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About
Matthew Vinsko is an Analyst for Investment Solutions at NewEdge Wealth in Coral Gables, FL, where he specializes in supporting all aspects of the firm's Structured Note Strategies. His key responsibilities include financial analysis and assisting with the design and management of purpose-built investment solutions, particularly focused on multi-asset portfolios and bespoke structured products.
Matthew's primary investment focus is on structured notes, volatility management, and option-based strategies within equities and fixed income. He develops and supports strategies designed to offer downside protection and defined return outcomes for high-net-worth clients. Prior to this, he gained valuable experience as a Summer Analyst with J.P. Morgan Private Bank, as well as internships at the University of Miami Endowment and at NewEdge Wealth itself, strengthening his expertise in investment advisory and multi-asset portfolio management.
Matthew holds a BSBA in Finance from the University of Miami Herbert Business School, where he also minored in Mathematics and Financial Technology. He is licensed with the SIE, Series 7, and Series 66 certifications. His contributions to investment strategy solutions are enhanced by his strong quantitative and analytical skills, and he has quickly established himself as an emerging talent in the fields of structured products and risk-managed portfolio strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| NewEdge Wealth | Analyst | Jun 2024 to Present | — |
| NewEdge Wealth | Intern | Feb 2024 to Jun 2024 | NewEdge Structured Note Strategies |
| J.P. Morgan Private Bank | Summer Analyst | Jun 2023 to Aug 2023 | — |
| University of Miami | UM Endowment - Investments Intern | Aug 2022 to May 2023 | Interned for the team that manages the University’s $4b+ pool of investment assets. |
Education
University of Miami Herbert Business School
BSBA, Finance
2021 — 2024
Ocean County College
2020 — 2020
Point Pleasant Beach High School
2016 — 2020
Others at Newedge Wealth, LLC (30)
| Name | Role | Location |
|---|---|---|
| Principal | New York, NY , United States | |
| Partner | Delray Beach, FL , United States | |
| Associate | Darien, CT , United States | |
| Chief Investment Officer | New York, NY , United States | |
| Principal | Portsmouth, NH , United States | |
| Partner | Bentonville, AR , United States | |
| Principal | New York, NY , United States | |
| Principal | New York, NY , United States | |
| Principal | Pittsburgh, PA , United States | |
J John Froley | Principal | San Francisco, CA , United States |
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