Katie Herr's Colleagues at Proficio Capital Partners
Katie Herr's Contact Details
HQ
617-340-8425
617-340-8425
Location
Boston, Massachusetts, United States
Boston, Massachusetts, United States
Company
Proficio Capital Partners
Proficio Capital Partners
Katie Herr's Company Details
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.
Frequently Asked Questions about Katie Herr
Katie Herr currently works for Proficio Capital Partners.
Katie Herr's role at Proficio Capital Partners is Financial Controller.
Katie Herr's email address is ***@proficiocap.com. To view Katie Herr's full email address, please signup to ConnectPlex.
Katie Herr works in the Financial Services industry.
Katie Herr's colleagues at Proficio Capital Partners are Matthew Wosk, Justin Sussman, Sheldon Hanau, Gregory Burke, Meghan Laramie, Lauren Denklau and others.
Katie Herr's phone number is 617-340-8425