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Procyon Partners

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

Industries

Consulting

Headquarters

Shelton, United States

Employees

11-50

Links

Org chart

Phil Fiore

Co-Founder, Partner, Executive MD & CEO

Phil Fiore

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Jeff Farrar

Co-Founder, Partner & Executive MD

Lou Gloria

Co-Founder, Partner & MD

Thomas Gahan

Co-Founder, Partner & MD

Christopher E. Foster

Co-Founder, Partner & MD

Antonio Rodrigues

Partner & Senior Portfolio Manager

John Marchisotta

Partner, MD & Private Wealth Advisor

Michael J. Desmond

Partner, Private Wealth Advisor & Retirement Plan Consultant

Michael Kelly

Partner & Private Wealth Advisor

James P. Diver

Partner & Private Wealth Advisor

Sean J. Rabinowitz

President, Employee Benefits

Melissa Dittrich

EVP, Employee Benefits

Zoltan Pongracz

SVP & Private Wealth Advisor

Brian Turner

SVP, Private Wealth Advisor

Frank McKiernan

SVP & Senior Private Wealth Advisor

Jerry Sneed

SVP & Senior Private Wealth Advisor

Daniel Limmer

VP & Private Wealth Advisor

Caroline Wetzel

VP & Private Wealth Advisor

Amber Kendrick

VP & Retirement Plan Consultant

Andy Leung

VP & Private Wealth Advisor

Robert S. Alimena

VP, Private Wealth Advisor

Jim Jeffery

Managing Director, Senior Institutional Consultant

Mark Rich

Director, Investments

Marc Fischer

Director, Business Services

Jonathan Duggan

Director, Financial Planning

Katiria Julia

Account Executive

Richard J. Appaluccio

Senior Education Consultant

Deirdre Nealon

Senior Client Service Associate

Cari Walling

Senior Client Service Associate

Selena Kemp

Senior Client Service Associate

Zamena Bridglal

Client Service Associate

Jack Silverman

Client Service Associate

Lisa Allen

Client Service Associate

Terry Crawford

Client Service Associate - Institutional Clients

Financial Planner

Reporting Analyst

Receptionist

Financial Advisor

Teams

+14

Wealth Advisory Team

17 members

Leadership Team

9 members

Client Services Team

9 members

Financial and Investment Team

6 members

Analysts Team

3 members

Customer Relations

4 members

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