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Proficio Capital Partners

Proficio Capital Partners

Proficio Capital Partners is a manager of both liquid and illiquid financial assets operating under the direct oversight of family trustees or administrators. The firm provides services in the areas of financial planning, investment management, risk management, estate and tax planning and administrative services and reporting. Proficio Capital Partners was established in 2014 and is headquartered in Newton, Massachusetts.

Year Founded
Service Provider Type
LP Consultants
Primary Office
  • 300 Washington Street
  • Suite 601
  • Newton, MA 02458
  • United States

+1 (617) 000-0000
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Proficio Capital Partners Investment Preferences

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Proficio Capital Partners Team (8)

Name Title Deals Office Contact
Matthew Wosk Co-Founder, Partner & Chief Executive Officer Newton, MA
Justin Sussman Partner & Chief Operating Officer Newton, MA
Sheldon Hanau Chief Strategy Officer Newton, MA
Peter Kronberg JD Chief Compliance Officer & General Counsel Newton, MA
Bob Haber Founder, Partner & Chief Investment Officer 0 Newton, MA
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