Bob Haber
Founder at Proficio Capital Partners LLC
Profile
Mr. Robert J.
Haber, CFA MBA, is a Founder, Partner & Chief Investment Officer at Proficio Capital Partners LLC.
He was most recently the CEO and CFO of Haber Trilix Advisors.
Previously, he was the Chief Investment Officer for Fidelity Investments Canada (12 year tenure) and Head of Equities for Pyramis Global Advisors, the institutional arm of Fidelity Investments.
He was also portfolio manager of both the Fidelity Canadian Disciplined Equity Fund and the Fidelity Canadian Balanced Fund since their inception in 1998, until March 2009.
These funds each earned a prestigious Lipper Fund Award as the top-performing fund of the decade in each of their respective Lipper categories.
Before joining Fidelity, he was a management consultant at McKinsey, and a chemical and engineering analyst for Exxon Corporation.
He holds a Masters in Business Administration from Harvard Business School, a Bachelor’s and Master’s of Science in Chemical Engineering from Tufts University, and is a Chartered Financial Analyst.
Bob Haber active positions
| Companies | Position | Start |
|---|---|---|
Boston Celtics, Inc.
 Boston Celtics, Inc. Movies/EntertainmentConsumer Services Boston Celtics, Inc. engages in the operatin of professional basketball franchise. It offers match tickets and jerseys, apparel, shoes, headwear, electronics, digital versatile discs, and books through its website. The firm supports educational foundations and manages dance teams. The company was founded in 1946 and is headquartered in Boston, MA. | Director/Board Member | 2020-12-31 |
Proficio Capital Partners LLC
 Proficio Capital Partners LLC Investment ManagersFinance Proficio Capital Partners LLC (Proficio) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newton, Massachusetts. The firm was founded by Matthew Wosk and Robert Haber in 2014. Proficio provides discretionary investment advisory services to high-net-worth individuals and their families and to the advisor of privately placed, insurance dedicated, funds that only market to high-net worth clients. The firm also provides advice as a sub-adviser to a Canadian investment adviser as an unregistered foreign adviser in Ontario. | Founder | 2014-08-05 |
Massachusetts Clean Energy Center
 Massachusetts Clean Energy Center Investment ManagersFinance Massachusetts Clean Energy Center (Massachusetts Clean Energy Center) is a venture capital firm founded in 2009. The firm is headquartered in Boston, Massachusetts. | Director/Board Member | 2016-02-29 |
Renew Energy Partners LLC
 Renew Energy Partners LLC Financial ConglomeratesFinance Renew Energy Partners LLC provides energy finance solutions to commercial, industrial and institutional enterprises. It offers RENEW Energy Services Agreement, RENEW Power Purchase Agreement, RENEW Property-Assessed Clean Energy Agreement, and RENEW Efficiency Lease. The company is headquartered in Boston, MA. | Director/Board Member | 2019-07-31 |
PlatformQ LLC
 PlatformQ LLC Miscellaneous Commercial ServicesCommercial Services PlatformQ LLC produces virtual events, conferences, and tradeshows. It offers live streaming video, peer networks, and user generated content. The company was founded by Robert Rosenbloom and Hal Garnick and is headquartered in Needham, MA. | Director/Board Member | 2006-12-31 |
Former positions of Bob Haber
| Companies | Position | End |
|---|---|---|
Haber Trilix Advisors LP
 Haber Trilix Advisors LP Investment ManagersFinance Founded by Robert J. Haber in 2010, Haber Trilix Advisors LP is a registered investment advisor located in Boston. | Chief Executive Officer | - |
Crosby Investments, Inc.
 Crosby Investments, Inc. Investment ManagersFinance Crosby Investments, Inc. provides financial planning and investment advice. The private company is based in Dubuque, IA. | Consultant / Advisor | 2010-09-30 |
Fidelity Investments Canada ULC
 Fidelity Investments Canada ULC Investment ManagersFinance Fidelity Investments Canada ULC (FIC) is a Canadian investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of FIC Holdings ULC and their ultimate parent is 483A Bay Street Holdings LP in Bermuda. Founded in 1987, Fidelity Investments Canada provides Canadian investors a full range of domestic, international and global equity and income-oriented mutual funds, as well as asset allocation, managed solutions, ETFs, sustainable investment funds and a high-net-worth program. | Corporate Officer/Principal | 2009-12-30 |
Canoe Financial LP
 Canoe Financial LP Investment ManagersFinance Canoe Financial LP (Canoe) is an independent, Canadian mutual fund manager headquartered in Calgary, Alberta. The firm was founded by Michael Chernoff in 2008. Canoe offers a variety of mutual fund and closed-end investment products that are designed to build wealth for Canadian investors. | Portfolio Manager-Equities | - |
| ░░░░░ ░░░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | - |
Training of Bob Haber
| Tufts University | Graduate Degree |
| Harvard Business School | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 12 |
|---|---|
| Exxon Corp. | Energy Minerals |
Fidelity Investments Canada ULC
Fidelity Investments Canada ULC Investment ManagersFinance Fidelity Investments Canada ULC (FIC) is a Canadian investment advisor headquartered in Toronto, Ontario. The firm is a subsidiary of FIC Holdings ULC and their ultimate parent is 483A Bay Street Holdings LP in Bermuda. Founded in 1987, Fidelity Investments Canada provides Canadian investors a full range of domestic, international and global equity and income-oriented mutual funds, as well as asset allocation, managed solutions, ETFs, sustainable investment funds and a high-net-worth program. | Finance |
PlatformQ LLC
PlatformQ LLC Miscellaneous Commercial ServicesCommercial Services PlatformQ LLC produces virtual events, conferences, and tradeshows. It offers live streaming video, peer networks, and user generated content. The company was founded by Robert Rosenbloom and Hal Garnick and is headquartered in Needham, MA. | Commercial Services |
Haber Trilix Advisors LP
Haber Trilix Advisors LP Investment ManagersFinance Founded by Robert J. Haber in 2010, Haber Trilix Advisors LP is a registered investment advisor located in Boston. | Finance |
Renew Energy Partners LLC
Renew Energy Partners LLC Financial ConglomeratesFinance Renew Energy Partners LLC provides energy finance solutions to commercial, industrial and institutional enterprises. It offers RENEW Energy Services Agreement, RENEW Power Purchase Agreement, RENEW Property-Assessed Clean Energy Agreement, and RENEW Efficiency Lease. The company is headquartered in Boston, MA. | Finance |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Commercial Services |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Finance |
Boston Celtics, Inc.
Boston Celtics, Inc. Movies/EntertainmentConsumer Services Boston Celtics, Inc. engages in the operatin of professional basketball franchise. It offers match tickets and jerseys, apparel, shoes, headwear, electronics, digital versatile discs, and books through its website. The firm supports educational foundations and manages dance teams. The company was founded in 1946 and is headquartered in Boston, MA. | Consumer Services |
Canoe Financial LP
Canoe Financial LP Investment ManagersFinance Canoe Financial LP (Canoe) is an independent, Canadian mutual fund manager headquartered in Calgary, Alberta. The firm was founded by Michael Chernoff in 2008. Canoe offers a variety of mutual fund and closed-end investment products that are designed to build wealth for Canadian investors. | Finance |
Massachusetts Clean Energy Center
Massachusetts Clean Energy Center Investment ManagersFinance Massachusetts Clean Energy Center (Massachusetts Clean Energy Center) is a venture capital firm founded in 2009. The firm is headquartered in Boston, Massachusetts. | Finance |
Crosby Investments, Inc.
Crosby Investments, Inc. Investment ManagersFinance Crosby Investments, Inc. provides financial planning and investment advice. The private company is based in Dubuque, IA. | Finance |
Proficio Capital Partners LLC
Proficio Capital Partners LLC Investment ManagersFinance Proficio Capital Partners LLC (Proficio) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newton, Massachusetts. The firm was founded by Matthew Wosk and Robert Haber in 2014. Proficio provides discretionary investment advisory services to high-net-worth individuals and their families and to the advisor of privately placed, insurance dedicated, funds that only market to high-net worth clients. The firm also provides advice as a sub-adviser to a Canadian investment adviser as an unregistered foreign adviser in Ontario. | Finance |
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