SHELTON, Conn.–(BUSINESS WIRE)–Procyon Partners has announced the appointment of Mark Sullivan as Senior Vice President and Senior Private Wealth Advisor, a key move in the firm’s growth strategy. Sullivan, an industry veteran with deep expertise in wealth management, will join the team at the firm’s Shelton, Conn., headquarters, where he is expected to play a pivotal role in advancing Procyon’s success.
“We’re excited to have Mark on board,” said Phil Fiore, CEO and Co-Founder of Procyon Partners. “His client-first mentality and vast experience advising high-net-worth individuals make him the perfect addition as we continue to enhance our client offerings.”
Procyon Partners, founded in 2017, manages almost $8 billion in assets and has offices in Connecticut, NYC, Long Island, West Palm Beach, Tennessee and Maryland. The firm has established itself as a leader in the private wealth management space, with a focus on serving both high-net-worth and ultra-high-net-worth individuals and families.
Fiore sees Sullivan as a critical component of Procyon’s strategy to engage the next generation of wealth creators. “Mark’s insights and ability to help entrepreneurs navigate the complexities of wealth management will be invaluable as we continue to build lasting relationships with clients shaping the future of the industry,” he said.
Sullivan’s background includes over a decade at UBS, where he managed $800 million in client assets and oversaw $300 million in retirement-plan assets. His specialization in advising first-generation entrepreneurs positions him to deliver tailored solutions to Procyon’s growing base of high-net-worth clients.
“Procyon Partners is a firm that’s truly focused on building its clients’ financial futures,” Sullivan said. “I’m eager to build on that vision and help our clients achieve their long-term goals.”
Procyon Partners is part of the Dynasty Financial Partners’ Network, a group of top-tier independent financial advisory firms renowned for their elite client service.
About Procyon Partners
Procyon Partners is an independent registered investment advisor with a dual focus on retirement plan/participants and private clients. With offices in Connecticut, NYC, Long Island, West Palm Beach, Tennessee and Maryland, the firm manages almost $8 billion in client assets. On the institutional side, the firm helps companies and organizations design, manage, and enhance their retirement and health plan offerings while also educating plan participants on how to effectively prepare for their retirement. As a private wealth advisor, Procyon helps high-net-worth individuals, families and business owners identify and implement effective financial strategies for managing their investments and achieving their financial goals. For more information visit. www.procyonpartners.net.
