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

Consulting

Procyon Partners

Phil Fiore

Frank McKiernan

Jerry Sneed

Christopher Sneed

Michael Leone

Deirdre Nealon

Mickey Herbert

Terry Crawford

Lisa Allen

Selena Kemp

Cari Walling

Robert S. Alimena

Brian Turner

Ryan Kristie

Jonathan Duggan

Jack Silverman

Zamena Bridglal

Katiria Julia

Michael Kelly

Richard J. Appaluccio

Zoltan Pongracz

Caroline Wetzel

Amber Kendrick

Marc Fischer

Melissa Dittrich

Michael J. Desmond

Antonio Rodrigues

Christopher E. Foster

Thomas Gahan

Sean J. Rabinowitz

Andy Leung

Mark Rich

Daniel Limmer

Jeff Farrar

Jim Jeffery

James P. Diver

John Marchisotta

Lou Gloria

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

Wealth Advisory Team

Leadership Team

Client Services Team

About

Team members

Other teams at Procyon Partners

Wealth Advisory Team

Leadership Team