Justin Sussman

Role: COO Partner at Proficio Capital Partners, Llc
Location: Boston, MA, US
LinkedIn followers: 500 followers

OperationsView LinkedIn profile

Experience

COO Partner
Proficio Capital Partners, Llc
Sep 2015 — Present

Education

Bucknell University
BSBA
1999 — 2003

Skills

Bloomberg
Equity Research
Investment Banking
Alternative Investments
Hedge Funds
Capital Markets
Valuation
Business Development
Asset Management
Portfolio Management
Financial Modeling
Equities

Contact information

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Work email
•••••@proficiocap.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Proficio Capital Partners, Llc

Financial Services · 30 employees · Founded 2014 · Newton, Massachusetts, United States

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.

proficiocap.com

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Experience

COO Partner

Education

Bucknell University

Skills

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