ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Procyon Partners today announced that Harry Kirkpatrick joined the firm as Chief Revenue Officer. In this role, Mr. Kirkpatrick will drive institutional and private client growth by coaching and developing financial advisors, improving internal processes and resources, and ensuring that clients receive the high-end service that Procyon is known for.
Prior to joining Procyon Partners, Mr. Kirkpatrick served as Managing Director, Operations and Strategy at Connectus. Prior to that, he spent six years at Facet Wealth as Chief Revenue Officer and Head of Financial Planning.
"Over the course of my career, I have been proud to help financial advisors hone their skills and mature in the industry, so that they in turn can offer their clients superior service,” said Mr. Kirkpatrick. “I am excited to work with Phil and the team to design a development program to further enhance the talents and expand upon the services at Procyon."
“The growth rate of Procyon since its launch just 6 years ago has been truly remarkable. However, we have also spent a significant amount of time, energy and resources developing and building our vertical support businesses so our advisors can truly serve our clients in the holistic way that they deserve and quite frankly want,” said Phil Fiore, CEO of Procyon Partners. "Harry joining our team positions Procyon on an entirely new level of expertise and illustrates our commitment to accelerating our growth projections and further igniting the Procyon brand up and down the Eastern Seaboard and potentially beyond.”
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 over $6.5B 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.
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Dynasty is a provider of technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. Dynasty provides access to a comprehensive platform of software and technology tools, business services and holistic investment management capabilities through an open-architecture platform delivered via a suite of proprietary and third-party technologies. Dynasty’s technology, tools and services provide advisory firms the supported independence to launch their business, scale their operations and grow their firms — both organically and inorganically — while also allowing them to be more focused on and better equipped to serve their clients.
For more than a decade, Dynasty has championed the benefits of independent wealth management for high net worth and ultra-high net worth clients and has contributed to the movement of assets from traditional brokerage channels to the independent channels of wealth management. As Dynasty is becoming a recognized industry leader, Dynasty has differentiated itself by developing competitive strengths, including a deep understanding of and strong relationship with its clients, a comprehensive offering of services and technology-enabled solutions, the ability to leverage its size and breadth to invest, the flexibility and seamlessness enabled by a modular technology solution, the entrepreneurial culture and experienced and committed management team. Dynasty is committed to continually growing its business by facilitating existing advisory firm clients’ growth, onboarding new clients, increasing the clients’ use of its broader capabilities, launching additional solutions and facilitating complementary acquisitions.
For more information, please visit www.dynastyfinancialpartners.com.
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