PROFICIO CAPITAL PARTNERS LLC of NEWTON, MA is an SEC-registered investment adviser (CRD 269931). Regulatory assets under management: $8.2B.
Compensation: % of AUM, Fixed, Performance.
Clients served: High net worth, Pooled vehicles, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Matthew Harrison Wosk | MANAGING MEMBER | Newton, MA |
| Justin Thompson Sussman | CHIEF OPERATING OFFICER/PARTNER | NEWTON, MA |
| Peter Walter Kronberg | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | Newton, MA |
| Gregory Burke | PARTNER PORTFOLIO MANAGER | Calgary, A0 |
| Robert J Haber | CHIEF INVESTMENT OFFICER, MEMBER | — |
| Sheldon Hanau | CHIEF STRATEGY OFFICER | — |
| Lauren Elizabeth Denklau | CHIEF ADMINISTRATION OFFICER | — |
| Richard Arthur Blond | MANAGING PARTNER - FLORIDA | — |
| Kathleen Chines Herr | CHIEF FINANCIAL OFFICER | — |
| Warren Onnie Mayshak | PARTNER, PORTFOLIO MANAGEMENT | — |
| HABER ROBERT J | CHIEF INVESTMENT OFFICER, MEMBER; MANAGING MEMBER | — |
| KRONBERG PETER WALTER | GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER | — |
| WOSK MATTHEW HARRISON | MANAGING MEMBER | — |
| KATZ DANIEL | MEMBER | — |
| KATZ DAVID | MEMBER | — |
| WOSK DINA | MEMBER | — |
| KATZ SABRA | MEMBER | — |
| SUSSMAN JUSTIN THOMPSON | CHIEF OPERATING OFFICER/PARTNER | — |
| HANAU SHELDON | CHIEF STRATEGY OFFICER | — |
| DENKLAU LAUREN ELIZABETH | CHIEF ADMINISTRATION OFFICER | — |
| BLOND RICHARD ARTHUR | MANAGING PARTNER - FLORIDA | — |
| Herr Kathleen Chines | CHIEF FINANCIAL OFFICER | — |