Matthew Roskoff

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Matthew Roskoff

Matthew Roskoff of Greenwich, CT, is a wealth management analyst with expertise in financial research and modeling. He focuses on evaluating various investment vehicles' economic performance and risk factors. With a background in history and finance from Hobart and William Smith Colleges, he applies analytical skills to navigate complex financial challenges.

Growing up in Greenwich, Roskoff experienced small-town charm and metropolitan sophistication. He values his connections within the community and enjoys the bustling downtown and the serene landscapes of New England. His long-term goal is to establish a wealth management firm that offers estate planning, investment strategies, retirement planning, and tax consultation services.

Roskoff’s education at Hobart and William Smith Colleges gave him a strong financial management foundation. As a finance major, he explored investment strategies and how data analysis can improve economic stability. He was actively involved in the Hobart Finance Group, gaining hands-on experience applying theoretical knowledge to real-world financial situations.

His career began at Vineyard Vines, where he developed essential customer service skills while handling many daily interactions. He later transitioned to Point Pickup Technologies as a Fleet Analyst, leveraging data analysis to optimize fleet operations, improve efficiency, and reduce operational costs.

At Cronin Capital, Roskoff took on the role of Wealth Management Analyst, where he focused on developing strategies to help clients build and preserve their wealth. He conducted in-depth research on economic trends, financial products, and asset allocation strategies to align with client's financial goals.

Roskoff advises affluent individuals and families in Greenwich on wealth preservation and growth strategies. He constructs financial models to forecast future growth and assess risks, using financial documents and economic trends to inform his recommendations. His strategic approach allows clients to make well-informed financial decisions.

Roskoff emphasizes the importance of continuous learning in financial analysis. He believes staying updated on financial products and market trends is key to successful financial planning. He works closely with legal and tax professionals to ensure his clients receive comprehensive financial strategies tailored to their needs.

Matthew Roskoff’s commitment to financial planning and client service makes him a trusted advisor in wealth management. His expertise helps clients navigate financial complexities and achieve long-term financial security.

Portfolio: https://matthewroskoff.com/

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