Bob Haber
Founder at Proficio Capital Partners LLC
Bob Haber active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Chief Investment Officer | 2014-08-05 | - |
Founder | 2014-08-05 | - | |
Portfolio Manager-Equities | 2014-08-05 | - | |
Head of Private Banking | 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 | - |
Career history of Bob Haber
Former positions of Bob Haber
Companies | Position | Start | 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 | 2011-02-14 | - |
Director of Finance/CFO | 2010-07-31 | 2014-05-01 | |
Founder | 2011-02-14 | 2014-05-01 | |
Portfolio Manager-Equities | 2011-02-14 | 2014-05-01 | |
Portfolio Manager-Fixed Income | 2011-02-14 | 2014-05-01 | |
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 | 2009-03-31 | 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 | 1984-12-31 | 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 | 2011-10-20 | - |
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Training of Bob Haber
Tufts University | Graduate Degree |
Harvard Business School | Masters Business Admin |
Statistics
International
United States | 13 |
Canada | 3 |
Operational
Portfolio Manager-Equities | 4 |
Director/Board Member | 4 |
Founder | 2 |
Sectoral
Finance | 9 |
Consumer Services | 4 |
Commercial Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 12 |
---|---|
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 |
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 |
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 |
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 |
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 |
Exxon Corp. | Energy Minerals |
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 |
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 |
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 |
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 |
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 |
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