Matthew Roskoff is a Wealth Management Analyst from Greenwich, Connecticut, with experience in financial research, investment modeling, and portfolio analysis. He supports colleagues and clients by evaluating market trends, economic conditions, and financial products to identify opportunities and manage risk. His analytical mindset was strengthened through studies in history and finance at Hobart and William Smith Colleges, where he developed practical problem-solving skills.

Matthew grew up in Greenwich, where he enjoyed a balance of close community connections and access to a thriving business environment. His appreciation for New England's scenic landscapes and active social atmosphere continues today. Looking ahead, he aims to expand his career into comprehensive wealth management, helping individuals and families with investment planning, retirement preparation, estate strategies, and long-term financial growth.

Matthew built a strong academic foundation while attending Hobart and William Smith Colleges in Geneva, New York. As a finance major, he studied investment principles, capital allocation, risk management, and economic analysis. He also participated in the Hobart Finance Group, where he gained hands-on exposure to investment research and collaborative decision-making. Outside the classroom, he played club lacrosse and volunteered at Calvary Hospital's Café Noel event.

Matthew began his professional career in customer service at Vineyard Vines, where he strengthened communication and relationship-building skills while assisting a high volume of customers each day. He later joined Point Pickup Technologies as a Fleet Analyst, using data analysis and digital tools to improve operational efficiency, reduce costs, enhance logistics, and support better fleet performance through informed decision-making.

Matthew later advanced into wealth management, serving as a Wealth Management Analyst at Cronin Capital. In this position, he researched economic trends, evaluated investment products, and contributed to long-term asset allocation strategies for clients. His responsibilities included preparing financial models, reports, and presentations that helped clients understand portfolio performance while supporting informed financial planning and wealth preservation goals.

Matthew Roskoff of Greenwich continues to focus on delivering accurate financial analysis through careful research, quantitative evaluation, and collaboration with clients and professional advisors. He studies balance sheets, income statements, and market conditions to assess investment opportunities and potential risks. By combining technical knowledge with clear communication, he helps support strategies designed to preserve wealth, improve portfolio performance, and achieve lasting financial success.

Decks

Matthew Roskoff hasn't published any decks.

Speaker Deck Pro: Add privacy options and schedule the publishing of your decks Upgrade