Press Releases


Matrix Announces CFA Designations

RICHMOND, VA – September 25, 2017 – Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent middle-market investment bank, is pleased to announce that Andrew A. LoPresti, John C. Duni and Kyle A. Profilet have received the Chartered Financial Analyst® (CFA®) designation and are now members of the CFA Institute.

Mr. Thomas Kelso, President of Matrix, said, “Congratulations to Andrew, John and Kyle on this great achievement.  Their commitment to earning the CFA designation reflects our continued dedication to providing the finest investment banking services to our clients.  We feel honored to now have nine professionals at Matrix with this prestigious designation.”

Andrew A. LoPresti, CFA, CPA, Senior Associate.  Prior to joining Matrix in 2012, Mr. LoPresti was an Audit Associate with Deloitte & Touche, LLP and Clifton Gunderson, LLP, a Senior Analyst at Greystone Advisory Group, LLC and an Analyst for the Office of the Special Inspector General for the Troubled Asset Relief Program (“TARP”) at the U.S. Department of the Treasury.  Mr. LoPresti received a B.B.A with a concentration in Accounting and a minor in Biology from Loyola University Maryland.

John C. Duni, CFA, CPA, Associate.  Mr. Duni has been with Matrix for two years.  He was previously an Associate Equity Analyst with BB&T Capital Markets and Senior Associate – Assurance & Advisory Services with Keiter.  He received a B.B.A. in Management from James Madison University and a Post-Baccalaureate Accounting Certificate from Virginia Commonwealth University.

Kyle A. Profilet, CFA, CPA, Analyst.  Mr. Profilet has been with Matrix since 2014.  He received a B.S. in Business Administration with concentrations in both Finance and Accounting, and graduated cum laude from Longwood University.  He was previously with RSM US LLP.

Mr. LoPresti, Mr. Duni and Mr. Profilet are also Certified Public Accountants and members of Matrix’s Downstream Energy & Convenience Retail Group.

Recipients of the CFA charter have successfully completed the CFA Program, a graduate-level, self-study curriculum and a series of three intensive examinations taken sequentially, which, in total, takes most candidates between two and five years. Candidate surveys report that preparation for the three exams typically requires at least 900 combined hours of study.  The CFA charter, the most respected and recognized investment credential in the world, represents a tradition of upholding the highest standards of education and integrity in the investment profession.