Proficio Capital Partners Announces New Hire and Partnership

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Proficio Capital Partners expands its team with the addition of its new Chief Strategy Officer Sheldon Hanau and Karen Halliday who will continue to grow Proficio’s insurance dedicated fund (IDF) business

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Sheldon Hanau will work with our current and prospective clients to develop plans to address their specific investment needs in support of the high touch service that differentiates Proficio in the marketplace.

Proficio Capital Partners, a multi-family office serving as a high touch manager of both liquid and illiquid financial assets, today announced the expansion of its team with the addition of Sheldon Hanau who joins in the new role of Chief Strategy Officer. In addition, Proficio will be partnering with Karen Halliday who will represent the firm with their Insurance Dedicated Fund (IDF) business.

Sheldon Hanau joins Proficio from Wellington Management where he was the Director of Industry Research for the Americas. He brings with him a vast range of knowledge and experience having overseen investment groups focused on providing global industry analysis, research and investment recommendations for portfolio managers. During his time at Wellington he was a member of the Private Equity Oversight Committee, the Equity Review Group, the Trading Policy Review Group, Fund Approval and Closure Committee and the firm’s Diversity Committee where he was instrumental in attracting and developing the firm’s talent.

Prior to Wellington, Mr. Hanau spent 20 years at Credit Suisse with his last position as Head of Distribution and Sales for US Equity Research. Mr. Hanau earned his MBA from Harvard Business School and his BA in chemistry from Yeshiva University. He also serves as a member of the Board of Trustees for Gann Academy.

“Sheldon adds another dimension of client and product expertise to our firm” said Matthew Wosk, Proficio Founder and Chief Executive Officer. “He will work with our current and prospective clients to develop bespoke plans to address their specific investment needs in support of the high touch service that differentiates Proficio in the marketplace. He will also serve as a member of our Risk and Investment Committees.”

Additionally, Proficio is partnering with Karen Halliday and The Leaders Group, to expand relationships with insurance brokers and familiarize them with the strategy and performance of Proficio’s Insurance Dedicated Fund (IDF). The strategic partnership is intended to share market and investment insights with brokers and their clients and to support insurance brokers’ private placement marketing efforts.

“In an anticipated environment of rising taxes on the wealthy, IDFs are an efficient investment tool to help families achieve the goal of preserving their wealth throughout multiple generations,” said Mr. Wosk. “Our Proficio Capital Strategic Opportunities IDF has received a very positive response in the marketplace since its 2017 launch. We are building on that momentum by expanding our sales and marketing efforts through the partnership with Ms. Halliday.”

The Proficio Capital Strategic Opportunities IDF (the “Fund”) – a series of the SALI Multi-Series Fund, LP – provides an opportunistic approach to diversification by investing in a multi-asset portfolio of both internally and externally managed investment vehicles including, but not limited to: single stocks, bonds and alternative positions, as well as commodities and precious metals, hedge funds, mutual funds, liquid alternative indices, structured products, derivatives, futures, ETFs, ETNs, CEFs and other investment vehicles. The Fund is available on Pruco Life Insurance Company, Crown Global Life Insurance, Ltd., Lombard International Life Assurance Company and Pacific Life Insurance Company platforms inside both variable annuity (PPVA) and variable life insurance (PPVUL) policies and aims to generate highly competitive risk-adjusted returns.

About Proficio Capital Partners
Proficio Capital Partners is a multi-family office located just outside Boston, Massachusetts. Founded in 2014 by Bob Haber (CIO; previously at Fidelity) and Matthew Wosk (CEO; previously at Credit Suisse and Goldman Sachs), Proficio serves as a high-touch manager of both liquid and illiquid financial assets operating with high transparency to families, trustees, and administrators. The firm follows a service delivery model holding themselves as an objective provider of advice that places the interests of their clients first with a focus on wealth preservation and after-tax, after-fee, risk adjusted returns. For more information go to: http://www.proficiocap.com .

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Donna Cox-Davies
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