Matthew Roskoff Male • United States of America

Matthew Roskoff, a Wealth Management Analyst from Greenwich, CT, analyzes various investment vehicles' economic performance and risk factors. A Hobart and William Smith College graduate with degrees in history and finance, Roskoff leverages his education to apply rigorous factual analysis to complex financial markets.

Roskoff grew up in Greenwich, perfectly blending small-town charm with metropolitan sophistication. He remains deeply integrated into the community, enjoying both the vibrant downtown scene and the serene natural beauty of New England. His ultimate professional goal is to launch a comprehensive financial wealth management firm offering estate planning, investment strategies, retirement planning, and tax consultation services.

His academic journey at Hobart and William Smith Colleges was foundational, fostering his interest in financial stability and the strategic management of assets during economic downturns. As a member of the Hobart Finance Group, Roskoff applied his classroom learning to real-world financial challenges, honing his analytical skills and financial acumen.

Roskoff’s career started in retail at Vineyard Vines, where he developed essential customer service skills. He then transitioned to Point Pickup Technologies as a Fleet Analyst, using digital tools to enhance fleet management and significantly reduce operational costs. His role involved optimizing logistics and fuel efficiency, which prepared him for more complex financial management tasks.

Later, as a Wealth Management Analyst at Cronin Capital, Roskoff took a significant step forward in his career. He played a key role in developing asset management strategies, helping clients build and preserve financial wealth through meticulous research of economic trends and various financial products like stocks, bonds, and funds.

Roskoff advises affluent families and high-net-worth individuals in Greenwich on wealth preservation and enhancement strategies. He excels in constructing financial models to forecast future growth and assess potential risks, using comprehensive analyses of financial documents and economic predictions to offer strategic financial advice.

Roskoff encourages aspiring financial analysts to continuously educate themselves about financial products and economic trends, skills essential for understanding market conditions and their impact on investments. He collaborates closely with legal and tax professionals to develop comprehensive investment strategies that align with his client's long-term financial goals.

Matthew Roskoff’s thorough approach and commitment to client-centered financial planning make him an indispensable advisor in wealth management. His expertise enables his clients to navigate the complexities of financial investment, ensuring their economic security and prosperity.