Robert Haber is a control person of Proficio Capital Partners and directly owns between 10% and 25% of it. Robert Haber holds an MBA from Harvard Business School and a Bachelor's and Master's of Science in Chemical Engineering from Tufts University.
Proficio Capital Partners is an investment adviser based in Newton, MA, registered with the SEC since 2015. It provides investment management. Its clients include high-net-worth individuals, corporations and other businesses, and pooled investment vehicles. Its regulatory assets under management total $8.17 billion, as filed on 1 September 2026. Its fees, ownership and offices are on the firm’s profile.
Bob Haber is Founder, Partner and Chief Investment Officer of Proficio Capital Partners. He leads the firm's Investment Committee and manages its Research team. He spent more than 25 years with Fidelity, culminating as CIO of Fidelity Investments Canada and Head of Equities for Pyramis Global Advisors, and was founder and portfolio manager of the Fidelity Canadian Disciplined Equity Fund and the Fidelity Canadian Balanced Fund from 1998 until 2009.
Professional designations
Listed by Proficio Capital Partners
- CFA Charterholder
- CRD
- 5042295
- Firm
- Proficio Capital Partners · CRD 269931
- Role
- Chief Investment Officer, Member
- In role since
- August 2014 · 12 years
- Control person
- Yes
- Direct ownership
- 10% to 25%
- Firm headquarters
- Newton, MA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- proficiocap.com
Where does Robert Haber work?
Robert Haber has been Chief Investment Officer, Member of Proficio Capital Partners LLC since August 2014, and is a control person of the firm.
Is Robert Haber a CFA charterholder?
Proficio Capital Partners lists Robert Haber with the CFA credential (“CFA Charterholder”) on its website. CFA Institute confirms certification status.
How can I verify Robert Haber’s record?
Robert Haber’s role is listed on Proficio Capital Partners LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 269931.
Kathleen HerrChief Financial Officer
Justin SussmanChief Operating Officer/Partner
Peter KronbergGeneral Counsel/Chief Compliance Officer
Richard BlondManaging Partner - Florida
Gregory BurkePartner Portfolio Manager
Lauren DenklauChief Administration Officer
Sheldon HanauChief Strategy Officer
Warren MayshakPartner, Portfolio Management
Matthew WoskManaging Member
