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 ...
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