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).