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Proficio Capital Partners Overview
Type
Multi Family Office
Year Founded
2014
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
Website:
https://proficiocap.com/
Year Founded:
2014
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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