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