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Robert Haber, portrait

Robert Haber

Chief Investment Officer, Member at Proficio Capital Partners

Firm officerUpdated

Robert Haber has been Chief Investment Officer, Member of Proficio Capital Partners LLC, a Newton, MA investment adviser managing $8.17B, since August 2014.

12
Years in role
$8.17B
Firm AUM
160
Firm clients
11
Firm advisers

From Form ADV filed 1 September 2026Form ADV

Career

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.

Credentials

Professional designations

Listed by Proficio Capital Partners

  • CFA Charterholder

Key facts

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

Common questions

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.

Source: Form ADV, Schedule A, filed 1 September 2026

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.

Source: Bob Haber biography, proficiocap.com

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.

Source: Form ADV, Schedule A, filed 1 September 2026

Leadership at Proficio Capital Partners

Sources

  1. IAPD individual lookup, CRD 5042295, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Proficio Capital Partners LLC, filed 1 September 2026. Title, control and ownership bands.
  3. Proficio Capital Partners team page. Biography, education, credentials, awards and the portrait, reproduced for identification.