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11.09.2020

Procyon Partners Hires Andrew Leung as Vice President

By Procyon Partners

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11.09.2020

Christopher E. Foster Named to 2020 Financial Times 401 Top Retirement Advisers

By Chris Foster

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10.09.2020

Market Update – October 9, 2020

Monthly market commentary

By Procyon Partners

“The intelligent investor is the realist who sells to optimists and buys from pessimists.” – Benjamin Graham, The Intelligent Investor We are three quarters of the way through 2020 and…

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09.24.2020

Election Update: A Debate Primer!

Private wealth management & investing

By Procyon Partners

With the upcoming first Presidential Debate and election campaigns in full swing, the Procyon Investment Committee wanted to set the foundation for some of the topics over the rest of…

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09.14.2020

What’s Your Money Story? This Is So Not Your Typical Financial Talk

Personal finance

By Caroline Wetzel

Procyon’s own Caroline Wetzel and trained Mediator, Colleen O’Neil, enjoy a real conversation about our relationship with money. Click the link below to watch the video and check out these…

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09.04.2020

Market Update – Labor Day and Some Normalcy? – September 4th, 2020

By Procyon Partners

“Summer will end soon enough, and childhood as well.” George R. R. Martin Labor Day, Back-to-School and Some Normalcy? We do not know if you are fans of the hit…

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Press releases

08.17.2023

Procyon Partners Takes Center Stage: Leading the Charge Among Rapidly Expanding RIAs in the Country

Industry News/Trends

Room to grow When I succeeded Alex Rosenberg as editor of Citywire RIA, I admit that one of the things that made me nervous about the role was the annual 50 Growers Across America report, which was his brainchild and had been his pride and…

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08.02.2023

Citywire – The forever game: Why large RIAs are entering the trust business

Industry News/Trends

In July of 2021, Moneta chief executive Eric Kittner hired Matt Harlan to help his firm do something unusual. Moneta, a $31bn RIA based in St. Louis, Mo., had recently chartered a new trust company in Kansas and needed someone to head up the business…

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08.02.2023

Investment News – Advisors take US debt downgrade in stride: ‘More to do with politics than economic stability’

Industry News/Trends

Financial advisors weren’t expecting a credit rating agency to downgrade U.S. debt two months after the country avoided a default, but they’re taking the move in stride. Late Tuesday afternoon, Fitch Ratings demoted U.S. bonds from ‘AAA’ to ‘AA+,’ citing “expected fiscal deterioration” in coming years,…

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07.27.2023

Citywire – An administrator to trust: How Procyon Partners launched its trust biz

Industry News/Trends

The $5bn Shelton, Conn.-based RIA has joined the growing ranks of RIAs offering trust services to clients.

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