Procyon

Deirdre is a Senior Client Service Associate who demonstrates excellence in the work that she does. With her proactivity, attentiveness, and genuine dedication to those she serves, she has diligently aided the needs of our clients’ time and time again.

At Procyon, our values are rooted in care, integrity, and a deep commitment to the people we serve; In recognizing Deirdre for the incredible impact she has made here, we are truly proud to have her on our team.

Thank you Deirdre for all that you do!

Our co-founder and CEO Phil Fiore connected with Family Wealth Report to discuss how private equity is reshaping the wealth management industry through consolidation, integration, and minority investment.

Phil shared how both the minority stake model and AI are impacting our firm’s capabilities and growth opportunities.

“We want our talent to perform at the highest levels. In order for them to do that, they need to have proper tools to execute at the speed and quality that they need to. As a firm, our role is to anticipate these needs, equipping our talent with the tools and support them to succeed,” he shared.

Read the full story here: https://www.familywealthreport.com/article.php/ANALYSIS%3A-Is-Private-Equity-Capital-Losing-Its-Charm-For-Wealth-Managers%3F

Across time zones, offices, and tables, Procyon is one team.

This past week, each Procyon office came together over lunch to celebrate how far we've come in nine years. Although our team has grown and expanded across multiple states, sharing in this simple anniversary lunch reminded us that no matter the distance, we are unified by a common goal. Procyon's team connection transcends beyond office walls.

Procyon's growth over the last 9 years has been extraordinary, the expansion of our team has allowed us the opportunity to continue building new connections, solidifying our confidence that the best is yet to come!

Please join us in welcoming Hayden Barnes to Procyon as our new Advisor Transitions and Integrations Manager!

With over six years of hands-on experience in client coordination, operations, and process improvement, Hayden is a wonderful addition to the Procyon team. She will play a meaningful role in how we bring new advisor teams and firms into the fold, helping ensure that every transition is handled thoughtfully, making her a natural fit for what this role entails.

Welcome to the team, Hayden!

Retirement planning is about understanding how you want to spend your time and what that lifestyle will actually cost.

Partner & Private Wealth Advisor Bob Alimena was featured in discussing how an extended summer vacation can serve as a valuable "trial run" for retirement, helping individuals test both their routines and spending habits before leaving the workforce for good.

“If you live exactly how you want for the first few months, can you maintain that spending rate successfully on an annual basis throughout retirement?” Bob said. “It may take an extra few months to really settle in and smooth out those annual spending expectations.”

Read the full story here: https://www.investmentnews.com/practice-management/retiring-in-the-summer/266804

Procyon is delighted to welcome our 2026 summer interns!
Over the coming weeks, this exceptional group of young professionals will work alongside our Business Development, Operations, Private Wealth and Investment Teams.

Great organizations grow by investing in great people. From the start, our interns are welcomed as members of the team, immersed in substantive work, and supported by mentors who are genuinely committed to their development.

Please welcome Procyon’s 2026 summer interns - Tyler Amprim, Kylie Hamilton, Cameron Rodrigues, and Drew Curto!

Exciting news! Our CEO, Phil Fiore, is one of this year's finalists for CEO of the Year ($25Bn or Less AUM) at the 2026 Wealth Management Industry Awards! 🌟

To be named a finalist alongside so many respected leaders is a reflection of Phil's dedication to our clients, our team, and the future we are building together at Procyon.

Thank you to everyone who supports our mission. We are proud to see Phil among this year's finalists!



The Wealth Management Industry Awards are independently granted in recognition of business initiatives that enhance financial advisor success and help advisors create better outcomes for their clients. No financial compensation is paid for consideration in the award process. Judges’ decisions are made independent of any firm’s business relationship with Informa Plc. The award does not evaluate the quality of services provided to clients and is not indicative of future performance.

Please join us in welcoming John Esteves to Procyon as our new Reporting Analyst!

John is no stranger to the team, having spent time with us as an intern on the Investments team before making this well earned transition. He holds a Bachelor of Science from Sacred Heart University where he studied Finance, Economics, and Financial Technology and Analytics, bringing a well-rounded academic background that translates directly into the work here at Procyon.

As part of the Investments team, John will support the team through research and due diligence, portfolio performance reporting, and preparing materials that help our advisors deliver the best possible experience to clients.

We are so glad to have him as a full time member of the Procyon family. Welcome, John!