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Matthew Harrison Wosk
Chief Executive Officer at Proficio Capital Partners LLC
Profile
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.
Matthew Harrison Wosk active positions
Companies | Position | Start |
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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. | Chief Executive Officer | 06/08/2014 |
Training of Matthew Harrison Wosk
Harvard Business School | Masters Business Admin |
University of Western Ontario | Undergraduate Degree |
Experiences
Positions held
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Listed companies
Private companies
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1st degree connections
1st degree companies
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Linked companies
Private companies | 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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