Matthew Harrison Wosk
Chief Executive Officer at Proficio Capital Partners LLC
Network origin in Matthew Harrison Wosk first degree
Entity | Entity type | Industry | |
---|---|---|---|
Proficio Capital Partners LLC
Proficio Capital Partners LLC Investment ManagersFinance Proficio Capital Partners LLC (Proficio) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newton, Massachusetts. The firm was founded by Matthew Wosk and Robert Haber in 2014. Proficio provides discretionary investment advisory services to high-net-worth individuals and their families and to the advisor of privately placed, insurance dedicated, funds that only market to high-net worth clients. The firm also provides advice as a sub-adviser to a Canadian investment adviser as an unregistered foreign adviser in Ontario.
5
| Private Company | Investment Managers | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Matthew Harrison Wosk via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Portfolio Manager-Equities | |
PlatformQ LLC
PlatformQ LLC Miscellaneous Commercial ServicesCommercial Services PlatformQ LLC produces virtual events, conferences, and tradeshows. It offers live streaming video, peer networks, and user generated content. The company was founded by Robert Rosenbloom and Hal Garnick and is headquartered in Needham, MA. | Miscellaneous Commercial Services | Director/Board Member | |
Bucknell University | College/University | Undergraduate Degree | |
Northeastern University
Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree | |
The Isenberg School of Management | College/University | Undergraduate Degree | |
Yeshiva University | College/University | Undergraduate Degree | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin | |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Institutional Sales | |
Crosby Investments, Inc.
Crosby Investments, Inc. Investment ManagersFinance Crosby Investments, Inc. provides financial planning and investment advice. The private company is based in Dubuque, IA. | Investment Managers | Consultant / Advisor | |
Renew Energy Partners LLC
Renew Energy Partners LLC Financial ConglomeratesFinance Renew Energy Partners LLC provides energy finance solutions to commercial, industrial and institutional enterprises. It offers RENEW Energy Services Agreement, RENEW Power Purchase Agreement, RENEW Property-Assessed Clean Energy Agreement, and RENEW Efficiency Lease. The company is headquartered in Boston, MA. | Financial Conglomerates | Director/Board Member | |
Tufts University | College/University | Graduate Degree | |
Massachusetts Clean Energy Center
Massachusetts Clean Energy Center Investment ManagersFinance Massachusetts Clean Energy Center (Massachusetts Clean Energy Center) is a venture capital firm founded in 2009. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Director/Board Member | |
Canoe Financial LP
Canoe Financial LP Investment ManagersFinance Canoe Financial LP (Canoe) is an independent, Canadian mutual fund manager headquartered in Calgary, Alberta. The firm was founded by Michael Chernoff in 2008. Canoe offers a variety of mutual fund and closed-end investment products that are designed to build wealth for Canadian investors. | Investment Managers | Portfolio Manager-Equities | |
Harvard Business School | College/University | Masters Business Admin | |
McKinsey & Co., Inc.
McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Consultant / Advisor | |
Fidelity Investments Canada ULC
Fidelity Investments Canada ULC Investment ManagersFinance Fidelity Investments Canada ULC (FIC) is a Canadian investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of FIC Holdings ULC and their ultimate parent is 483A Bay Street Holdings LP in Bermuda. Founded in 1987, Fidelity Investments Canada provides Canadian investors a full range of domestic, international and global equity and income-oriented mutual funds, as well as asset allocation, managed solutions, ETFs, sustainable investment funds and a high-net-worth program. | Investment Managers | Corporate Officer/Principal | |
Boston Celtics, Inc.
Boston Celtics, Inc. Movies/EntertainmentConsumer Services Boston Celtics, Inc. engages in the operatin of professional basketball franchise. It offers match tickets and jerseys, apparel, shoes, headwear, electronics, digital versatile discs, and books through its website. The firm supports educational foundations and manages dance teams. The company was founded in 1946 and is headquartered in Boston, MA. | Movies/Entertainment | Director/Board Member | |
DBX Advisors LLC
DBX Advisors LLC Investment ManagersFinance DBX Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2010 and is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (NYSE: DB, ETR: DBK). DBX Advisors manages Xtrackers ETFs on behalf of individual and institutional clients. | Investment Managers | Corporate Officer/Principal |
Statistics
International
United States | 20 |
Canada | 3 |
Sectoral
Finance | 11 |
Consumer Services | 9 |
Commercial Services | 3 |
Energy Minerals | 2 |
Operational
Corporate Officer/Principal | 5 |
Undergraduate Degree | 5 |
Portfolio Manager-Equities | 4 |
Director/Board Member | 4 |
Investment Committee Member | 2 |
Most connected contacts
Insiders | |
---|---|
Bob Haber | 14 |
Sheldon Hanau | 5 |
Gerg Burke | 3 |
Reed Malas | 3 |
Andy Wester | 2 |
- Stock Market
- Insiders
- Matthew Harrison Wosk
- Company connections