Proficio Capital Partners, Llc
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.
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Verified contacts
22
available on Kipplo
LinkedIn employees
26
11 to 50 range
Open roles
—
no listings
Distinct roles
17
indexed titles
Tech stack
2
tools in use
Monthly traffic
112
organic / mo
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Decision-makers and verified team members
22 contacts with verified email or phone · masked until revealed.
- AW
Andrew Wester
Principal · Finance & Accounting
EmailPhone - TT
Taylor Topakov
Director · General Business & Management
EmailPhone - KH
Katie Herr
Financial Controller · Finance & Accounting
EmailPhone - JF
Jack Feda
Junior Trading Analyst · Finance & Accounting
EmailPhone - VM
Veronica Murray
Senior Associate - Client Service · Customer/Client Service
EmailPhone - JS
Justin Sussman
COO Partner · Other
EmailPhone - LM
Lauren Maughan Denklau
Chief Administrative Officer (Cao) Partner · General Business & Management
EmailPhone - ML
Meghan Laramie
Executive Director, Client Service · Other
EmailPhone - OM
Onnie Mayshak
Managing Director, Portfolio Management and Private Markets · Other
EmailPhone
Showing 9 of 22 verified contacts
Top roles at Proficio Capital Partners, Llc
17 distinct titles indexed · top 10 shown.
- 2client service analyst
- 2junior research analyst
- 2research analyst
- 1, &
- 1chief administrative officer (cao) partner
- 1chief investment officer
- 1chief strategy officer- partner
- 1coo partner
- 1director
- 1executive director, client service
- +7more titles
Sign up to unlock all 22 contacts at Proficio Capital Partners, Llc
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