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FUNDRAISING NEWS | January 07, 2025

Dynasty’s Procyon Partners Lands $800M Private Wealth Advisor from UBS

Tags: Personnel, Financial Advisor Move

Procyon Partners said January 7 that it appointed Mark Sullivan as senior vice president and senior private wealth advisor.

Sullivan joins after more a decade working in private wealth at UBS, where he managed $800M in client assets and oversaw $300M in retirement-plan assets and catered to ultra-high-net-worth clients. He has nearly 30 years of industry experience, beginning his career at CS First Boston and Bear Stearns, with subsequent stints at Needham, Lehman Brothers, and Credit Suisse.

Sullivan will join Procyon's team in Shelton, CT. Founded in 2017 and managing nearly $8B in client assets, Procyon is part of the Dynasty Financial Partners Network.

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Written By: Dakota

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