Onnie Mayshak Email

Managing Director, Portfolio Management and Private Markets . Proficio Capital Partners

Current Roles

Employees:
23
Revenue:
$3.4M
About
Proficio Capital Partners, LLC is a MFO (Multi-Family Office), in which they serve as a high-touch manager of both liquid and illiquid financial assets operating with high transparency to family trustees or administrators. We follow a service delivery model holding ourselves out as an objective provider of advice that places the interests of our clients first. Looking through a "triple net" lens of FEES, INFLATION, and TAXES, Proficio will provide highly personalized investment services for tax efficient investing and wealth preservation for families. Proficio Capital Partners was founded in 2014 by Matthew Wosk (previously at Credit Suisse and Goldman Sachs) and Bob Haber (Previously at Haber Trilix Advisors and Fidelity).
Proficio Capital Partners Address
One Gateway Center
Newton, MA
United States
Proficio Capital Partners Email
Proficio Capital Partners Phone Numbers
617-340-8425

Past Companies

Proficio Capital Partners, LLCManaging Director, Portfolio Management and Private Markets
Landmark PartnersVice President
Brookwood Financial Partners, LLCSenior Vice President, Institutional Sales and Investor Relations

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