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Analysts

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Analysts

Kyle B. Tipping

Senior Analyst ktipping@matrixcmg.com (804) 591-2047

Kyle 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 in 2017, Kyle was a research analyst at JoycePayne Partners. Kyle received a B.A. in Mathematics and Economics from Washington & Lee University where he was a member of the varsity baseball team. He has successfully completed the level II CFA. He is also qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).  

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John T. Mickelinc

Senior Analyst jmickelinc@matrixcmg.com (804) 591-2046

John 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, John was an associate with MuniCap, Inc., a tax increment financing consulting firm. John received a B.S. in both Finance and Marketing, and graduated summa cum laude from Le Moyne College.  He has successfully completed the level II CFA.  He is qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).  

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Nathan B. Wah, CPA

Senior Analyst nwah@matrixcmg.com (667) 217-3327

Nate 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 2018, Nate was a Senior Audit Associate with KPMG US LLP. Nate 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.  He is qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).  

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Duncan C. Rogers

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

Duncan 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 2019, he was an investment analyst intern at Spider Management Company. Duncan received a BSBA with a concentration in Finance and graduated cum laude from the University of Richmond, where he was also a member of the football team.  He is qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).

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Michael J. Tucker, CFA

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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Matthew L. Paniccia

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

Matthew 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 a summer and fall intern at the firm. Matthew received a B.S. in Business Administration with a double concentration in Finance and Economics, along with a minor in Information Systems, and graduated magna cum laude from Loyola University Maryland. He is qualified as a FINRA Uniform Securities Agent (Series 63) 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.

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