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Matthew Vinsko

Analyst at Newedge Wealth, LLC

Miami, FL , United States

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

OrganizationRoleDate RangeDetails
NewEdge WealthAnalystJun 2024 to Present
NewEdge WealthInternFeb 2024 to Jun 2024
NewEdge Structured Note Strategies
J.P. Morgan Private BankSummer AnalystJun 2023 to Aug 2023
University of MiamiUM Endowment - Investments InternAug 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)

NameRoleLocation
Aaron Zises
Aaron Zises
PrincipalNew York, NY , United States
Blaine Minton
Blaine Minton
PartnerDelray Beach, FL , United States
Brian Peters
Brian Peters
AssociateDarien, CT , United States
Cameron Dawson
Cameron Dawson
Chief Investment OfficerNew York, NY , United States
Christopher Ayer
Christopher Ayer
PrincipalPortsmouth, NH , United States
Hunter Gehring
Hunter Gehring
PartnerBentonville, AR , United States
Jamie Wolff
Jamie Wolff
PrincipalNew York, NY , United States
Jesse Christensen
Jesse Christensen
PrincipalNew York, NY , United States
Jim Reese
Jim Reese
PrincipalPittsburgh, PA , United States
J
John Froley
PrincipalSan Francisco, CA , United States
Showing 1-10 of 30 team members

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