Proficio Capital Partners

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Proficio Capital Partners Overview

Type
Multi Family Office
Year Founded

General Information

Proficio Capital Partners is a multi-family office headquartered in Newton. Founded in 2014, its wealth originates from the investment-management success of founders Bob Haber, a former Fidelity fund manager, and Matthew Wosk, a former Credit Suisse and Goldman Sachs banker . The office oversees both liquid and illiquid assets for multiple affluent families, providing tax-efficient portfolio construction, estate planning, and governance support—delivers integrated wealth-preservation strategies.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
Newton, MA, United States

Portfolio & Notable Allocations

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