Nate 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 2018, Nate was a Senior Audit Associate with KPMG US LLP.
Nate received a B.S. in Business Administration with concentrations in both Finance and Accounting, and graduated cum laude from Villanova University. He holds the Certified Public Accountant designation and has successfully completed the Level I CFA. He is qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).