Matrix Announces Recent Personnel Changes and Additions
Richmond, VA – October 3, 2011 – Matrix Capital Markets Group, Inc. (“Matrix”) is pleased to announce several recent personnel changes.
Mr. Vance Saunders, CPA, was promoted to the position of Senior Associate on August 1. Mr. Saunders has been with Matrix since 2006. He received his B.S.B.A with concentration in Finance and Accounting from Longwood University and an M.B.A. from Virginia Commonwealth University.
Ms. Katie E. Millner was promoted to Associate in August as well. Ms. Millner graduated from the University of Virginia where she received a B.A. in History. She is currently enrolled in the MBA Program at the UNC Kenan-Flagler School of Business. She has been with Matrix since 2010.
In June, Mr. Sean P. Dooley, Senior Analyst completed his Level 1 Chartered Financial Analyst examinations and is currently a Level 2 candidate. Mr. Dooley received a B.S.B.A. with a concentration in Finance from East Carolina University.
Mr. William J. O’ Flaherty joined the firm in August as an Analyst and was also recently promoted to the position of Senior Analyst. Prior to joining the firm, Mr. O’Flaherty was an analyst at Wells Fargo in New York, focusing on transportation, logistics and packaging. He graduated from the University of Virginia’s McIntire School of Commerce where he received his B.S. in Commerce with a concentration in finance.
In addition, Mr. Stephen C. Lynch, CPA, joined the firm on October 3 as a Senior Analyst. Mr. Lynch graduated from Virginia Polytechnic Institute with both a Bachelor of Science in Finance and a Bachelor of Science in Accounting and Information Systems. He graduated in the top 1% of his class from the Pamplin College of Business at Virginia Tech. Prior to joining Matrix, he had been an Audit Senior with Deloitte & Touche LLP.
Jeffrey G. Moore, President of Matrix said, “Our goal is to not only attract first class talent to the firm, but also help promote growth within our existing team. All of our professionals play a key role in providing our clients with the best investment banking services available today. We are delighted to welcome William to the Richmond office and congratulate Katie on her promotion to Associate. We also offer our most sincere congratulations to all of our rising professionals and newest team members.”
Thomas E. Kelso, Managing Director and head of the Matrix Energy and Multi-Site Retail Group also commented on the recent changes, “We congratulate Vance on his well deserved promotion and Sean on his significant achievement in completing his Level 1 CFA. We also welcome Stephen and are excited by the unique background and perspective he brings to our team.”
“At Matrix we continue to strive to build the most qualified team of financial professionals because we are dedicated to providing the absolute best financial advisory and transaction execution services to our clients,“ Kelso added.
About Matrix Capital Markets Group
Matrix Capital Markets Group, Inc. is an independent, advisory focused, privately-held investment bank headquartered in Richmond, VA. Since 1988, Matrix has provided merger & acquisition and financial advisory services for privately-held, private-equity owned and publicly traded companies. Our primary advisory services include company sales, asset divestitures, recapitalizations, management buyouts, capital raises of debt & equity, corporate recovery, fairness opinions and valuations. Matrix has served clients in a wide range of industries, including industrial manufacturing and distribution, building products, business services, consumer products, healthcare, lumber and petroleum marketing & distribution. For additional information, please visit www.matrixcmg.com.
Securities offered by Matrix Private Equities, Inc., an affiliate of Matrix Capital Markets Group, Inc., Member FINRA, SIPC.