Dynasty Financial's Procyon Partners recruits $420-million adviser

New York-based firm reaches $3 billion under management with latest addition

Feb 21, 2019 @ 3:56 pm

By Jeff Benjamin

New York-based Procyon Private Wealth Partners has pushed its total assets under management to $3 billion with the addition of veteran adviser James Jeffery, who brings with him $420 million from crosstown competitor Solaris Asset Management.

Mr. Jeffery, who specializes in working with senior living organizations that operate retirement communities, is described as a "cultural fit" for Procyon, a registered investment adviser with a focus on retirement plans, plan participants and private clients.

(More: Dynasty Financial Partners moving headquarters to St. Pete, Fla.)

Procyon is a Dynasty Financial Partners Network firm.

"From a private-wealth standpoint, Jim's business is very much aligned with our planning and advisory practice," Procyon Partners chief executive Phil Fiore said in a statement.

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