Procyon

Recently, our CEO, Phil Fiore,was invited to the 5th Annual AdvisorHub CEO Summit in NYC. The event brought together thought leaders and innovators across the wealth management space for a day of insightful discussions, strategic thinking, and meaningful connections.

We’re proud to share Procyon has been recognized on Forbes’ list of America’s Top RIA Firms! Congratulations to every member of the Procyon team! As we continue to grow, we stay committed to serving with integrity and care towards those who place their trust in us.

Join us for a live webinar ft. Antonio Rodrigues, CIO, alongside Michael Kass and Anuj Aggarwal of Baron Capital Group Insights: Economic trends across BRIC and emerging markets Impacts on global growth and volatility What investors should watch next bit.ly/4m2HNQg

Happy Father's Day from Procyon! Celebrating all the amazing dads who inspire and support us every day.

Join industry expert Sean Rabinowitz, President of Employee Benefits at Procyon, for a free live webinar: “Exploring Self-Funded and Captive Health Insurance: From Fully Insured to Strategic Savings” 📅 Tuesday, June 17, 2025 🕐 1:00 PM ET Register now: us02web.zoom.us/webinar/regi…

This month, we’re proud to recognize Terry Crawford, M.S., CFP®. With 18 years of experience in financial services and is a CERTIFIED FINANCIAL PLANNER™ practitioner. She serves as a Client Service Associate for our Institutional Clients team. Thank you, Terry!

Thank you, @investmentnews, for covering this exciting new chapter. Our partnership with Constellation Wealth Capital is a meaningful step forward helping us accelerate our national growth and further strengthen the platform we offer to advisors. bit.ly/4lK0N6b

We are proud to announce that Procyon Partners is now simply Procyon. This rebrand marks more than a name change, it represents the firm we have become. A reflection of the momentum we have built, the relationships we have earned, and the future we have building together.

We’re excited to welcome Natalia Fronsaglia to the Procyon team! With extensive experience in helping clients manage their benefits programs, Natalia will be a valuable resource for ensuring our clients receive best in class support. Welcome to the Procyon family!

Wishing you a joyful day filled with hope, renewal, and time with loved ones. Happy Easter from Procyon!

May this season of renewal bring peace, joy, and time well spent with loved ones.

We had the opportunity to close out the event with a fireside chat on “Scaling Smart: Navigating the Growing Pains of Expansion” that featured our CEO, Phil Fiore, Jr. and Gordon Ross of @DynastyFP. #RIAEdge #WealthManagement

Join us for a strategic, data-driven discussion designed for HR Execs and business owners. This interactive session is a conversation with two industry experts who’ve advised top executives and transformed employee benefits strategies. Register Today! bit.ly/4cb8vBW

As part of our Financial Wellness Series, Chief Compliance Officer, Christopher Foster, CIMA®, CRPS® breaks down what you need to know about Full Retirement Age (FRA) & how it affects your benefits. bit.ly/3FKmJ0K #RetirementPlanning #SocialSecurity #WealthManagement

Our CEO, Phil Fiore, Jr. CIMA® CRPC®, will be attending iCapital Connect Arizona 2025, let’s connect! ✔ Reach out via the iCapital Connect app ✔ Or send us a DM to schedule a quick meeting #iCapitalConnect2025

We’re excited to announce that Bob has accepted his invitation to the Enterprise Partnership! His dedication, leadership, and commitment to excellence have made a lasting impact. Please join us in congratulating Bob Alimena on this well-earned achievement.

We’re strengthening our investment expertise w/ the addition of Massimo Santicchia as Head of US Equities and SVP and Katherine Gallagher as Co-Head of US Equities and SVP. Read more about our newest members: bwnews.pr/3XJQIvE

We’re excited to welcome Camille D. to the Procyon team as the newest Client Service Associate! With a strong background in finance, wealth management, and client service, she brings a strategic and detail-oriented approach to supporting our advisors and clients.

We’re excited to have Jamie Wilson, CFP®, CRPS® join Procyon as a Client Relationship Manager! Jamie is a Certified Financial Planner with nearly a decade in financial services, he’s dedicated to building strong client relationships and providing thoughtful, personalized advice.

This March, in honor of Women's History Month, Procyon is proud to stand with WOW Collaborative in supporting @Baby2Baby Disaster Relief Fund, providing essential aid to children and families impacted by the Los Angeles fires. Donate today: bit.ly/3EYVyyT