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Matthew Roskoff
Wealth Management Analyst
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Matthew Roskoff

Wealth Management Analyst
Matthew Roskoff is a Wealth Management Analyst based in Greenwich, CT. He specializes in financial research and modeling to assess the performance and risks of various investment vehicles. He graduated from Hobart and William Smith Colleges in Geneva, NY, with degrees in history and finance, combining analytical skills with a deep understanding of financial markets. Growing up in Greenwich, Matthew experienced a unique blend of small-town charm and metropolitan influence. He remains engaged with the community, appreciating its social vibrancy and natural beauty. His professional goal is to build a comprehensive wealth management practice focused on estate planning, investment strategies, and financial planning for individuals and families. During his time at Hobart and William Smith Colleges, Matthew followed an outcomes-based curriculum to prepare him for success in the financial sector. His studies emphasized how data analysis can enhance financial stability for individuals and businesses, focusing on investment strategies and risk management during economic downturns. As a member of the Hobart Finance Group, he gained practical experience applying financial theories to investment scenarios. Matthew values community involvement and volunteered at Calvary Hospital’s Annual Café Noel Party, where he helped create a memorable holiday experience for patients with advanced cancer diagnoses. He began his professional journey in retail at Vineyard Vines, where he developed customer service skills before transitioning to a financial role. He later joined Point Pickup Technologies as a Fleet Analyst, where he applied his financial expertise to improve logistics and operational efficiency through data-driven solutions. At Cronin Capital, Matthew served as a Wealth Management Analyst, specializing in asset management, including tailored real estate solutions and the brokerage of luxury assets such as fine art and rare wine. He conducted in-depth market research and developed strategic investment plans to help clients achieve their financial goals. Currently, Matthew provides wealth management services to high-net-worth individuals and families, helping them navigate investment opportunities and mitigate financial risks. He builds financial models, analyzes balance sheets, and evaluates market trends to offer data-driven recommendations. His expertise in financial products and market conditions enables him to deliver personalized investment strategies aligned with his client's goals. Matthew Roskoff collaborates with legal and tax professionals to ensure well-rounded financial solutions. His meticulous approach and commitment to personalized service make him a trusted advisor in Greenwich’s wealth management sector.
Connecticut, United States
United States

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