Matthew Harrison Wosk
Vorstandsvorsitzender bei Proficio Capital Partners LLC
Aktive Positionen von Matthew Harrison Wosk
Unternehmen | Position | Beginn | Ende |
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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 | - |
Gründer | 06.08.2014 | - |
Karriereverlauf von Matthew Harrison Wosk
Ausbildung von Matthew Harrison Wosk
Harvard Business School | Masters Business Admin |
University of Western Ontario | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 3 |
Kanada | 2 |
Operativ
Chief Executive Officer | 1 |
Founder | 1 |
Masters Business Admin | 1 |
Sektoral
Consumer Services | 3 |
Finance | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
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 |
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