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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 is a highly experienced individual with over 30 years of expertise in providing investment consulting services to institutions and high-net-worth families. As the Co-Founder and CEO of Procyon, he brings his extensive financial knowledge to the firm, focusing on firm-wide management, leadership & Nationwide expansion.

Before co-founding Procyon, Phil held the position of Senior Vice President of Wealth Management at UBS. During his time there, he led the FDG Group, which was a prominent Institutional Consulting and Private Wealth Team. He also served as a member of the Institutional Consulting Group, Advisory Council, Senior Institutional Consultant, and a Senior Retirement Plan Consultant at UBS. In addition, Phil held the role of Co-Chair of the UBS Corporate Development Advisory Board and its Retirement Advisory Council.

Phil has received several accolades for his accomplishments in the financial industry. He was recognized by 401KWire as one of the Nation’s 300 Most Influential Advisors in the Defined Contribution Arena. The Financial Times named him one of their Top 400 US Advisors, and he was also listed as one of Barron’s Top 1,200 Financial Advisors. Phil’s exceptional achievements led to his induction into the PlanAdvisor Hall of Fame.
Due to his success and expertise, Phil is often invited to speak at national retirement conferences and media interviews, where he shares his knowledge on RIA M&A (Registered Investment Advisor mergers and acquisitions).

Phil has a Bachelor of Arts (B.A.) degree in Political Science from the University of Hartford. He has also earned the Certified Investment Management Analyst (CIMA®) and Certified Retirement Plans Counselor (CRPC®) certifications from the College for Financial Planning. These certifications were obtained through the University of Pennsylvania’s Wharton School of Business.

Outside of work, Phil resides in Westport, CT, with his wife and their two sons. He enjoys golfing, working out, and participating in exotic car rallies and shows.

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