Mitchell joins Procyon Partners as managing director
Steven J. Mitchell ’90 BA (Econ) brings almost 30 years of
financial advising experience with him as he joins Procyon Partners, a financial
management firm headquartered in Shelton, Connecticut, as a new managing
Procyon Partners is an independent, employee-owned financial
management firm and affiliate of Dynasty Financial Partners. Founded in 2017,
Procyon Partners provides fiduciary advising to institutions and retirement
plans and personal wealth management services for individuals and families.
Procyon Partners currently manages over $3 billion in total assets. Mitchell
will join the Procyon Partners’ New York City office as a managing director
where his client specialties will be institutional consulting and personal
Prior to joining Procyon Partners, Mitchell served as
managing director of wealth management, as well as a Pinnacle Council and
Pinnacle Circle member at UBS, where he worked for twelve years. He also served
as a senior vice president at Lehman Brothers.
Read more about Mitchell’s new position in this
news article from Financial Advisor Magazine.