Advisor at Proficio Capital Partners LLC
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Firm
Proficio Capital Partners LLC
Location
Newton, MA 02458-1655
Credentials
CFP®, Series 65
Industry experience
5 years
Taylor Kale is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at TwinFocus LLC, Boston Family Advisors LLC, Bain Capital LP, and Dell EMC. Kale is currently with Proficio Capital Partners LLC in Newton, MA. Proficio Capital Partners provides discretionary portfolio management and investment oversight primarily for high-net-worth individuals and families, along with select institutional clients, foundations, and businesses. The firm offers tailored investment strategies with tactical adjustments based on quantitative analytics, fundamental research, and macro analysis, and is notable for providing sub-advisory services and managing private pooled investment vehicles.
Based on Proficio Capital Partners LLC
Based on Proficio Capital Partners LLC
Fixed oversight fees up to $500,000 per year for advice on unmanaged assets
Performance allocation/fee up to 10% on net realized and unrealized capital appreciation for certain Private Funds and sub-advised insurance dedicated funds
Account minimum: $20,000,000 minimum initial investment (may accept lesser amounts at sole discretion) Minimum fee: Fixed annual fees up to $1,200,000 depending on services and AUM
300 Washington Street Ste 951, One Gateway Center
Newton, MA 02458-1655
Massachusetts
TwinFocus LLC
2023 - Present (3 years)
Boston Family Advisors LLC
2019 - 2023 (4 years)
Bain Capital LP
2015 - 2019 (4 years)
Dell EMC
2014 - 2019 (5 years)
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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