Matthew Rotchford
Client Services Associate @42 North Private Bank
Signup · Get unlimited contacts
WORK HISTORY
Client Services Associate @42 North Private Bank
Canton, MA, US
EDUCATION
University of Vermont
Bachelor of Science in Business Administration
ABOUT MATTHEW ROTCHFORD
I am a young professional, passionate about financial markets, problem-solving, and helping clients achieve long-term goals through thoughtful investment strategies. What excites me most is the opportunity to learn continuously, take on complex challenges, and grow in a career where analysis and relationships intersect.I am currently a Client Service Associate with 42 North Private Bank, which has given me the opportunity to work with high-net-worth individuals and businesses, and help them manage their private banking needs. My additional experience in the UVM Wall Street Seminar course, where I gained hands-on exposure to equity research and investment banking, passing the CFA Level I Exam, and an internship with Baystate Financial focused on financial planning and client relationship management. These experiences strengthened my technical foundation in data analysis and modeling, while also sharpening my communication and client service skills.I am eager to begin my career in finance with a strong interest in investment analysis, advisory services, and client-focused financial solutions.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.