Investment company Procyon Private Wealth Partners, LLC (Current Portfolio) buys PIMCO Enhanced Short Maturity Active Exchange-Trad, Vanguard Mega Cap Value ETF, iShares Interest Rate Hedged Long-Term ...
Procyon Partners, a registered investment advisor based in Shelton, Conn., that is part of the Dynasty Financial Partners network, has acquired OLV Investment Group, a wealth management firm with over ...
Procyon, a Shelton, Conn., registered investment advisory firm, has acquired OLV Investment Group, a Flint, Mich.-based wealth management firm that oversees about $500 million in client assets.
Procyon Partners, a Shelton, Conn.-based independent RIA with some $5 billion in client assets, has added two advisors with some $600 million in combined client assets. Frank J. McKiernan and Jerry R.
Procyon Partners, an RIA managing $7 billion in client assets as part of the Dynasty Financial network, is looking to bolster its growth efforts with a new leadership appointment. On Monday, the firm ...
SHELTON, Conn.--(BUSINESS WIRE)--Procyon Partners, a fast-growing registered investment advisory (RIA) firm known for delivering personalized, fiduciary-driven wealth management solutions, today ...
Acquisition Adds Over $500 Million in Client Assets, New Locations in Michigan and Texas, and Seven Financial Advisors to Procyon’s Growing Platform Procyon, a leading independent registered ...
Constellation Wealth Capital has staked its latest firm: Procyon Partners, an $8 billion RIA based in Connecticut and part of the Dynasty Financial Partners network. Procyon CEO and Co-Founder Phil ...
SHELTON, Conn.--(BUSINESS WIRE)--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 ...
Procyon Partners, an RIA operating within the Dynasty Financial Network, has officially become the latest to join the industry trend of firms pursuing growth strategies with PE backing. On Thursday, ...