Procyon Partners today announced the hiring of financial advisor, Jim Jeffery. Based in NYC, Mr. Jeffery has $420 million in client assets bringing Procyon to a total of $3 billion in assets under advisement.
Mr. Jeffery specializes in working with senior living organizations, which operate retirement communities. He works with fiduciaries and management to craft investment programs that balance the needs for total return and organizational mission, including compliance with debt covenants. In addition, he works with high net worth families on retirement planning and wealth management.
Based in Shelton, CT and New York City, Procyon Partners is an independent Registered Investment Advisor (RIA) with a dual focus on retirement plan/participants and private clients. Procyon Partners is a Dynasty Financial Partners Network firm.
According to Procyon Partners CEO, Phil Fiore, Jim is a wonderful cultural fit with a business mix that aligns very well within the Procyon infrastructure. He has a niche market on the institutional side of his business that has synergy with Procyons core competency on the Retirement Consulting side of our business. From a private wealth standpoint, Jims business is very much aligned with our planning and advisory practice.
In addition, we are excited to open a Procyon office in New York City. Jim provides the foundation that we can build off of in establishing a significant presence for Procyon in NYC, said Mr. Fiore.
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“I immediately saw a strong cultural similarity between Procyon and my business. For example, the majority of both firms assets were managed on behalf of institutions, said Mr. Jeffery. Working with Procyon and Dynasty, we look forward to growing the number of senior living organizations that we serve. In addition to introducing my senior living clients to Procyons expertise in retirement consulting, we will also seek opportunities in target markets such as colleges and universities that will benefit from our full range of complementary services.
Prior to joining Procyon, Mr. Jeffery worked as a Managing Director at an RIA in New York City. He is a Chartered Financial Analyst (CFA) with an MBA from New York University and a B.A. from Duke University.
Procyon Partners has added a number of new professionals recently. The firm recently added:
- Amber Kendrick, VP, Retirement Plan Consultant in October 2017,
- Paul Kuveke in November 2017 as Director of Private Wealth and
- Antonio Rodrigues as SVP, Portfolio Manager in June 2018.
About Procyon Partners
Based in Shelton, CT and New York City, Procyon Partners is an independent Registered Investment Advisor (RIA) with a dual focus on retirement plan/participants and private clients. On the institutional side, the firm helps companies and organizations design, manage and enhance their retirement 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 the most effective financial strategies for managing their investments and achieving their financial goals. For more information, please also visit www.procyonpartners.net.