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Procyon perspectives
08.07.2020
Market Update – The Economy, COVID and Politics! – August 7th, 2020
Monthly market commentary
With July 4th past, we have now celebrated the 244th US Independence Day! While we each celebrated in our own ways, even the most socially distanced conversations likely encompassed the…
07.28.2020
Ct-Based Procyon Partners Doubles Down in the Big Apple: Adds veteran Financial Advisor...
By Marc Fischer
07.10.2020
Market Update – The Known Unknowns – July 10, 2020
Monthly market commentary
“Life isn’t about waiting for the storm to pass; it’s about learning to dance in the rain” – Vivan Greene, 2006 So many questions swirl as we re-emerge from our…
06.12.2020
A Perspective on Risk During the COVID-19 Crisis
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
To start, there’s now a more urgent existential risk for those of a certain age or with certain pre-existing conditions. From a societal standpoint, the initial fear that so many…
06.05.2020
Market Update – Spring Awakening after the Great Cessation – June 5, 2020
Monthly market commentary
“No matter how long the Winter, Spring is sure to follow” The past few months have been tough on all of us in different ways. Our Procyon Investment Committee…
05.06.2020
Market Update – May 6, 2020
Monthly market commentary
By Jeff Farrar
“…the fear does not subside, and we are expected to move against the fear. One must choose to do it afraid.” — Elisabeth Elliot Intro We have all become keenly…
Media articles
03.14.2023
Advisor Hub – Three Strategic Pillars for Recruiting Elite Wealth Managers
Industry News/Trends
Read More01.20.2023
Financial Advisor IQ – FAs with Solid Marketing Strategies Win 2.4 Times More New Clients: Study
Industry News/Trends
Read More12.22.2022
Kiplinger’s Personal Finance – Pension Payout Article
Personal finance
If you’re considering taking a one-time payout, don’t put it off. Its value will decline as rates rise.
Read MorePress releases
06.30.2023
Financial Advisor IQ – Procyon Partners Adds $600M FA Team
Industry News/Trends
Jerry Sneed, Christopher Sneed and Frank McKiernan join from Baker Tilly Wealth Management. By Alex Padalka|June 30, 2023 Procyon Partners announced that it has added two financial advisors who will work in the New York and Massachusetts areas. Jerry Sneed and Frank McKiernan come to Procyon from Baker Tilly Wealth Management,…
Read More06.28.2023
Family Wealth Report – US Wealth House Adds Advisors, Continues Growth Trend
Industry News/Trends
The team of advisors joining the group used to run more than $600 million of client money. Procyon Partners announced yesterday that advisors Frank J McKiernan and Jerry R Sneed have joined the firm, each as a senior private wealth advisor. Together, they previously managed over…
Read More06.27.2023
InvestmentNews – Procyon Partners adds two advisors managing $600 million
Industry News/Trends
Frank McKiernan and Jerry Sneed are joining Procyon, a Dynasty Financial network firm, from Baker Tilly Wealth Management. June 27, 2023 By Bruce Kelly Procyon Partners, with almost $5 billion in assets, said Tuesday said it had added two financial advisors, Frank McKiernan and Jerry Sneed, who…
Read More06.27.2023
Citywire – Dynasty-backed Procyon adds $600m team from Baker Tilly
Industry News/Trends
The advisory team, which will work out of New York City, is led by Frank McKiernan and Jerry Sneed. BY SAM BOJARSKI A Dynasty Financial Partners-backed RIA in Connecticut has picked up a five-person advisory team from Baker Tilly. The team, led by Frank McKiernan and…
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