RICHMOND, VA/BALTIMORE, MD – October 25, 2021 – Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank is pleased to announce several promotions, as well as welcome new team members.
Several team members have made outstanding contributions to the firm and are being recognized for the following achievements:
Sean P. Dooley, CFA, ASA has been promoted to Managing Director. He has helped advise on nearly 40 successful transactions since joining Matrix’s Downstream Energy & Convenience Retail Investment Banking Group in 2010. Mr. Dooley holds the Chartered Financial Analyst designation and is a member of the CFA Institute. He is also recognized as an Accredited Senior Appraiser in Business Valuation by the American Society of Appraisers.
Martin C. P. McElroy, Jr., CFA has been promoted to Senior Associate. He is a member of Matrix’s Downstream Energy & Convenience Retail Investment Banking Group and joined the firm in 2017. Mr. McElroy received a B.S. in Business Administration from the University of Richmond with a major in accounting and a concentration in finance. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute.
Nathan B. Wah, CPA has been promoted to Associate. He has been a member of Matrix’s Downstream Energy & Convenience Retail Investment Banking Group since 2019. He 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.
John T. Mickelinc, CFA now holds the Chartered Financial Analyst designation and is a member of the CFA Institute. He is an Associate with Matrix’s Downstream Energy & Convenience Retail Investment Banking Group, and has been with the firm since 2018. He received his B.S. in both finance and marketing, and graduated summa cum laude from Le Moyne College.
Matrix is also pleased to welcome the following new team members:
Sahan Pandey has joined Matrix’s Consumer & Industrial Investment Banking Group as an Analyst. He was previously an FP&A Financial Analyst at Markel Corporation. He received a B.A. in Statistics with a concentration in econometrics from the University of Virginia. He has passed Level 1 of the CFA.
Alex B. Harper has joined Matrix’s Downstream Energy & Convenience Retail Investment Banking Group as an Analyst. Prior to joining Matrix, Alex graduated from Washington & Lee University and received a B.S. in Accounting.
Maggie D. Gerhardt has joined Matrix as Director of Compliance. She was previously a Compliance Officer with Dimensional Fund Advisors. She received a B.A. in Political Science from the University of South Carolina, and an MBA from St. Edward’s University.
Jessica A. Cookmeyer has joined the firm as a Marketing Coordinator. Prior to Matrix, she was a Marketing Coordinator with Lakewood Retirement Community. She received her B.A. in Communications from Longwood University and an M.A. in Strategic Communications and Advertising from Liberty University.