Mark Sullivan Strengthens Procyon Partners' Wealth Management Team
Mark Sullivan Joins Procyon Partners to Drive Growth in Wealth Management
Procyon Partners has officially announced the appointment of Mark Sullivan as Senior Vice President and Senior Private Wealth Advisor. This strategic move is a significant step for the firm as it continues to expand its influence in private wealth management.
A Rich Background in Wealth Management
Mark Sullivan is no stranger to the wealth management arena. With substantial experience in advising high-net-worth individuals, he brings valuable insights that are expected to propel Procyon Partners to new heights. His extensive tenure in the industry, particularly at UBS where he managed a considerable portfolio, positions him uniquely to contribute to the firm’s objectives.
Commitment to Client-Centric Services
Phil Fiore, the CEO and Co-Founder of Procyon Partners, expressed excitement over Sullivan joining the organization. "We’re thrilled to welcome Mark on board. His client-first mentality aligns perfectly with our mission to provide premier services to our clients," Fiore stated. The firm recognizes that having a leader like Sullivan can enhance the firm's offerings and strengthen its relationships with clients.
Procyon Partners: A Growing Wealth Management Firm
Founded in 2017, Procyon Partners has quickly carved out a niche in the competitive landscape of private wealth management. With nearly $8 billion in assets under management and multiple offices across various states, including Connecticut and New York City, the firm has set a benchmark for excellence in serving both high-net-worth and ultra-high-net-worth clients.
Strategies for Engaging Wealth Creators
Fiore has a clear vision for Procyon Partners, indicating that Sullivan will play a crucial role in attracting and engaging the next generation of wealth creators. Mark's expertise in assisting entrepreneurs will be instrumental in refining the firm’s approach to wealth management as it serves clients who are poised to shape the industry’s future.
Focus on Tailored Wealth Solutions
Sullivan's approach emphasizes personalized service tailored to each client's unique needs. By leveraging his background, he aims to create bespoke investment strategies that resonate with Procyon’s expanding base of affluent clients. He remarked on the company's dedication: "Procyon Partners is truly focused on building its clients’ financial futures. I’m eager to contribute to that vision and support our clients in achieving their long-term financial goals."
Procyon Partners and the Dynasty Financial Partners Network
Notably, Procyon Partners is part of the esteemed Dynasty Financial Partners Network—a collective of elite independent financial advisory firms recognized for outstanding client service. Being part of this network enables Procyon Partners to offer its clients a broader range of tools and resources to manage their wealth effectively.
About Procyon Partners
Procyon Partners operates as an independent registered investment advisor, focusing on both retirement plans and private clients. The firm provides comprehensive services to help corporations design, manage, and enhance their retirement and health plans while guiding individual clients through effective financial strategies. With a commitment to education, Procyon empowers plan participants to prepare efficiently for retirement. Their mission is clear: to assist high-net-worth individuals, families, and business owners in navigating their financial landscapes.
Frequently Asked Questions
What is Mark Sullivan's role at Procyon Partners?
Mark Sullivan serves as the Senior Vice President and Senior Private Wealth Advisor, focusing on enhancing the firm's wealth management services.
What are Procyon Partners' main services?
Procyon Partners provides services in wealth management, retirement planning, and education for both individuals and organizations.
What experience does Mark Sullivan bring to the firm?
Mark Sullivan has extensive experience in wealth management, having managed significant client assets at UBS and specializing in advising high-net-worth individuals.
How has Procyon Partners positioned itself in the market?
Since its founding, Procyon Partners has rapidly established itself as a leader in wealth management, managing nearly $8 billion in client assets.
What benefits does being part of the Dynasty Financial Partners Network offer?
Being affiliated with the Dynasty Financial Partners Network allows Procyon Partners to access a wider range of resources and support, enhancing their client services.
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