Matthew S. Monroe

Associate Portfolio Manager

Matt’s primary responsibilities are to support the portfolio manager, help with research and analysis, and to assist on client related matters. Prior to joining Crestwood, Matt was an Associate Portfolio Manager at Catamount Wealth Management.  Prior to Catamount, Matt was a publishing research analyst on the Clean Technology team at a Roth Capital Partners in New York City, concentrating on the advanced lighting, biofuels and energy storage sectors. Earlier, he also worked as an Analyst at Manatuck Hill Partners, making investment decisions across asset classes and industries for institutional clients. Matt began his career at ThinkEquity Partners, a boutique investment bank, where he became a Vice President of Institutional Equity Sales.

Matt has a BS degree from Colorado College and currently resides in Greenwich. In his spare time, he enjoys basketball, running and cooking.  Matt can be reached at mmonroe@crestwoodadvisors.com.