60Matthew Roskoff is a Wealth Management Analyst based in Greenwich, CT. He specializes in financial research and modeling to assess investment vehicles' economic performance and risks. He graduated from Hobart and William Smith Colleges in Geneva, NY, with degrees in history and finance, combining analytical skills with a thorough understanding of financial markets.
Growing up in Greenwich, Matthew enjoyed the unique blend of small-town community and metropolitan sophistication. He remains engaged with the area, appreciating its vibrant social scene and natural beauty. His career goal is to develop a comprehensive wealth management practice that provides individuals and families with tailored solutions in estate planning, investment strategies, and financial planning.
During his college years, Matthew pursued an outcomes-based curriculum designed to prepare students for successful careers in finance. His studies focused on how data analysis can improve financial stability for individuals and corporations, mainly through investment strategies and risk management during economic downturns. As a member of the Hobart Finance Group, he applied classroom knowledge to real-world financial scenarios, enhancing his skills in financial decision-making.
Matthew is also dedicated to community service, with volunteer work at Calvary Hospital’s Annual Café Noel Party, where he contributed to creating a joyful holiday experience for patients with advanced cancer diagnoses. His professional journey began in retail at Vineyard Vines, where he developed strong customer service skills. Seeking to apply his financial knowledge more directly, he later joined Point Pickup Technologies as a Fleet Analyst, optimizing fleet operations and improving efficiency through data analysis.
Later, Matthew joined Cronin Capital as a Wealth Management Analyst, specializing in asset management, including customized real estate solutions and luxury assets such as fine art and rare wine. His research and strategic planning helped clients manage their wealth effectively, ensuring sustainable financial growth.
Matthew advises high-net-worth individuals and families, helping them develop investment strategies that align with their financial goals. He creates financial models, evaluates market trends, and analyzes balance sheets to identify opportunities and risks. His knowledge of financial products and economic conditions allows him to offer well-informed recommendations.
Matthew Roskoff works closely with legal and tax professionals to provide comprehensive financial solutions. His attention to detail and strategic approach make him a trusted advisor in Greenwich’s wealth management sector. He is dedicated to helping clients achieve their long-term financial objectives.