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Mark Rich, Cfa, Cfp® Email & Phone Number

Director of Investments at Procyon Partners at Procyon Partners
Location: Shelton, Connecticut, United States 4 work roles 1 school
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Current company
Procyon Partners
Role
Director of Investments at Procyon Partners
Location
Shelton, Connecticut, United States
Company size
17 employees

Who is Mark Rich, Cfa, Cfp®? Overview

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Quick answer

Mark Rich, Cfa, Cfp® is listed as Director of Investments at Procyon Partners at Procyon Partners, a company with 17 employees, based in Shelton, Connecticut, United States. AeroLeads shows a matched LinkedIn profile for Mark Rich, Cfa, Cfp®.

Mark Rich, Cfa, Cfp® previously worked as Director of Investments at Procyon Partners and Investment Analyst at Procyon Partners. Mark Rich, Cfa, Cfp® holds Finance, Economics from Bryant University.

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Email format at Procyon Partners

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Procyon Partners

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Profile bio

About Mark Rich, Cfa, Cfp®

Procyon Partners, LLC ("Procyon Partners") is a registered investment advisor. Procyon Partners provides investment advisory and related services for clients nationally. Procyon Partners will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at [http://www.procyonpartners.net/].

Current workplace

Mark Rich, Cfa, Cfp®'s current company

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Procyon Partners
Procyon Partners
Director of Investments at Procyon Partners
shelton, connecticut, united states
Website
procyonpartners.net
Employees
17
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4 roles

Mark Rich, Cfa, Cfp® work experience

A career timeline built from the work history available for this profile.

Director Of Investments

Current
Procyon Partners

Shelton, Connecticut

  • Procyon Partners is an independent, employee-owned financial advisory firm founded with a dual focus on:
  • Assisting individuals, families, and business owners to effectively fulfill their dreams through sensible financial planning, investment, and risk management.
  • Helping institutions prudently manage the retirement plans, endowments, foundations, and senior living portfolios under their stewardship.As fiduciary investment advisors, we enhance the value we deliver to our clients.
Jan 2023 - Present

Sales Associate

Follett Higher Education Group

Customer Service, Opening and Closing the store, Counting and Balancing the Safe, Directing Staff Activity

Dec 2013 - May 2017

Portfolio Manager - Healthcare Sector

Archway Investment Fund

The Archway Investment Fund is a student managed fund with total assets of over $1,200,000. I was a portfolio manager in the Healthcare Sector, and served on the executive board as the head of the Macroeconomic Committee.

Jan 2016 - Dec 2016
Team & coworkers

Colleagues at Procyon Partners

Other employees you can reach at procyonpartners.net. View company contacts for 17 employees →

TG Tom Gahan Tom Gahan Colleague at Procyon Partners Shelton, Connecticut, United States, United States View → CS Christopher Sneed Christopher Sneed Colleague at Procyon Partners New York City Metropolitan Area, United States View → LA Lisa Allen Lisa Allen Colleague at Procyon Partners Orange, Connecticut, United States, United States View → RJ Robert Jensen Robert Jensen Colleague at Procyon Partners New York City Metropolitan Area, United States View → RJ Richard J. Appaluccio Richard J. Appaluccio Colleague at Procyon Partners Little Falls, New Jersey, United States, United States View → JD James Diver, Cfp® James Diver, Cfp® Colleague at Procyon Partners New York, New York, United States, United States View → JM John Marchisotta John Marchisotta Colleague at Procyon Partners Melville, New York, United States, United States View → DL Dan Limmer Dan Limmer Colleague at Procyon Partners Boynton Beach, Florida, United States, United States View → DN Deirdre Nealon Deirdre Nealon Colleague at Procyon Partners Shelton, Connecticut, United States, United States View → CC Candice Cole Candice Cole Colleague at Procyon Partners New York City Metropolitan Area, United States View →
1 education record

Mark Rich, Cfa, Cfp® education

FAQ

Frequently asked questions about Mark Rich, Cfa, Cfp®

Quick answers generated from the profile data available on this page.

What company does Mark Rich, Cfa, Cfp® work for?

Mark Rich, Cfa, Cfp® works for Procyon Partners.

What is Mark Rich, Cfa, Cfp®'s role at Procyon Partners?

Mark Rich, Cfa, Cfp® is listed as Director of Investments at Procyon Partners at Procyon Partners.

Where is Mark Rich, Cfa, Cfp® based?

Mark Rich, Cfa, Cfp® is based in Shelton, Connecticut, United States while working with Procyon Partners.

What companies has Mark Rich, Cfa, Cfp® worked for?

Mark Rich, Cfa, Cfp® has worked for Procyon Partners, Follett Higher Education Group, and Archway Investment Fund.

Who are Mark Rich, Cfa, Cfp®'s colleagues at Procyon Partners?

Mark Rich, Cfa, Cfp®'s colleagues at Procyon Partners include Tom Gahan, Christopher Sneed, Lisa Allen, Robert Jensen, and Richard J. Appaluccio.

How can I contact Mark Rich, Cfa, Cfp®?

You can use AeroLeads to view verified contact signals for Mark Rich, Cfa, Cfp® at Procyon Partners, including work email, phone, and LinkedIn data when available.

What schools did Mark Rich, Cfa, Cfp® attend?

Mark Rich, Cfa, Cfp® holds Finance, Economics from Bryant University.

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