Procyon
Financial Services • 
Shelton, Connecticut, United States • 51-100 Employees
Company overview
| Headquarters | One Corporate Drive, Suite 225, Shelton, CT 06484, US |
| Phone number | +14752322700 |
| Websites | |
| NAICS | 52 |
| Keywords | Risk Management, Wealth Preservation, Wealth Transfer, Wealth Accumulation, Financial Planning, Investment Management, Institutional Endowment And Foundation Consulting, Institutional Retirement Plans |
| Founded | 2017 |
| Employees | 51-100 |
| Socials |
Key Contacts at Procyon
Jeff Farrar
Executive Managing Director
John Marchisotta
Partner & Managing Director
Phil Fiore
Chief Executive Officer
Jim Jeffery
Managing Director, Senior Institutional Consultant
Aprill Ergas
Director Of Financial Planning
Cari Walling
Director Of Client Service
Saira Rizvi
Marketing Director
Abby D'Annolfo
Director Of Financial Analytics
Steven Mitchell
Managing Director
Tom Gahan
Managing Director
Procyon Email Formats
Procyon uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@procyonpartners.net), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@procyonpartners.net | 77.1% |
{first name}{last name} | johndoe@procyonpartners.net | 18.8% |
{last name}{last name} | doedoe@procyonpartners.net | 4.2% |
About Procyon
Procyon is an independent, employee-owned financial advisory firm with a dual focus on: • Helping institutions prudently manage the retirement plans, endowments and foundations under their stewardship. • Assisting affluent individuals, families and business owners effectively fulfill their dreams through sensible financial planning, and investment and risk management. We are passionately devoted to providing our clients with the knowledge, experience and support they need to make confident, informed decisions.
Procyon revenue & valuation
| Annual revenue | $5,475,520 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $17,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Procyon has 39 employees across 10 departments.
Departments
Number of employees
United Arab Emirates
Australia
France
BelgiumFrequently asked questions
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