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Andy Wester
Analyst-Equity en Proficio Capital Partners LLC .
Cargos activos de Andy Wester
Empresas | Cargo | Inicio | 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. | Analyst-Equity | 01/12/2014 | - |
Miembro del Comité de Inversión | 01/12/2014 | - |
Historial de carrera de Andy Wester
Formación de Andy Wester.
The Isenberg School of Management | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 3 |
Operativa
Analyst-Equity | 1 |
Investment Committee Member | 1 |
Undergraduate Degree | 1 |
Sectorial
Finance | 2 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 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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