Procyon Partners Supercharges Investment Team with Massimo Santicchia and Katherine Gallagher
Procyon Partners is making a bold move to elevate its investment capabilities with the addition of Massimo Santicchia as Senior Vice President, Head of U.S. Equities, and Katherine Gallagher as Senior Vice President, Senior Portfolio Manager. More than top-tier hires, Santicchia and Gallagher are an investment team that has been developing innovative portfolio strategies and delivering strong results for clients since 2012.
Mark Sullivan Joins Procyon Partners to Spearhead Growth In Private Wealth Management
Procyon Partners has announced the appointment of Mark Sullivan as Senior Vice President and Senior Private Wealth Advisor, a key move in the firm’s growth strategy. Sullivan, an industry veteran with deep expertise in wealth management, will join the team at the firm’s Shelton, Conn., headquarters, where he is expected to play a pivotal role in advancing Procyon’s success.
Procyon Partners Makes Power Move in Naming Rich Franchella to Drive Growth
Procyon Partners is pleased to announce the appointment of Rich Franchella as Senior Vice President of Business Development, a newly created role designed to drive the firm’s ongoing expansion. Based in the firm’s office in Fulton, Md., Mr. Franchella will focus on recruiting top-tier firms and advisors in private wealth, institutional consulting, employee benefits, tax, risk management, and other key sectors.
Procyon Partners Brings on Harry Kirkpatrick as Chief Revenue Officer
Procyon Partners today announced that Harry Kirkpatrick joined the firm as Chief Revenue Officer. In this role, Mr. Kirkpatrick will drive institutional and private client growth by coaching and developing financial advisors, improving internal processes and resources, and ensuring that clients receive the high-end service that Procyon is known for.
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
Procyon Partners announced today that senior advisors Frank J. McKiernan and Jerry R. Sneed, CFA ®, CAIA, have joined the firm, each as Senior Vice President, Senior Private Wealth Advisor. Together, they previously managed over $600 million in assets for high-net-worth individuals and families at Baker Tilly Wealth Management. The team will work in the New York and Massachusetts areas.
Procyon Partners Ramps Up Momentum with the Addition of Veteran Financial Advisor Brian Turner
Procyon Partners announced today that Brian Turner will be joining the firm as a Private Wealth Advisor. He is accompanied by Selena Kemp, Senior Client Service Associate, and Zamena Bridglal, Client Service Associate. They will operate from the new office location in Fulton, Maryland.
Procyon Partners with Nearly $5 Billion in Client Assets Continues to Expand Footprint with the Addition of Financial Advisor Zoltan Pongracz
Procyon Partners announced today that Zoltan Pongracz, CFP®, ChFC®, CLU®, AIF® will be joining the firm as a Senior Vice President and Senior Private Wealth Advisor. He is accompanied by client service associate Mickey Herbert and financial advisor Jake McCarthy.
Procyon Builds Out Procyon Benefits with Addition of Employee Benefits Team
Procyon Benefits announced today the addition of a team with extensive expertise in employee benefits consulting, specifically, health and welfare.
