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Matthew Harrison Wosk
Vorstandsvorsitzender bei Proficio Capital Partners LLC
Profil
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.
Aktive Positionen von Matthew Harrison Wosk
Unternehmen | Position | Beginn |
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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. | Vorstandsvorsitzender | 06.08.2014 |
Ausbildung von Matthew Harrison Wosk
University of Western Ontario | Undergraduate Degree |
Harvard Business School | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 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 |