Warren Mayshak has been Partner, Portfolio Management of Proficio Capital Partners since December 2024, is a control person of the firm and directly owns under 5% of it. Warren Mayshak holds a Bachelor of Science in Environmental Science and Public Policy from Harvard University.
Proficio Capital Partners LLC is a Newton, MA firm with $8.17B under management, 160 clients and 11 advisers across 2 offices, as of its September 2026 filing.
Onnie Mayshak is Partner, Portfolio Management and Private Investments of Proficio Capital Partners. He is a Portfolio Manager who manages the investment portfolios for Proficio families and serves on the firm's investment committee. Before joining Proficio, he was a VP of Investor Relations/Business Development at Landmark Partners, and he spent the first 10 years of his career at Susquehanna International Group.
No adviser firm registrations are on Warren Mayshak’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 20 June 2005 |
| Series 7 | General Securities Representative Examination | 6 June 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Warren Onnie Mayshak
- CRD
- 4964948
- Firm
- Proficio Capital Partners · CRD 269931
- Role
- Partner, Portfolio Management
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- proficiocap.com
Where does Warren Mayshak work?
Warren Mayshak has been Partner, Portfolio Management of Proficio Capital Partners LLC since December 2024, and is a control person of the firm.
Does Warren Mayshak have a current investment-adviser registration?
Warren Mayshak has no current investment-adviser or broker registration.
What exams has Warren Mayshak passed?
Warren Mayshak has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in June 2005. FINRA credited Warren Mayshak with the SIE, which began in October 2018.
Is Warren Mayshak registered with FINRA?
No. Warren Mayshak has no current broker registration.
How can I verify Warren Mayshak’s record?
Search CRD 4964948 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Warren Mayshak’s full registration record.
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
Robert HaberChief Investment Officer, Member
Sheldon HanauChief Strategy Officer
Matthew WoskManaging Member