Matthew Roberts

Equity Research Associate

Matthew Roberts is an accomplished finance professional currently serving as an Equity Research Associate at Jefferies since February 2024. Prior to this role, Matthew worked as a Research Analyst at Next Capital Management LLC from July 2019 to December 2023. Previous experience includes a Trading Intern position at Trillium Management, LLC in June 2018, where Matthew provided market analysis and participated in trading competitions, and an internship at Hale Partnership Capital Management in the summer of 2017, focusing on investment analysis. Matthew holds a degree from Indiana University - Kelley School of Business, completed in 2019, and is currently studying at ESCI-UPF. Educational background includes time at Palmer Trinity School from 2012 to 2015.

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