Jacob Rothenberg is a financial advisor at Procyon with two years of industry experience. He holds Series 66 and Series 65 licenses and previously worked at Oliver LaGore VanValin Investment Group, Bank of America, and had a one-year employment gap. Procyon serves a diverse client base including individuals, high-net-worth households, trusts, businesses, institutional investors, and retirement plans. The firm offers customized investment management and advisory services, emphasizing long-term, fundamental analysis with portfolios comprising mutual funds, ETFs, equities, and fixed income, and manages a significant portion of assets on a non-discretionary basis.

Hasan Hoke is a CFP®, ChFC® with 14 years of experience in financial services. He currently works at Procyon and previously held roles at NYLIFE Securities LLC, Eagle Strategies, and New York Life Insurance Co. His background includes extensive experience with various New York Life entities. Procyon serves a diverse client base including individual and high-net-worth households, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm employs a long-term, fundamental analysis-driven investment process with a notable emphasis on managing a majority of assets on a non-discretionary basis and offers advisory services that include model-portfolio signals and retirement-plan consulting.