Matrix Capital Markets Group Inc. announced two recent promotions, as well as the addition of a new team member.
Founded in 1988, Matrix is an independent, advisory focused, privately-held investment bank headquartered in Richmond, Va. Matrix provides merger and acquisition and financial advisory services for privately-held, private-equity owned and publicly traded companies.
Sean Dooley, CFA, ASA has been promoted to director. He has helped advise on nearly 30 successful transactions since joining Matrix’s Downstream Energy & Convenience Retail Group in 2010.
Dooley holds the Chartered Financial Analyst designation and is a member of the CFA Institute. He is also recognized as an Accredited Senior Appraiser in Business Valuation by the American Society of Appraisers.
Andrew LoPresti, CFA, CPA has been promoted to Vice President. He has been a member of Matrix’s Downstream Energy & Convenience Retail Group since 2012.
During that time, he has been involved in over 20 successful transactions. LoPresti holds the Chartered Financial Analyst designation, is a member of the CFA Institute and is also a Certified Public Accountant.
Matrix is also welcoming Yolanda Williams, CPA as Controller. In her new role, she will be responsible for aspects of the firm’s accounting, banking and financial reporting.
Williams began her career in public accounting with Goodman & Company LLP and more recently served as Controller at Bostwick Laboratories, Inc. and TDBBS LLC. She holds the Certified Public Accountant designation and is a graduate of James Madison University.
“On behalf of everyone at Matrix, I extend my congratulations to both Sean and Andrew on their well-deserved promotions,” said Matrix President Thomas Kelso. “Over their tenures, they have worked extremely hard and have played key roles in providing the absolute best financial advisory and transaction services to our clients. Consistent with our determination to hire top finance talent and promote from within, we look forward to Sean and Andrew continuing to grow their careers at Matrix. In addition, we are very pleased to have Yolanda join the Matrix team. We look forward to working with her and recognizing her future contributions to the firm.”