Matthew Roskoff

Matthew Roskoff, a skilled Wealth Management Analyst from Greenwich, CT, excels in providing financial research and modeling to analyze the performance and risks of various investment vehicles. A Hobart and William Smith College graduate with a history and finance major, Roskoff has harnessed his passion for concrete facts to navigate the complexities of financial markets.

In Greenwich, a town blending small-town charm with metropolitan sophistication, Roskoff has deep roots. He enjoys a vibrant social life connected to both the bustling downtown district and the tranquil natural settings of New England. His career goal is to launch a comprehensive financial wealth management firm that offers estate planning, investment strategies, retirement planning, and tax consultation services.

Roskoff’s educational background focuses on how strategic financial management can stabilize and grow wealth, even during economic downturns. He was an active member of the Hobart Finance Group in college, applying theoretical knowledge to real-life scenarios, which prepared him for his future career.

Starting his professional journey in retail at Vineyard Vines, Roskoff developed strong customer service skills, managing significant daily interactions. He transitioned to a role as Fleet Analyst at Point Pickup Technologies, where he improved fleet operations using advanced data analysis, enhancing logistical efficiencies and reducing costs.

Later, as a Wealth Management Analyst at Cronin Capital, Roskoff played a crucial role in developing strategies to preserve and enhance client wealth. He analyzed economic trends and financial instruments to create tailored asset allocation strategies.

In Greenwich, he advises affluent individuals and families on preserving and increasing their wealth through effective financial management. He is proficient in constructing financial models that predict future growth and assess potential risks, relying on thorough analyses of financial documents and economic forecasts.

Matthew encourages those aspiring to be financial analysts to learn continuously about financial products and stay informed about economic trends. This knowledge is vital for understanding how market conditions can impact investment performance.

In his role, Roskoff collaborates closely with clients and various financial experts, including legal and tax advisors, to develop comprehensive and effective investment strategies.