retirement adviser team in 2011 by Plan Sponsor magazine. This same team that he led was also named by Barron’s in 2015-17 as one of Barron’s Top Institutional Consultants.

Phil is also a frequent speaker at many national retirement conferences and a sought out after guest on podcasts and media interviews around his specialization in RIA M&A and managing and building an Elite Team.  Additionally, Phil is a former member of the Western Connecticut Health Network (WCHN) Development Fund Board, its governance committee, and was also a member of the Danbury Health Systems Board of Directors and its Strategic Development Committee. Phil graduated from the University of Hartford with a B.A., and later earned designation as a Certified Investment Management Analyst (CIMA®) through the University of Pennsylvania’s Wharton School of Business and as a Certified Retirement Plans Counselor (CRPC®) through the College for Financial Planning℠. Phil was also part of the inaugural class of the MIT Sloan School of Management Executive Education Summit Advisor to CEO sponsored by Dynasty Financial Services in May of 2022.

Additionally, Phil is a member of the Investment and Wealth Management Institute an independent group of Investment Management Professionals that collectively manage/consult on more than $3 trillion for institutional and individual clients. Phil is also a member of Secession Golf Club in South Carolina, Eligo Club in the Metro New York Area and Shore and Country Club in East Norwalk Ct.  In his spare time Phil enjoys golfing and working out and participating in Exotic Car Rally’s and shows. He currently resides in Westport Connecticut with his wife and their two sons.

 

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