Matthew Roskoff

Matthew Roskoff

Wealth Management Analyst

Greenwich, CT
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Summary

Matthew Roskoff, a distinguished Wealth Management Analyst from Greenwich, CT, harnesses his exceptional financial research and modeling skills to assess investment vehicles' economic performance and risk factors. A Hobart and William Smith College graduate with degrees in history and finance, he expertly combines historical insight with financial acumen to navigate complex market dynamics.


Growing up in Greenwich, Matthew experienced the unique mix of small-town values and metropolitan culture. He remains deeply integrated into the community today, relishing New England's vibrant nightlife and natural splendor. His career goal is to transition into a holistic wealth management role, providing strategic advice on estate planning, investment strategies, and financial planning for families and individuals.

Matthew's collegiate journey at Hobart and William Smith Colleges was marked by a curriculum focused on real-world outcomes, preparing him for a successful financial career. He studied how data analysis could fortify financial stability for businesses and individuals, with a particular focus on investment strategies and risk management during economic downturns. His involvement in the college's esteemed finance club allowed him to apply classroom theories to practical financial challenges.

He also took pride in his volunteer work, especially his contributions to Calvary Hospital’s Annual Café Noel Party, which offers a festive reprieve to patients battling advanced cancer. Matthew initiated his professional path in retail at Vineyard Vines, where he refined customer service skills, managing up to 100 customers daily. This experience paved the way for a more analytics-focused role at Point Pickup Technologies, where he optimized fleet operations and logistics through strategic data utilization.

Later, Matthew joined Cronin Capital as a Wealth Management Analyst. He was instrumental in managing asset allocations and conducting in-depth analyses of financial markets and economic trends. His efforts supported bespoke asset management strategies, including the brokerage of luxury assets like fine art and rare wines.

Matthew advises affluent clients, helping them develop strategies to preserve and enhance their wealth. He excels at building financial models and analyzing fiscal documents to forecast growth and identify potential investment risks. His deep understanding of financial products and market fluctuations empowers him to provide tailored advice that aligns with his client's objectives.

Collaborating with legal and tax professionals, Matthew Roskoff crafts comprehensive investment solutions. His attention to detail and commitment to client-specific strategies underscore his reputation as a trusted advisor in Greenwich’s wealth management sector, where he continues to make significant contributions to his client's financial well-being.

Experience

Wealth Management Analyst
Cronin Capital
Created and implemented asset allocations, researched economic trends and financial products
Fleet Analyst
Point Pickup Technologies

Utilized digital platforms and data analysis to optimize fleet operations

Education

Hobart and William Smith Colleges
Finance and History