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.
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.
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.
Bob Haber, CFA
Founder, Partner, & Chief Investment Officer
Partner and Chief Operating Officer
Lauren Maughan Denklau
Chief Administration Officer & Head of Investor Relations
Founder, Partner & Chief Executive Officer (CEO)
Chief Strategy Officer