Golden
Proficio Capital Partners

Proficio Capital Partners

Investment management firm offering investment management, financial/family/estate planning, risk management, family governance, administrative, and reporting services

Proficio Capital Partners is a Boston-based investment management firm offering investment management, financial/family/estate planning, risk management, family governance, administrative, and reporting services. Bob Haber and Matthew Wosk co-founded the company in 2014. It provides its management services for both liquid and illiquid financial assets. The company has direct investments in companies involved in digital printing, cold storage, green energy, mineral rights, dry bulk shipping, sports agency, and parking garages. Proficio was named among the top 300 registered investment advisers in 2018 and 2019 by Financial Times.

Timeline

June 27, 2019

Proficio is among the top 300 investment management companies selected by Financial Times in 2019

The final FT 300 represents an impressive cohort of elite RIA firms, as the "average" practice in this year's list has been in existence for over 22 years and manages $4.6 billion in assets.

June 28, 2018

Proficio is among the top 300 investment management companies selected by Financial Times in 2018

The final FT 300 represents an impressive cohort of elite RIA firms, as the "average" practice in this year's list has been in existence for over 22 years and manages $4 billion in assets.

Funded Companies

1 Result
Company
Company
Website
Website
Industry
Industry
Location
Location

People

Name
Role
LinkedIn

Bob Haber, CFA

Founder, Partner, & Chief Investment Officer

Justin Sussman

Partner and Chief Operating Officer

Lauren Maughan Denklau

Chief Administration Officer & Head of Investor Relations

Matthew Wosk

Founder, Partner & Chief Executive Officer (CEO)

Sheldon Hanau

Chief Strategy Officer

Further reading

Title
Author
Link
Type
Date









Documentaries, videos and podcasts

Title
Date
Link





Companies

Company
CEO
Location
Products/Services









References