Procyon: Institutional Due Diligence With a Private Wealth Overlay
Procyon takes a bottom-up approach to portfolio management, but the firm’s real differentiator lies in its own alternative funds.
Source: wealthmanagement.com
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Ledyard and Gales Ferry voice concern - who's listening?
I attended the two December meetings of the Ledyard Planning and Zoning Committee during which the plan to quarry rock on Mount Decatur in Gales Ferry was discussed extensively and in great detail. On...
Source: theday.com
Ledyard residents speak out about quarry project
Ledyard ― More than 125 people attended a public hearing Thursday night about plans to quarry rock by leveling large parts of historic Mount Decatur in Gales Ferry at the site of the former Dow Chemi...
Source: theday.com
Mindy Diamond on Independence: How Phil Fiore Built a $6B Firm
Five years ago, Phil Fiore and his team left UBS to launch Procyon Partners and since have expanded services and are achieving extraordinary M&A success.
Louis Diamond Morgan Stanley Graystone Phil Fiore Institutional Consulting Group Morgan Stanley Graystone Consulting
Source: wealthmanagement.com
RIA private equity deals drive 2021 M&A | Financial Planning
The 2022 outlook looks to be much the same.
Source: financial-planning.com
RIAs Predict the Failure of Private Equity Ownership
'It’s great that PE is involved with our business as a validation of sorts, but I think the thesis is wrong,' said Procyon CEO Phil Fiore.
Source: wealthmanagement.com
Procyon Partners Merges with Pivotal Planning Group
The merger produces a $4.5 billion in assets firm with 24 employees and four offices.
Source: wealthmanagement.com