Proficio Capital Partners, LLC Employee Directory

Q: What is Proficio Capital Partners, LLC known for?

Proficio Capital Partners, LLC was founded in 2014. Proficio Capital Partners, LLC operates in the Financial Services industry.

Financial ServicesMassachusetts, United States11-50 Employees

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.

Find Proficio Capital Partners, LLC employees' phone numbers or email addresses

Proficio Capital Partners, LLC Global Highlights

North America
28

United States Of America
28

Asia
2

India
2

Proficio Capital Partners, LLC's Leadership

M. W.
Ceo/Partner
Mobile Phone
Email
B. H.
Cio And Partner
Mobile Phone
Email
J. S.
Coo/Partner
Mobile Phone
Email
K. C. H.
Chief Financial Officer
Mobile Phone
Email
L. M. D.
Chief Administrative Officer (cao) / Partner
Mobile Phone
Email
P. K.
Chief Compliance Officer & General Counsel
Mobile Phone
Email
S. H.
Chief Strategy Officer- Partner
Mobile Phone
Email
O. M.
Partner, Portfolio Management And Private Markets
Mobile Phone
Email

Proficio Capital Partners, LLC Employee Metrics

100%

50%

0%

2026

2025

Finance
Business
Banking
Legal
Accounting
Other

Contact profiles from Proficio Capital Partners, LLC

Name

Title

Contact Info

Location

Last Update

M. W.
Ceo/Partner
Mobile Phone
Email
United StatesMassachusetts
Feb 08, 2026
O. M.
Partner, Portfolio Management And Private Markets
Mobile Phone
Email
United StatesMassachusetts
Jan 22, 2025
B. H.
Cio And Partner
Mobile Phone
Email
United StatesMassachusetts
Jan 30, 2026
J. S.
Coo/Partner
Mobile Phone
Email
United StatesMassachusetts
Jul 23, 2024
G. B.
Partner | Portfolio Manager, Research Analyst
Mobile Phone
Email
United StatesMassachusetts
Nov 10, 2025
K. C. H.
Chief Financial Officer
Mobile Phone
Email
United StatesMassachusetts
Jan 30, 2026
L. M. D.
Chief Administrative Officer (cao) / Partner
Mobile Phone
Email
United StatesMassachusetts
Mar 26, 2024
P. K.
Chief Compliance Officer & General Counsel
Mobile Phone
Email
United StatesMassachusetts
Jan 27, 2026
S. H.
Chief Strategy Officer- Partner
Mobile Phone
Email
United StatesMassachusetts
Nov 10, 2025
R. B.
Managing Partner - Florida
Mobile Phone
Email
United StatesMassachusetts
Jan 15, 2026

Frequently Asked Questions

What is Proficio Capital Partners, LLC known for?

Proficio Capital Partners, LLC was founded in 2014 operates in the Financial Services industry. The company's main headquarters is located in 300 Washington Street Suite 601 Newton, Massachusetts 02458 United States; you can contact the main corporate office by phone at

+1-617-340-****

. Explore Proficio Capital Partners, LLC's company overview page for more information.

What is Proficio Capital Partners, LLC's most common email format?

Proficio Capital Partners, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Proficio Capital Partners, LLC email formats with LeadIQ.

How many employees does Proficio Capital Partners, LLC have currently?

Proficio Capital Partners, LLC has approximately 26 employees as of February 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Proficio Capital Partners, LLC's key employees and leadership?

As of February 2026, Proficio Capital Partners, LLC's key employees include:

Ceo/Partner: M. W.
Cio And Partner: B. H.
Coo/Partner: J. S.
Chief Financial Officer: K. C. H.
Chief Administrative Officer (cao) / Partner: L. M. D.

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