Matthew has nearly 20 years of experience in investor relations, equity research, and investment analysis. He is an expert on U.S. banks having covered the industry for more than a decade on the sell-side. Prior to joining Financial Profiles, Matthew ranked among the Top 10 analysts following U.S. Mid-Cap Banks in Institutional Investor magazine's All-America Research Team.
Leveraging his significant experience in equity research, Matthew provides strategic counsel to the firm’s clients on a variety of areas including corporate positioning, valuation issues, M&A communications, shareholder activism, and investor targeting. He is also skilled in preparing companies for IPOs having served as a Joint Bookrunner analyst on several successful IPOs. Matthew has also presented on investor relations best practices to boards of directors and industry associations.
Prior to joining Financial Profiles, Matthew was a Director and Senior Equity Research Analyst at Barclays, where he covered more than 30 U.S. banks. Previously, he served as a Vice President in Equity Research at Lehman Brothers, where he followed the Financial Technology and Business & Professional Services industries.
Matthew graduated magna cum laude with a bachelor's degree in Finance & Business Economics from the University of Notre Dame, holds an MBA from New York University's Leonard N. Stern School of Business and is a Chartered Financial Analyst.
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