Matthew Harrison Wosk
Directeur Général chez Proficio Capital Partners LLC
Postes actifs de Matthew Harrison Wosk
Sociétés | Poste | Début | Fin |
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Proficio Capital Partners LLC
Proficio Capital Partners LLC Investment ManagersFinance Proficio Capital Partners LLC (Proficio) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newton, Massachusetts. The firm was founded by Matthew Wosk and Robert Haber in 2014. Proficio provides discretionary investment advisory services to high-net-worth individuals and their families and to the advisor of privately placed, insurance dedicated, funds that only market to high-net worth clients. The firm also provides advice as a sub-adviser to a Canadian investment adviser as an unregistered foreign adviser in Ontario. | Directeur Général | 06/08/2014 | - |
Fondateur | 06/08/2014 | - |
Historique de carrière de Matthew Harrison Wosk
Formation de Matthew Harrison Wosk
Harvard Business School | Masters Business Admin |
University of Western Ontario | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 3 |
Canada | 2 |
Opérationnelle
Chief Executive Officer | 1 |
Founder | 1 |
Masters Business Admin | 1 |
Sectorielle
Consumer Services | 3 |
Finance | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 1 |
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Proficio Capital Partners LLC
Proficio Capital Partners LLC Investment ManagersFinance Proficio Capital Partners LLC (Proficio) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newton, Massachusetts. The firm was founded by Matthew Wosk and Robert Haber in 2014. Proficio provides discretionary investment advisory services to high-net-worth individuals and their families and to the advisor of privately placed, insurance dedicated, funds that only market to high-net worth clients. The firm also provides advice as a sub-adviser to a Canadian investment adviser as an unregistered foreign adviser in Ontario. | Finance |
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