Phil Giuseppe Fiore
Chief Executive Officer at Procyon Partners LLC
Profile
Mr. Phil G.
Fiore, Jr., is a Co-Founder, Partner & Executive Managing Director at Procyon Advisors LLC and a Chief Executive Officer, Executive Managing Director & Partner at Procyon Partners LLC.
He is on the Board of Directors at New Milford Hospital.
He has more than 25 years of experience in providing investment consulting services to both institutions and high net worth families.
Prior to co-founding Procyon Partners, he was a Senior Vice President of Wealth Management at UBS where he was also a member of the Institutional Consulting Group and its Advisory Council, a Senior Institutional Consultant and a Senior Retirement Plan Consultant.
He graduated from the University of Hartford with a B.A., and later earned designation as a Certified Investment Management Analyst (CIMA) through the University of Pennsylvania’s Wharton School of Business and as a Certified Retirement Plans Counselor (CRPC) through the College for Financial Planning.
Phil Giuseppe Fiore active positions
| Companies | Position | Start |
|---|---|---|
New Milford Hospital
 New Milford Hospital Hospital/Nursing ManagementHealth Services New Milford Hospital is a community acute care hospital located in New Milford, CT. The hospital is part of the Danbury Hospital campus and offers medical, surgical, psychiatric, and 24-hour emergency services. The CEO of the non-profit company is Richard J. Henley. | Director/Board Member | - |
Procyon Advisors LLC
 Procyon Advisors LLC Investment ManagersFinance Procyon Advisors LLC (Procyon) is a registered investment advisor headquartered in Shelton, Connecticut. Formerly known as Procyon Private Wealth Partners LLC, the firm was founded in 2017 by Phil Fiore, Jr. and is owned by Procyon Partners LLC. Procyon provides fiduciary investment advisory services to institutions and retirement plans, and personal wealth management services to individuals and families. | Chief Executive Officer | 31/03/2017 |
Procyon Partners LLC
 Procyon Partners LLC Investment ManagersFinance Procyon Partners LLC is an independent registered investment advisor that focuses on retirement plans and private clients. The private company is based in Shelton, CT, and has subsidiaries in the United States. The company helps companies and organizations design, manage, and enhance their retirement plan offerings while educating plan participants on how to effectively prepare for their retirement. Procyon also 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. Procyon manages approximately $5b in client assets and provides unbiased financial advice and tailored investment and risk management solutions to institutions and individuals. Procyon was founded in 2017 by Phil Giuseppe Fiore, Jeff Farrar, Thomas James Gahan, Christopher E. Foster, Lou Gloria, and Phil Giuseppe Fiore has been the CEO since 2017. | Chief Executive Officer | - |
Former positions of Phil Giuseppe Fiore
| Companies | Position | End |
|---|---|---|
Danbury Hospital
 Danbury Hospital Hospital/Nursing ManagementHealth Services Danbury Hospital provides healthcare services. It offers bone, joint and spine care, digestive diseases, heart and vascular and cancer care services. The company was founded in 1885 and is headquartered in Danbury, CT. | Director/Board Member | - |
Training of Phil Giuseppe Fiore
| University of Hartford | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
New Milford Hospital
New Milford Hospital Hospital/Nursing ManagementHealth Services New Milford Hospital is a community acute care hospital located in New Milford, CT. The hospital is part of the Danbury Hospital campus and offers medical, surgical, psychiatric, and 24-hour emergency services. The CEO of the non-profit company is Richard J. Henley. | Health Services |
Danbury Hospital
Danbury Hospital Hospital/Nursing ManagementHealth Services Danbury Hospital provides healthcare services. It offers bone, joint and spine care, digestive diseases, heart and vascular and cancer care services. The company was founded in 1885 and is headquartered in Danbury, CT. | Health Services |
Procyon Partners LLC
Procyon Partners LLC Investment ManagersFinance Procyon Partners LLC is an independent registered investment advisor that focuses on retirement plans and private clients. The private company is based in Shelton, CT, and has subsidiaries in the United States. The company helps companies and organizations design, manage, and enhance their retirement plan offerings while educating plan participants on how to effectively prepare for their retirement. Procyon also 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. Procyon manages approximately $5b in client assets and provides unbiased financial advice and tailored investment and risk management solutions to institutions and individuals. Procyon was founded in 2017 by Phil Giuseppe Fiore, Jeff Farrar, Thomas James Gahan, Christopher E. Foster, Lou Gloria, and Phil Giuseppe Fiore has been the CEO since 2017. | Finance |
Procyon Advisors LLC
Procyon Advisors LLC Investment ManagersFinance Procyon Advisors LLC (Procyon) is a registered investment advisor headquartered in Shelton, Connecticut. Formerly known as Procyon Private Wealth Partners LLC, the firm was founded in 2017 by Phil Fiore, Jr. and is owned by Procyon Partners LLC. Procyon provides fiduciary investment advisory services to institutions and retirement plans, and personal wealth management services to individuals and families. | Finance |
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