At the heart of the AI revolution lies the crucial element of required computing power. Read my latest Forbes article to understand why I believe natural gas is the optimal and most cost-effective solution to meet the future demands of this new technology.
Proficio Capital Partners, LLC
Financial Services
Newton, Massachusetts 5,249 followers
About us
Proficio Capital Partners is a multi-family office located in Newton, Massachusetts founded in 2014. Utilizing our institutional backgrounds and experience in financial markets, the Firm builds bespoke portfolios to deliver a comprehensive, integrated, and dynamic plan for our families’ complete financial affairs. This includes investment management, wealth transfer strategies through estate planning and philanthropic initiatives, proactive tax and multi-generational planning, asset servicing, risk management, and implementation of family governance.
- Website
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http://www.proficiocap.com
External link for Proficio Capital Partners, LLC
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Newton, Massachusetts
- Type
- Partnership
- Founded
- 2014
- Specialties
- Proactive and Objective Financial advice, Clearinghouse for financial, investment, tax, and estate planning ideas, Negotiated cost-savings with other financial providers, and Select Private Placement access in domestic entrepreneurial businesses
Locations
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Primary
Get directions
One Gateway Center
300 Washington St - Suite 601
Newton, Massachusetts 02458, US
Employees at Proficio Capital Partners, LLC
Updates
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Proficio Capital Partners, LLC reposted this
Thank you to The George Washington University for having me speak today at The George Washington University School of Business to the Finance 360 class. Loved hearing so many thoughtful questions from students on family offices, investing, and career paths. Special thanks to Sarah Lee for organizing! Also very cool having my son Jack Wosk join the group!
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🎉 Exciting News at Proficio Capital Partners, LLC Capital Partners! 🚀 We are thrilled to announce the well-deserved promotions within our leadership team: 🌟 Onnie Mayshak - Promoted to Partner Onnie's exceptional dedication and strategic insights have significantly contributed to our success. His promotion reflects his unwavering commitment to excellence. 🌟 Gregory Burke, CFA - Promoted to Partner Greg's outstanding leadership and innovative approach have played a pivotal role in advancing our goals. His promotion signifies the value he brings to our team. 🌟 Katie (Chines) Herr, CPA - Promoted to CFO Katie's financial expertise and dedication make her the perfect fit for the role of Chief Financial Officer. Her strategic vision will undoubtedly drive our financial success. Congratulations to Onnie, Greg, and Katie! 🎊👏 #ProficioTeam #LeadershipPromotions #SuccessJourneydJustin SussmanLauren Maughan DenklauBob HaberSheldon HanauRichard Blond
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Happy New Year! As we step into 2024, we want to take a moment to reflect on this incredible journey we have had this past year. 2023 was a year filled with challenges, opportunities, and memorable achievements, and none of it would have been possible without our wonderful clients and amazing people that make up Proficio Capital Partners, LLC ! Can't wait to see what 2024 brings! Matthew Wosk Bob Haber Justin Sussman Sheldon Hanau Lauren Maughan Denklau Gregory Burke, CFA Onnie Mayshak Andy Wester, CFA Reed Malas Zander Keough Jack Feda Madeline Branka Meghan Laramie Peter Kronberg Katie (Chines) Herr, CPA Michelle Aronson Richard Blond
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Thank you team Winged Keel Group for inviting me to moderate a panel at your annual family office conference this week. Great to see so many friends, investors, and thoughtful allocators in one room. Special thanks to the panelists in my group Andrew Laurino, Jarett Banks, Chris Evison, and Jon Ledecky. Michael Mingolelli, Jr., JD Matthew H. PhillipsEric Naison-Phillips Jeri Turley Brady Knight Proficio Capital Partners, LLC
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If you are in the western suburbs of Boston this weekend.....please stop by the opening of OAK N' BARREL a new high end liquor store on 1255 Center Street, Newton. The owner Arpit Patel has been a huge supporter of charities over the years. For the opening weekend, all proceeds from the locker box in the store will go to the Doug Flutie, Jr. Foundation for Autism, Inc. scholarship fund for neuro diverse athletes Inclusive Fitness. So please consider stopping by, check out the store, purchase some unique high end bottles of alcohol, and support an amazing cause at the same time!
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Keeping your eyes peeled for these rarely-seen macroeconomic birds – the bear steepeners – and risk managing them is a key part of smooth-ride investing. Read more about it in our CIO Bob Haber’s latest @forbes column: https://lnkd.in/gjGQyiJp
Another Rare Macroeconomic Bird Sighted? The Dreaded Bear Steepener
forbes.com
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Stocks see blue skies while the bond market, predicts heartache for the economy around the next bend. Both could be befuddled by Bidenomics. See what @Proficiocap’s CIO Bob Haber has to say about it in his latest @Forbes column: https://bit.ly/45hUWfB
The Stock Market Loves Bidenomics (So Far)
forbes.com
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Proficio Capital Partners, LLC is hiring a Junior Research Analyst for our Research Team. The ideal candidate will have 1-2 years of sell/buyside experience (e.g., investment banking, research analyst, fund analyst). Please share with your networks and send applicable candidate resumes to hiring@proficiocap.com !
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Proficio Capital Partners, LLC is hiring a Private Fund Analyst for our Research team. Candidates must have 3-5 years of experience from an industry consultant, capital introduction or relevant buyside firm. Please share with your networks and send applicable candidate resumes to hiring@proficiocap.com !