RICHMOND, VA/BALTIMORE, MD – March 18, 2022 – Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, is pleased to announce several promotions, as well as welcome new team members.
Several team members have made outstanding contributions to the firm and are being recognized for the following achievements:
Michael J. Tucker, CFA has been promoted to Associate. He has been a member of Matrix’s Downstream Energy & Convenience Retail Investment Banking Group since 2020. He graduated from Virginia Tech where he received a B.S. in Accounting and Finance. Additionally, he is a CFA Charterholder and member of the CFA Institute.
Anthony R. Hoffman, CPA has been promoted to Senior Analyst. He is a member of Matrix’s Healthcare Investment Banking Group and joined the firm in 2020. He graduated from the University of Maryland, College Park where he received a B.S. in both Finance and Accounting. He holds the Certified Public Accountant designation and has successfully completed the Level I CFA.
James P. Mickelinc, CPA has been promoted to Senior Analyst. He has been a member of Matrix’s Downstream Energy & Convenience Retail Investment Banking Group since 2021. He received a B.S. in both Finance and Accounting, and graduated summa cum laude from Le Moyne College. He also received an M.S. in Accounting from Loyola University Maryland and holds the Certified Public Accountant designation.
Matrix is also pleased to welcome the following new team members:
Garrett C. Novotny, CPA has joined Matrix’s Capital Advisory Investment Banking Group as an Analyst. Prior to joining Matrix, he was a senior accountant with T. Rowe Price in their corporate financial reporting group. He received a B.S. in Accounting and Financial Management from Bucknell University. He holds the Certified Public Accountant designation and has successfully completed the Level II CFA.
Alexander H. Rakos has joined Matrix’s Downstream Energy & Convenience Retail Investment Banking Group as an Analyst. Prior to joining Matrix, he was a Finance and Accounting Analyst at Ballast Consulting Group, LLC. He graduated from the University of Richmond where he received a B.S. in Business Administration with concentrations in Finance and Accounting.
Kelly A. Simons has returned to the firm in a new position as Trade Association and Conference Coordinator. She was previously Assistant Director of Marketing & Communications.