We're Known By The Work We Do.
| Print | Follow us on
| Join our email list

Analysts

To learn more about Matrix, please download our comprehensive corporate brochure or for a quick view, please download our one page summary.

Analysts

Martin C. P. McElroy, Jr., CFA

Senior Analyst mmcelroy@matrixcmg.com 804-591-2035

Martin is a member of the Downstream Energy & Convenience Retail (DER) 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 an Equity Research Associate Analyst with Stifel Nicolaus in the Industrials group. Martin graduated from the University of Richmond where he received a B.S. in Business Administration with a major in Accounting and a concentration in Finance. Additionally, he is a CFA Charterholder and member of the CFA Institute. He is qualified as a FINRA General Securities Representative (Series 7), Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).

Read Full Bio »

Kyle B. Tipping

Analyst ktipping@matrixcmg.com 804-591-2047

Kyle is a member of the Downstream Energy & Convenience Retail (DER) 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 is a CFA Level III candidate.   He is also qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).  

Read Full Bio »

John T. Mickelinc

Analyst jmickelinc@matrixcmg.com 804-591-2046

John is a member of the Downstream Energy & Convenience Retail (DER) 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 is a CFA Level III candidate.  He is qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).  

Read Full Bio »

John R. Mosser

Analyst jmosser@matrixcmg.com 804-591-2036

John is a member of the Consumer & Industrial Products (CIPS) 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, John was a valuation consultant at Dixon Hughes Goodman. John received a BSBA in Finance and Banking from Appalachian State University.  He is also a CFA Level III candidate.   He is qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).

Read Full Bio »

Nathan B. Wah, CPA

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

Nate is a member of the Downstream Energy & Convenience Retail (DER) 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).  

Read Full Bio »

Filip Zigic

Analyst fzigic@matrixcmg.com (667) 217-3328

Filip is a member of the Downstream Energy & Convenience Retail (DER) 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, Filip was an Associate at Morgan Stanley. Filip received a B.S. in Business Administration with a concentration in Finance and a minor in Information Systems, and graduated cum laude from Loyola University Maryland. He has passed all three levels of the CFA Program, and will be awarded the charter upon completion of the required work experience.

Read Full Bio »

Duncan C. Rogers

Analyst drogers@matrixcmg.com 804-591-2066

Duncan is a member of the Consumer & Industrial Products (CIPS) 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.

Read Full Bio »