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Matrix Announces Stephen C. Lynch has Earned the CFA Designation

RICHMOND, VA – September 29, 2014 – Matrix Capital Markets Group, Inc. is pleased to announce that Stephen C. Lynch, CFA, CPA, Associate, has successfully completed the CFA Program. He now holds the Chartered Financial Analyst designation and is a member of the CFA Institute. Prior to joining our Energy and Multi-Site Retail Group (“EMR Group”) in 2011, Mr. Lynch was an Audit Senior at Deloitte & Touche LLP, where he gained substantial experience performing financial statement audits and internal control attestations across a broad range of companies. Mr. Lynch received both a B.S. in Finance and a B.S. in Accounting & Information Systems from Virginia Polytechnic Institute and State University (Virginia Tech).

In addition, Andrew A. LoPresti, CPA, Senior Analyst, has completed his CFA Level 2 exam and is now a CFA Level 3 candidate. Mr. LoPresti is a graduate of the Joseph A. Sellinger, S.J. School of Business Management at Loyola University Maryland with a Bachelor of Business Administration Degree in Accounting with a minor in Biology. Prior to joining the EMR Group, Mr. LoPresti was an Experienced 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.

“We congratulate Stephen on his great achievement,” commented Thomas E. Kelso, Managing Director and Head of Matrix’s Energy and Multi-Site Retail Group. “His commitment to earning the highly prestigious CFA designation reflects our continued dedication to providing the finest investment banking services to our clients. Stephen is the fourth person in our EMR Group to become a CFA charterholder and a member of the CFA Institute.” Mr. Kelso added, “We also congratulate Andrew on his hard work in completing his CFA Level 2 exam and look forward to his successful completion of Level 3.”

Administered by the CFA Institute, the CFA Program is a graduate-level, self-study program that consists of three rigorous examinations. Approximately only one out of every five candidates who enroll in the CFA Program is able to complete all three exams and fulfill the additional requirements necessary to earn the CFA charter, a process that takes most successful candidates between two and five years. The CFA charter is one of most respected and well-recognized credentials for financial professionals and it represents a tradition of upholding the highest standards of education and integrity.