Our Team

At Proficio we believe the key to a world class organization is having great people focusing on producing highly customized thoughtful solutions for our clients. Our senior leaders have world class multi disciplinary institutional pedigree with over 150 years of investment and markets experience at some of the most highly regarded wealth management and investment banking firms in the world. We pride ourselves on our client centric culture built around trust and best practices. We are 100% focused on helping our clients achieve their financial and lifestyle goals.

Executive Team