Procyon Partners Supercharges Investment Team with Massimo Santicchia and Katherine Gallagher

Proven Investment Duo Brings Risk-Smart Strategies to Fuel Firm’s Next Phase of Growth

Procyon Partners is making a bold move to elevate its investment capabilities with the addition of Massimo Santicchia as Senior Vice President, Head of U.S. Equities, and Katherine Gallagher as Senior Vice President, Senior Portfolio Manager. More than top-tier hires, Santicchia and Gallagher are an investment team that has been developing innovative portfolio strategies and delivering strong results for clients since 2012.

“We’re not just adding talent, we’re adding a team with a track record of success,” said Phil Fiore, CEO and Co-Founder of Procyon Partners. “Massimo and Katherine bring a dynamic partnership that blends deep quantitative expertise with real-world investment acumen. Their experience, expertise, and collaborative approach are primed to take our research and portfolio strategies to higher ground.”

Katherine Gallagher

Katherine Gallagher specializes in multi-asset investing, asset allocation, and manager selection, with 20 years of experience managing ETFs, mutual funds, and proprietary equity strategies. She was named "Manager of the Decade" by PSN Informa four years in a row, most recently in 2024.

“Procyon is positioned to deliver institutional-quality portfolio management to a broader client base,” said Gallagher. “I’m excited to enhance our research capabilities and build sophisticated investment solutions tailored to the specific needs of our clients.”

Massimo Santicchia

Massimo Santicchia has over 30 years of experience in quantitative investing, portfolio construction, and factor-based research. He has developed investment strategies across mutual funds, unit investment trusts (UITs), and separately managed accounts (SMAs) and was recognized by PSN Informa as "Manager of the Decade" for four consecutive years, including 2024.

“Our strong track record across various equity styles reflects our disciplined and systematic investment process developed over more than 20 years of research. These strategies are now available to both Procyon’s advisors and their clients and on several external platforms,” said Santicchia. “I look forward to developing innovative equity strategies that drive performance while managing risk in meaningful ways.”

Procyon is part of the Dynasty Financial Partners Network, leveraging Dynasty’s technology, investment platform, and business solutions to enhance its advisory services.

“Procyon continues to attract top-tier talent, and Massimo and Katherine will be key drivers of the firm’s growth,” said Gordon Ross, Chief Client Officer, Dynasty Financial Partners. “Their expertise strengthens Procyon’s capabilities and deepens the firm’s value to its clients. Procyon has shown a tremendous track record of expanding both geographically, but also expanding the range of services and expertise they provide to clients.”

About Procyon Partners

Procyon Partners is an independent registered investment advisor managing over $8.0 billion in client assets, with offices in Connecticut, New York City, Long Island, Tennessee, and Maryland. The firm specializes in institutional retirement consulting and private wealth management, helping clients design, manage, and optimize their financial strategies.

For more information, visit http://www.procyonpartners.net/

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