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Matthew Hoffman Email & Phone Number

Partner at RoundTable Financial Group, LLC, Chief Compliance Officer at Candlewood Securities LLC and Cascadia Capital, LLC at RoundTable Financial Group, LLC
Location: New Canaan, Connecticut, United States 5 work roles 2 schools
1 work email found @roundtablefg.com 4 phones found area 917 and 203 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email m****@roundtablefg.com
Direct phone (917) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
RoundTable Financial Group, LLC
Role
Partner at RoundTable Financial Group, LLC, Chief Compliance Officer at Candlewood Securities LLC and Cascadia Capital, LLC
Location
New Canaan, Connecticut, United States
Company size
6 employees

Who is Matthew Hoffman? Overview

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Quick answer

Matthew Hoffman is listed as Partner at RoundTable Financial Group, LLC, Chief Compliance Officer at Candlewood Securities LLC and Cascadia Capital, LLC at RoundTable Financial Group, LLC, a with 6 employees, based in New Canaan, Connecticut, United States. AeroLeads shows a work email signal at roundtablefg.com, phone signal with area code 917, 203, and a matched LinkedIn profile for Matthew Hoffman.

Matthew Hoffman previously worked as Partner and Chief Compliance Officer at Roundtable Financial Group, Llc and Chief Investment Officer and Portfolio Manager at Weston Capital Asset Management. Matthew Hoffman holds Mba, Finance from The University Of Chicago Booth School Of Business.

Company email context

Email format at RoundTable Financial Group, LLC

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{first}.{last}@roundtablefg.com
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AeroLeads found 1 current-domain work email signal for Matthew Hoffman. Compare company email patterns before reaching out.

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Profile bio

About Matthew Hoffman

Investment consultant and advisor on alternative products. Experienced Trial Expert Witness. Chief Compliance Officer for 2 broker dealers. Hedge funds, private equity funds, real estate and direct debt & equity. Provider of private debt financing, private equity, corporate restructuring. Buy-side acquisition mandates, merger solutions. Strength in alternative investments including managed accounts in hedge funds, private equity and structured investments as well as incubation and seeding of new hedge fund or investment products. Specialties: Alternative investments, compliance, capital raising and placement capabilities, financial services, merger and acquisition work, investment management, portfolio advice and strategic planning; litigation trial expert witness testimony, deposition, position opinion reports.

Listed skills include Alternative Investments, Hedge Funds, Investment Management, Private Equity, and 11 others.

Current workplace

Matthew Hoffman's current company

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RoundTable Financial Group, LLC
Roundtable Financial Group, Llc
Partner at RoundTable Financial Group, LLC, Chief Compliance Officer at Candlewood Securities LLC and Cascadia Capital, LLC
new canaan, connecticut, united states
Website
roundtablefg.com
Employees
6
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Company profile
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5 roles

Matthew Hoffman work experience

A career timeline built from the work history available for this profile.

Partner And Chief Compliance Officer

Current
Roundtable Financial Group, Llc

Connecticut, United States

Investment Advisor, Chief Compliance Officer, Expert Witness. Investment and advisory services, asset management and financial leadership in the alternatives space. CCO for Candlewood Securities, LLC and Cascadia Capital, LLC, broker-dealers. Focus on hedge funds, private equity funds, venture capital, mergers, acquisitions, marketing, and sales advisory services. Global network and background in both the product and marketing sides of the industry. Expert witness on multiple cases, exceptional winning track record, acting for plaintiffs and defendants.

Feb 2009 - Present

Chief Investment Officer And Portfolio Manager

Weston Capital Asset Management

New York, Ny

Oct 2006 - Jan 2009

Chief Investment Officer And Portfolio Manager

Mayer & Hoffman Capital Management

New York, Ny

Nov 2003 - Oct 2006

Executive Director

Ubs

London, United Kingdom

Hedge Fund and Structured Products Group, Equity Derivatives Trading

Apr 1991 - Jul 2000
2 education records

Matthew Hoffman education

Ba, Mathematics/Economics And Biology

Denison University

Activities and Societies: Sigma Alpha Epsilon (SAE)

FAQ

Frequently asked questions about Matthew Hoffman

Quick answers generated from the profile data available on this page.

What company does Matthew Hoffman work for?

Matthew Hoffman works for RoundTable Financial Group, LLC.

What is Matthew Hoffman's role at RoundTable Financial Group, LLC?

Matthew Hoffman is listed as Partner at RoundTable Financial Group, LLC, Chief Compliance Officer at Candlewood Securities LLC and Cascadia Capital, LLC at RoundTable Financial Group, LLC.

What is Matthew Hoffman's email address?

AeroLeads has found 1 work email signal at @roundtablefg.com for Matthew Hoffman at RoundTable Financial Group, LLC.

What is Matthew Hoffman's phone number?

AeroLeads has found 4 phone signal(s) with area code 917, 203 for Matthew Hoffman at RoundTable Financial Group, LLC.

Where is Matthew Hoffman based?

Matthew Hoffman is based in New Canaan, Connecticut, United States while working with RoundTable Financial Group, LLC.

What companies has Matthew Hoffman worked for?

Matthew Hoffman has worked for Roundtable Financial Group, Llc, Weston Capital Asset Management, Mayer & Hoffman Capital Management, Credit Suisse Asset Management, and Ubs.

Who are Matthew Hoffman's colleagues at RoundTable Financial Group, LLC?

Matthew Hoffman's colleagues at RoundTable Financial Group, LLC include Randall Stern and Eads Johnson.

How can I contact Matthew Hoffman?

You can use AeroLeads to view verified contact signals for Matthew Hoffman at RoundTable Financial Group, LLC, including work email, phone, and LinkedIn data when available.

What schools did Matthew Hoffman attend?

Matthew Hoffman holds Mba, Finance from The University Of Chicago Booth School Of Business.

What skills is Matthew Hoffman known for?

Matthew Hoffman is listed with skills including Alternative Investments, Hedge Funds, Investment Management, Private Equity, Portfolio Management, Asset Management, Equities, and Investments.

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