NEW YORK--(BUSINESS WIRE)--Procyon Partners today announced that the firm has hired Senior Portfolio Manager, Antonio Rodrigues, who previously managed $300 million in client assets. Prior to joining Procyon, he was a Senior Portfolio Manager for Olson Mobeck Investment Advisors and People’s United Advisors.
Based in Shelton, CT, Procyon Partners is an independent Registered Investment Advisor (RIA) with a dual focus on institutional consulting and personal wealth management. Procyon Partners is also a member of the Dynasty Financial Partners Network.
"We are pleased to announce that Antonio is joining our firm. He brings extensive investment experience to the firm," according to Procyon Partners CEO, Phil Fiore. "We have successfully positioned Procyon as a high-growth firm that has invested in superior technologies, marketing and investment product research. We offer our advisors the scale and resources to compete with anyone in the market and we plan to continue our expansion through the selective addition of high quality financial advisors."
"Partnering with Procyon, a firm with the DNA of an institutional advisor, allows us to remain competitive in the private wealth space for many reasons including institutional capabilities, a technological advantage, and unbiased flexibility," said Mr. Rodrigues. "We will now be able to utilize and integrate our client interactions safely and more effectively than ever before by using progressive and cutting edge technologies that are reshaping how advisors serve their clients. My expertise in assessing, recommending, building and actively managing client portfolios will be bolstered by the tools available through Procyon Partners."
Antonio has 20 years of professional experience working in the financial markets on behalf of high net-worth individuals and families, corporations and non-profit organizations. As a Senior Portfolio Manager for Olson Mobeck Investment Advisors and People’s United Advisors, he was a senior member of the investment committee. He led the efforts on the development, formalization and implementation of a covered option writing strategy, implementation of alternative investments as an asset class, as well as overall asset allocation while at the firm. Prior to Olson Mobeck, he was a Financial Advisor, Trader and Investment Associate at People’s Securities Inc.
Antonio graduated with a Bachelor of Science from Fairfield University as well as a Masters in Finance from Fairfield University’s Charles F. Dolan School of Business.
Mr. Rodrigues' client base is composed of high-net-worth individuals and families, corporations and non-profit organizations - mainly in the Connecticut region.
About Procyon Partners
Based in Shelton, CT, Procyon Partners is an independent Registered Investment Advisor (RIA) with a dual focus on institutional consulting and personal wealth management. On the institutional side, the firm helps retirement plan sponsors, corporations, non-profits, municipalities, foundations and endowments prudently manage the assets under their stewardship while also educating plan participants on how to effectively prepare for their retirement. As a private wealth advisor, Procyon helps individuals, families and business owners identify and implement effective wealth management strategies for managing their investments and achieving their financial goals. For more information, please also visit www.procyonpartners.net.
