Proficio Capital Partners LLC
Legal Name: PROFICIO CAPITAL PARTNERS LLC
Full Contact Details
Proficio Capital Partners LLC
300 WASHINGTON STREET STE 601, ONE GATEWAY CENTER, NEWTON, MA
617-340-8425
Other Info
Proficio Capital Partners LLC is a Limited Liability Company based in Delaware that employs 10 people, 6 of which are in advisory roles. While it is unknown how many clients the firm serves, its SEC status was last approved on July 31, 2015.
Proficio Capital Partners, LLC - Proficio Capital Partners
About Us People Executive Team Matthew Wosk Bob Haber, CFA Justin Sussman Lauren Maughan Denklau Sheldon Hanau Portfolio Management & Research Andy Wester, CFA Gregory Burke, CFA Reed Malas Onnie Mayshak Zander Keough Client Service Madeline Branka Meghan Laramie Michelle Aronson Legal Peter Kronber…
Direct Owners
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JUSTIN THOMPSON SUSSMAN
CHIEF OPERATING OFFICER/PARTNER owns less than 5%
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KATZ FAMILY 2015 TRUST
MEMBER CLASS C SHARES owns more than 10% but less than 25%
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MATTHEW HARRISON WOSK
MANAGING MEMBER owns more than 50% but less than 75%
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PETER WALTER KRONBERG
GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER owns less than 5%
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ROBERT J HABER
MANAGING MEMBER owns more than 10% but less than 25%
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SHELDON HANAU
CHIEF STRATEGY OFFICER owns less than 5%
Firms Located Nearby
News
Top Holdings
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