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Matthew Harrison Wosk
Director Ejecutivo en Proficio Capital Partners LLC .
Cargos activos de Matthew Harrison Wosk
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. | Director Ejecutivo | 06/08/2014 | - |
Fundador | 06/08/2014 | - |
Historial de carrera de Matthew Harrison Wosk
Formación de Matthew Harrison Wosk.
Harvard Business School | Masters Business Admin |
University of Western Ontario | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 3 |
Canadá | 2 |
Operativa
Chief Executive Officer | 1 |
Founder | 1 |
Masters Business Admin | 1 |
Sectorial
Consumer Services | 3 |
Finance | 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 |