Matthew Harrison Wosk

Director Ejecutivo en Proficio Capital Partners LLC .

Consumer Services

Finance

Perfil

Mr. Matthew H.
Wosk is a Founder, Partner & Chief Executive Officer at Proficio Capital Partners LLC.
He serves on the firm’s investment committee where he splits his time on both public and private investment solutions.
In addition, he serves as the main point of contact for many of Proficio’s largest client families, providing them with guidance on complex financial issues and opportunities.
He received his undergraduate degree from the University of Western Ontario and an MBA from Harvard Business School.

Cargos activos de Matthew Harrison Wosk

Empresas	Cargo	Inicio
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.	Director Ejecutivo	06/08/2014

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Formación de Matthew Harrison Wosk.

Harvard Business School	Masters Business Admin
University of Western Ontario	Undergraduate Degree

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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