Matthew Brotman

Director - Investment Banking at JonesTrading

Matthew Brotman has a diverse work experience in the finance industry. Matthew began their career as an intern at MLV & Co in 2013 and later interned at Resource Real Estate in 2012. Matthew then joined MLV & Co again in 2014 as a Financial Services Research Associate. In 2015, they transitioned to FBR as a Senior Equity Research Associate in the Financial Services sector. Matthew then moved to B. Riley FBR, Inc. in 2017 as an Investment Banking Analyst and later became an Investment Banking Associate. Currently, they are working at JonesTrading, where they started as an Investment Banking Senior Associate in 2018 and has since been promoted to Vice President Investment Banking. Recently, they have taken on the role of Director - Investment Banking.

Matthew Brotman obtained a Bachelor of Arts (BA) degree in Economics from the University of Pennsylvania, where they studied from 2010 to 2014. Matthew also holds several certifications from the Financial Industry Regulatory Authority (FINRA), including the Series 63, Series 7, Series 79, Series 86, and Series 87.

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Timeline

  • Director - Investment Banking

    January, 2023 - present

  • Vice President Investment Banking

    July, 2020

  • Investment Banking Senior Associate

    May, 2018