Procyon is dedicated to helping affluent families and institutions navigate the most effective path for fulfilling their financial dreams and goals.

Consulting

Procyon Partners

Procyon Partners' headquarters in Shelton, CT, United States

Suite 204 likely serves as a key hub for US equities strategy and senior management in the financial sector.

Suite 204

Phil Fiore

Gabby Hurtado Payne

Harry Kirkpatrick

Melissa Dittrich

John Marchisotta

Christopher E. Foster

Thomas Gahan

The Client Services Team at Procyon Partners provides personalized support to affluent families and institutions, ensuring seamless communication and execution of their financial strategies. They manage client inquiries, administer account services, and assist in implementing tailored financial plans to help clients achieve their financial objectives.

Client Services Team

The Wealth Advisory Team at Procyon Partners guides affluent families and institutions in developing and executing personalized financial strategies to achieve their long-term aspirations. Comprised of experienced private wealth advisors and senior portfolio managers, the team offers comprehensive financial planning, investment management, and retirement consulting services.

Wealth Advisory Team

This department focuses on providing opportunities for interns to gain practical experience and develop their skills in a professional environment.

Development

This department focuses on developing and managing personalized financial strategies for clients.

Financial Planning

The Analysts Team at Procyon Partners focuses on providing in-depth financial analysis and reporting to support affluent families and institutions in achieving their financial goals. They generate detailed reports, analyze financial trends, and offer data-driven insights to guide investment strategies and decision-making processes.

Analysts Team

This department focuses on managing and enhancing client relationships while overseeing financial trading and portfolio management.

Procyon Partners

Org chart

Teams

Client Services Team

Wealth Advisory Team

Development

Financial Planning

Analysts Team

Client Services

Offices

Procyon Partners

Org chart

Teams

Client Services Team

Wealth Advisory Team

Development

Financial Planning

Analysts Team

Client Services

Offices

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