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Proficio Capital Partners

Proficio Capital Partners

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About Proficio Capital Partners

  • Portfolio Management & Research Andy Wester, CFA Gregory Burke, CFA Reed Malas Onnie Mayshak Zander Keough
  • Client Service Madeline Branka Meghan Laramie Michelle Aronson
  • Finance David Goodman, CPA Katie Herr, CPA

A sophisticated institutional framework to the family office in which Proficio Partners invest alongside our family investors 100% of the time with the same terms

Our philosophy is to focus on wealth preservation and after-tax, after-fee, risk-adjusted returns Our goal at Proficio is to build true long-standing partnerships with our families through active, personalized and dynamic service to meet the unique needs of each of our families

Founder, Partner, & Chief Executive Officer Founder, Partner, & Chief Investment Officer Partner & Chief Operating Officer Partner & Chief Strategy Officer Partner & Chief Administrative Officer

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