Proficio Capital Partners Overview

  • Service
  • Limited Partner Consultant
  • Founded
  • 2014
Founded
  • Employees
  • 7
Employees

Proficio Capital Partners General Information

Description

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.

Contact Information

Year Founded
2014
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

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Proficio Capital Partners Team (8)

Name Title Deals Office Contact
Info
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
You’re viewing 5 of 8 team members. Get the full list »