Jared 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, Jared was an Analyst with CFRA Research in their forensic equity research group and an Analyst with Maximus as part of their Finance Rotational Program.
Jared received a B.S.B.A in both Business with a concentration in Finance and P.P.E.L (Philosophy, Politics, Economics and Law) with a concentration in Political Science, and graduated from University of Richmond. He has successfully completed the Level I CFA and is currently qualified as a FINRA Investment Banking Representative (Series 79).