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Analysts

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Analysts

James P. Mickelinc, CPA

Senior 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 Uniform Securities Agent (Series 63) and 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 I CFA. He is currently qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).

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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. He has successfully completed the Level I CFA. He is currently qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).

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Garrett C. Novotny, CPA

Analyst gnovotny@matrixcmg.com (667) 217-3321

Garrett is a member of the Capital Advisory 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, Garrett was a senior accountant with T. Rowe Price in their corporate financial reporting group. Garrett received a B.S. in Accounting and Financial Management from Bucknell University. He holds the Certified Public Accountant designation and has successfully completed the Level II CFA. He is currently qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).

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Alexander H. Rakos

Analyst arakos@matrixcmg.com (804) 591-2066

Alexander 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, he was a Finance and Accounting Analyst at Ballast Consulting Group, LLC. Alexander graduated from the University of Richmond where he received a B.S. in Business Administration with concentrations in Finance and Accounting. He is currently qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).

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Matthew A. Tomsuden

Analyst mtomsuden@matrixcmg.com (804) 390-9691

Matthew is a member of the Consumer & Industrial 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 in 2022, he was an Associate Analyst at LPL Financial. Matthew graduated from the University of South Carolina where he received a B.S. in Business Administration with concentrations in Accounting and Finance.

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Jared de Perio

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

Jared 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, Jared was an Analyst with CFRA Research in their forensic equity research group and an Analyst with Maximus as part of their Finance Rotational Program. Jared received a B.S.B.A in both Business with a concentration in Finance and P.P.E.L (Philosophy, Politics, Economics and Law) with a concentration in Political Science, and graduated from University of Richmond. He has successfully completed the Level I CFA.

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