Matthew Roskoff is a Wealth Management Analyst based in Greenwich, CT, specializing in financial research and modeling to evaluate investment vehicles' economic performance and risks. He graduated from Hobart and William Smith Colleges in Geneva, NY, with degrees in history and finance, equipping him with a strong foundation in analyzing financial markets with a data-driven approach.
Growing up in Greenwich, Matthew enjoyed a balance of small-town charm and urban sophistication. He continues to be involved in the community, appreciating the region’s vibrant social life and scenic landscapes. His long-term career goal is to build a comprehensive wealth management practice focused on estate planning, investment strategies, and financial planning for individuals and families.
During college, Matthew pursued an outcomes-based curriculum that prepared him for a career in finance. His studies focused on how data analysis can enhance financial stability for individuals and corporations, emphasizing investment strategies and risk management during economic downturns. He was an active member of the Hobart Finance Group, where he applied financial theories to real-world investment challenges, gaining valuable experience in collaboration and problem-solving.
Matthew values community involvement and volunteered at Calvary Hospital’s Annual Café Noel Party, where he helped create a joyful holiday experience for patients with advanced cancer diagnoses. His professional journey began in retail at Vineyard Vines, where he developed essential customer service skills before transitioning to Point Pickup Technologies as a Fleet Analyst. In this role, he optimized fleet operations and logistics, using data analysis to improve efficiency and reduce costs.
As a Wealth Management Analyst at Cronin Capital, Matthew focused on asset management, including customized real estate solutions and luxury assets such as fine art and rare wine. He researched financial markets extensively, helping clients create and implement long-term investment strategies to grow and protect their wealth.
Matthew advises high-net-worth individuals and families, helping them manage their wealth through detailed financial planning. He builds financial models, analyzes balance sheets, and evaluates economic trends to identify opportunities and risks. His knowledge of financial products and market dynamics allows him to provide informed recommendations that align with his client's financial goals.
Matthew Roskoff collaborates with legal and tax professionals to develop well-rounded investment strategies. His dedication to strategic financial planning and commitment to personalized client service make him a valuable asset in Greenwich’s wealth management industry.
