Procyon Partners
- Teams
- Leadership Team
Leadership Team
About
The current leadership team at Procyon Partners have a wide range of experience in the financial industry. Many of them have worked at large companies, such as UBS and Merrill Lynch, while others have experience working in more niche areas, such as hedge funds and insurance. All of the members of the team have at least a bachelor's degree, with many having gone on to get their MBA or other advanced degree. This team has a wealth of knowledge and experience that they can bring to bear for their clients.
Team members
Amber Kendrick
VP & Retirement Plan Consultan...
Andy Leung
VP & Private Wealth Advisor
Antonio Rodrigues
Partner & Senior Portfolio Man...
Cari Walling
Senior Client Service Associat...
Caroline Wetzel
VP & Private Wealth Advisor
Christopher E. Foste...
Co-Founder, Partner & MD
Daniel Limmer
VP & Private Wealth Advisor
Deirdre Nealon
Senior Client Service Associat...
James P. Diver
Partner & Private Wealth Advis...
Jeff Farrar
Co-Founder, Partner & Executiv...
Jim Jeffery
Managing Director
John Marchisotta
Partner, MD & Private Wealth A...
Lou Gloria
Co-Founder, Partner & MD
Marc Fischer
Director, Business Services
Mark Rich
Director, Investments
Melissa Dittrich
EVP, Employee Benefits
Michael J. Desmond
Partner, Private Wealth Adviso...
Michael Kelly
Partner & Private Wealth Advis...
Phil Fiore
Co-Founder, Partner, Executive...
Richard J. Appalucci...
Senior Education Consultant
Sean J. Rabinowitz
President, Employee Benefits
Thomas Gahan
Co-Founder, Partner & MD
Zoltan Pongracz
SVP & Private Wealth Advisor
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