Matthew Harrison Wosk
Directeur Général chez 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.
Postes actifs de Matthew Harrison Wosk
| Sociétés | Poste | Début |
|---|---|---|
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. | Directeur Général | 06/08/2014 |
Formation de Matthew Harrison Wosk
| Harvard Business School | Masters Business Admin |
| University of Western Ontario | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |
