Procyon Partners

Last week, our team had a blast at RPM Raceway, enjoying some friendly competition and great camaraderie on the track. It was the perfect way to step away, recharge, and have some fun together! Here’s to more moments like these! #OneTeamOneDream #ProcyonStrong #GreattoExceptional

Our CEO, Phil Fiore, Jr. CIMA® CRPC®, will be attending iCapital Connect Arizona 2025, where top industry leaders will gather to share insights on innovation, technology, and the most compelling private market investment strategies. If you’re attending, let’s connect! ✔ Reach out via the iCapital Connect app ✔ Or send us a DM to schedule a quick meeting It’s a great opportunity to exchange ideas and explore potential collaborations. See you next week! #Networking #FinanceConference #WealthManagement #InvestmentStrategies #iCapitalConnect2025

We’re excited to announce that Bob has accepted his invitation to the Enterprise Partnership! His dedication, leadership, and commitment to excellence have made a lasting impact here at Procyon. Please join us in congratulating @Robert S. Alimena on this well-earned achievement as Partner, Senior Vice President, and Private Wealth Advisor. Congratulations, Bob!

We’re strengthening our investment expertise with the addition of Massimo Santicchia as Head of US Equities and Senior Vice President and Katherine Gallagher as Co-Head of US Equities and Senior Vice President. More than just top-tier hires, Massimo and Katherine have been a powerhouse investment team since 2012—driving innovative portfolio strategies and delivering strong results for clients. Phil Fiore, Jr. CIMA® CRPC® CEO & Co-Founder said it best, “We’re not just adding talent, we’re adding a team with a track record of success.” With their deep quantitative expertise and real-world investment acumen, they’re set to take our research and portfolio strategies to new heights. Join us in welcoming them to the Procyon family and read more about our newest members: https://bwnews.pr/3XJQIvE

We’re excited to welcome Camille D. to the Procyon team as the newest Client Service Associate! With a strong background in finance, wealth management, and client service, she brings a strategic and detail-oriented approach to supporting our advisors and clients. Join us in welcoming Camille! As Procyon continues to grow, our focus remains on delivering exceptional service and expertise. #WealthManagement #OneTeamOneDream

We’re excited to have Jamie Wilson, CFP®, CRPS® join Procyon as a Client Relationship Manager! Jamie is a Certified Financial Planner with nearly a decade in financial services, he’s dedicated to building strong client relationships and providing thoughtful, personalized advice. As Procyon grows, our commitment to exceptional client service remains our top priority. Join us in welcoming Jamie to the team! #WealthManagement #OneTeamOneDream

This March, in honor of Women's History Month, Procyon is proud to stand with WOW Collaborative in supporting Baby2Baby Disaster Relief Fund, providing essential aid to children and families impacted by the Los Angeles fires. Join us in making a difference and donate today: https://lnkd.in/gp_k2MiZ Baby2Baby provides diapers, clothing, and essential supplies to children affected by disasters nationwide. With over 60 million items distributed, they deliver critical aid within 48 hours to those impacted by fires, floods, hurricanes, and refugee crises. Thank you for making a difference! #OneTeamOneDream #ProcyonPartners #WOWCollaborative #Baby2Baby #DisasterRelief #WomensHistoryMonth

We’re proud to announce Marc Fischer as the 2nd annual recipient of the Procyon X Award! This honor recognizes individuals who exemplify excellence by fully embracing our five core values—Integrity, Trust, Accountability, Wisdom, and Collaboration. Marc’s dedication to our team and clients embodies the very best of Procyon, making him a truly deserving honoree. We’re grateful for all our team members who elevate us every day, and today, we extend a special thanks to Marc for his steadfast commitment to excellence.

Recently, Robert S. Alimena, CFP® was featured in InvestmentNews discussing the increasing demand for proactivity in wealth management. A new study by Hearts & Wallets shows that clients want their advisors to anticipate their needs—especially during market shifts. Yet, the article states there’s still a gap between what investors expect and what they receive. Read more about the study here: https://bit.ly/4hEIbSX