Procyon Partners announced the appointment of Mark Sullivan as Senior Vice President and Senior Private Wealth Advisor, a key move in the firm’s growth strategy. And Sullivan, an industry veteran with deep expertise in wealth management, will join the team at the firm’s Shelton, Connecticut headquarters, where he is expected to play a pivotal role in advancing Procyon’s success.
Founded in 2017, Procyon Partners manages almost $8 billion in assets and has offices in Connecticut, NYC, Long Island, West Palm Beach, Tennessee, and Maryland. And the firm has established itself as a leader in the private wealth management space, focusing on serving high-net-worth and ultra-high-net-worth individuals and families.
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. And 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 part of the Dynasty Financial Partners’ Network, a group of top-tier independent financial advisory firms renowned for their high-quality client service.
KEY QUOTES:
“We’re excited to have Mark on board. 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.”
“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.”
– Phil Fiore, CEO and Co-Founder of Procyon Partners
“Procyon Partners is a firm that’s truly focused on building its clients’ financial futures. I’m eager to build on that vision and help our clients achieve their long-term goals.”
– Mark Sullivan
