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Analysts

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Analysts

Michael J. Tucker, CFA

Senior Analyst mtucker@matrixcmg.com (804) 591-2044

Mike 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 2020, he was an Associate Portfolio Manager at KMG Wealth Management. Mike graduated from Virginia Tech where he received a B.S. in Accounting and Finance. Additionally, he is a CFA Charterholder and member of the CFA Institute. He is currently qualified as a FINRA General Securities Representative (Series 7), a Uniform Combined Representative (Series 66) and Investment Banking Representative (Series 79).      

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Anthony R. Hoffman, CPA

Analyst ahoffman@matrixcmg.com (667) 217-3326

Anthony is a member of the Healthcare Investment Banking Group.  He is responsible for conducting financial and industry research, creating valuation and financial models, as well as providing overall analytical and transactional support on healthcare engagements, including mergers and acquisitions, tax-exempt and taxable financings and strategic advisory engagements. Prior to joining Matrix in 2020, Anthony was a Senior Audit Associate with Ernst & Young, LLP. Anthony graduated from the University of Maryland, College Park where he received a B.S. in both Finance and Accounting. He holds the Certified Public Accountant designation and has successfully completed the level 1 CFA. He is currently qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).    

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James P. Mickelinc, CPA

Analyst jamesm@matrixcmg.com (804) 591-2043

James 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 financing models, and preparing selling and private placement memoranda. Prior to joining Matrix, James was an assurance senior associate with PricewaterhouseCoopers, LLP in their alternative investments group. James received a B.S. in both Finance and Accounting, and graduated summa cum laude from Le Moyne College. He also received an M.S. in Accounting from Loyola University Maryland. He holds the Certified Public Accountant designation. He is currently qualified as a FINRA Investment Banking Representative (Series 79).

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Sahan Pandey

Analyst spandey@matrixcmg.com (804) 591-2052

Sahan is a member of the Consumer & Industrial 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 2021, he was an FP&A Financial Analyst at Markel Corporation. Sahan received a BA in Statistics with a concentration in Econometrics from the University of Virginia. He has successfully completed the level 1 CFA. He is currently qualified as a FINRA Investment Banking Representative (Series 79) and FINRA Uniform Securities Agent (Series 63).  

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Alex B. Harper

Analyst aharper@matrixcmg.com (804) 775-6855

Alex 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 financing models, and preparing selling and private placement memoranda. Prior to joining Matrix, Alex graduated from Washington & Lee University in 2021 and received a B.S. in Accounting.

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