Proficio Capital Partners Overview

  • Service
  • Other Service Provider Type

  • Founded
  • 2014

  • Employees
  • 7


Proficio Capital Partners General Information


Proficio Capital Partners was established in 2014 and is headquartered in Newton, Massachusetts. Proficio 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.

Contact Information

Year Founded
Service Provider Type
Other Service Provider Type
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 (9)

Name Title Deals Office Contact
Matthew Wosk Co-Founder, Partner & Chief Executive Officer 0 Newton, MA
Justin Sussman Partner, Portfolio Manager & Chief Operating Officer Newton, MA
Sheldon Hanau Chief Strategy Officer & Partner Newton, MA
Onnie Mayshak Managing Director, Portfolio Management and Private Investments Newton, MA
Lauren Denklau Partner, Head of Investor Relations & Chief Administrative Officer Newton, MA
You’re viewing 5 of 9 team members. Get the full list »