Taylor Lynn Kale

Employer firm

Proficio Capital Partners LLC CRD 269931

$5.27B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2019 → 03/2023
  Boston Family Advisors Llc
  Boston, MA
• 07/2015 → 08/2019
  Bain Capital Lp
  Boston, MA
• 08/2014 → 07/2019
  Dell Emc
  Franklin, MA
• 03/2023 → Present
  Twinfocus Llc
  Boston, MA

Previous Registrations

• 2023-07-14 → 2024-08-19
  Twin Focus Capital Partners, Llc
  Boston, MA
• 2020-04-24 → 2023-03-06
  Boston Family Advisors Llc
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-03-09

Designations

• Certified Financial Planner

Other Names

• Topakov