Mike 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 financial models, and preparing selling and private placement memoranda. Prior to joining Matrix in 2020, he was an Associate Portfolio Manager at KMG Wealth Management.
Mike 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. He is currently qualified as a FINRA General Securities Representative (Series 7), a Uniform Combined Representative (Series 66) and Investment Banking Representative (Series 79).