Media articles &
press releases
For press enquires or to set up an interview, please contact Phil Fiore
at or (475) 232-2700.
06.28.2023
Family Wealth Report – US Wealth House Adds Advisors, Continues Growth Trend
Featuring Phil Fiore
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
Featuring Phil Fiore
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
Featuring Phil Fiore
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…
Read More06.27.2023
Businesswire – Already a Juggernaut of RIA M&A and Top-Tier Advisor Recruiting, Procyon Partners Increases Momentum by Adding Senior Financial Advisors Jerry Sneed and Frank McKiernan, Who Previously Managed $600 Million in Client Assets
Featuring Phil Fiore
Procyon Partners’ New Addition Marks More than $1.5 Billion in Acquired New Client Assets in Just Two Years June 27, 2023 10:00 AM Eastern Daylight Time ST. PETERSBURG, Fla.–(BUSINESS WIRE)–Procyon Partners announced today that senior advisors Frank J. McKiernan and Jerry R. Sneed, CFA ®, CAIA, have…
Read More06.23.2023
AdvisorHub – Navigating challenges and opportunities in the RIA M&A market
Featuring Phil Fiore
04.04.2023
CityWire RIA – Why a $5bn RIA entered the insurance business
Featuring Phil Fiore
03.14.2023
Advisor Hub – Three Strategic Pillars for Recruiting Elite Wealth Managers
Featuring Phil Fiore
12.01.2022
Deal Quest Podcast – Episode 203: Breaking Away and Strategic Growth with Phil Fiore
Featuring Phil Fiore
Having more than 25 years of experience, Procyon Partners’ Co-Founder, Phil Fiore, has extensive experience and expertise in the investment advisory space. In addition to being a co-founder of Procyon in 2017, Phil formerly held the positions of Senior Vice President of Wealth Management at…
Read More09.20.2022
Barron’s Article – Job 1 for RIAs: Finding New Recruits
Featuring Phil Fiore
With the war for talent showing no signs of abating, recruiting has become a top priority for advisory firms. It’s by far “the biggest concern” RIAs say the face today with respect to talent, according to a survey in the 2022 Talent Management Study from…
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