PORTFOLIO MANAGER

MATT
KOSKI

Email: matt@sterlingretirement.com
Phone: 763.762.3415
DOWNLOAD VCARD

PROFESSIONAL

As a Portfolio Manager, Matt Koski’s ultimate goal is to create investment strategies that align with our clients’ risk tolerances and help them work towards their ultimate goals. Matt loves wearing the multiple hats that being a portfolio manager requires. He keeps himself busy interfacing with clients, developing investment strategies, performing market research, and undertaking investment due diligence.

Prior to Sterling, Matt worked with several different investment firms in a variety of roles, giving him depth and breadth of industry knowledge. He loves the fun, professional work environment at Sterling, and he has truly enjoyed getting to know our clients.

Matt joined the team in 2023, and he currently holds his Series 7 and Series 66 securities registrations.

Education

St. Cloud State University – Herberger Business School

IN THE NEXT
TEN YEARS...

“We are looking forward to the near future when life will slow down, and we will have some more free time. I’d like to have a couple more kids and settle on a few acres for them to play on. Beyond that, I’m excited to hang out with my family and make lots of memories on family vacations.”

PERSONAL

Matt grew up on the iron range and then went to college in St. Cloud before moving to West Viriginia so his wife, Jen, could attend medical school. Today, he lives in St Cloud with Jen and their son, Lane, while Jen finishes her residency program.

Matt has a deep love for the outdoors. He enjoys spending time up north with his extended family at their various cabins. In addition, he frequently braves the Minnesota winters to go cross-country skiing.

As a lifelong Green Bay Packers fan, Matt spends far too much time watching the NFL, and he has no plans to stop. The next time you see him, you’ll have to get his latest take on the state of the Cheeseheads.

YOUR TEAM

Sterling Retirement Resources, Inc.
120 Broadway Ave S, Suite 200
Wayzata, MN 55391
Main: 763.762.3400  
Fax: 763.762.3409

Megan Gehrman, and Luke Strom are Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency,LLC), Member FINRA, SIPC,a Broker-Dealer and a Registered Investment Advisor. Some advisory services offered through AdvisorNet Wealth Partners. Sterling Retirement Resources, AdvisorNet, and Cetera Advisor Networks LLC are not affiliated. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered.

Not all of the products and services referenced on this site may be available in every state and through every advisor listed.

For additional information please contact the advisor(s) listed on the site. Visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.

Davis Breen & Tony Woodley are Registered Representatives with Cetera Advisor Networks LLC.

Privacy Policy  I   Business Continuity  I  Important Information  I  Order Routing DisclosureBroker Check

Copyright © 2022 Sterling Retirement Resources, Inc. All rights reserved.