Industry Expertise
John is a member of the Downstream Energy & Convenience Retail Investment Banking Group and is responsible for conducting financial, industry, and buyer research, creating valuation and financing models, and preparing selling and private placement memoranda. Prior to joining Matrix, John was an associate with MuniCap, Inc., a tax increment financing consulting firm.
John received a B.S. in both Finance and Marketing, and graduated summa cum laude from Le Moyne College. He is a CFA Charterholder and member of the CFA Institute. He is qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).
INSIGHTS:
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- Private Equity and the Petroleum Marketing and Convenience Store Industry: History of Successes and Eager for More
- Electric Vehicles: Looking Past the Headlines and Evaluating the Numbers Part I: Gaining a Better Understanding of the Current EV Market Share
- Electric Vehicles: Looking Past the Headlines and Evaluating the Numbers Part II: What is Important to Consumers?
- Electric Vehicles: Looking Past the Headlines and Evaluating the Numbers Part III: A Survey of the Current EV Charging Infrastructure in the United States
- Measuring the Relative Financial Performance and Resiliency of the Downstream Energy & Convenience Retail Industries
- Behavioral Finance: A Closer Look at Human Psychology During Times of Economic Confidence and Uncertainty