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Matthew Harrison Wosk
Algemeen Directeur bij Proficio Capital Partners LLC
Actieve functies van Matthew Harrison Wosk
Bedrijven | Functie | Begin | Einde |
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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. | Algemeen Directeur | 06-08-2014 | - |
Oprichter | 06-08-2014 | - |
Loopbaan van Matthew Harrison Wosk
Opleiding van Matthew Harrison Wosk
Harvard Business School | Masters Business Admin |
University of Western Ontario | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 3 |
Canada | 2 |
Operationeel
Chief Executive Officer | 1 |
Founder | 1 |
Masters Business Admin | 1 |
Sectoraal
Consumer Services | 3 |
Finance | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 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 |