Profile
Matthew Reader Forgotson worked as a Vice President of Investment Banking at Sandler O'Neill & Partners LP from 2010 to 2020.
Prior to that, he was an Assistant Accounts Executive at Edelman Financial Services LLC in 2008 and a Principal at Center for American Progress in 2007-2008.
He received his undergraduate degree from the University of Michigan in 2007.
Former positions of Matthew Reader Forgotson
Companies | Position | End |
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Sandler O'Neill & Partners LP
Sandler O'Neill & Partners LP Investment Banks/BrokersFinance Founded in 1988, Sandler O'Neill & Partners LP is a broker/dealer headquartered in New York City. The firm is a subsidiary of Sandler O'Neill & Partners Corp. and their ultimate parent is SOP Holdings LLC. Sandler O'Neill & Partners' Equity Sales & Trading team seeks to enhance liquidity, execute complex transactions, distribute securities and provide institutional investor exposure for hundreds of financial institutions. Sandler O'Neill is a market maker for over 425 NASDAQ financial stocks and trades equities on all active exchanges including the NYSE, NASDAQ, OTC Bulletin Board and Pink Sheets. They work with CEOs, CFOs and management teams on corporate buybacks, portfolio valuations, rebalancings and liquidations. Sandler O'Neill publishes detailed equity research on approximately 270 financial services companies. They primarily cover small- and mid-sized companies that are not widely followed by large Wall Street firms. Their research coverage focuses on the following industries: (1) banks and thrifts (2) specialty finance and credit card companies (3) asset management (4) e-Finance (5) investment banking firms and broker/dealers (6) REITS (7) mortgage REITs and (8) insurance. | Analyst-Equity | 2020-01-05 |
Edelman Financial Services LLC
Edelman Financial Services LLC Investment ManagersFinance Edelman Financial Services LLC provides investment advice. The company was founded by Fredric Mark Edelman in 1987 and is headquartered in Fairfax, VA. | Corporate Officer/Principal | 2008-11-29 |
Center for American Progress
Center for American Progress Miscellaneous Commercial ServicesCommercial Services The Center for American Progress is an advocacy organization. The non-profit company is based in Washington. The American company was founded by John D. Podesta. Patrick Gaspard has been the CEO of the company since 2021. | Corporate Officer/Principal | 2008-01-30 |
Training of Matthew Reader Forgotson
University of Michigan | Undergraduate Degree |
Experiences
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Private companies
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1st degree companies
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Private companies | 3 |
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Sandler O'Neill & Partners LP
Sandler O'Neill & Partners LP Investment Banks/BrokersFinance Founded in 1988, Sandler O'Neill & Partners LP is a broker/dealer headquartered in New York City. The firm is a subsidiary of Sandler O'Neill & Partners Corp. and their ultimate parent is SOP Holdings LLC. Sandler O'Neill & Partners' Equity Sales & Trading team seeks to enhance liquidity, execute complex transactions, distribute securities and provide institutional investor exposure for hundreds of financial institutions. Sandler O'Neill is a market maker for over 425 NASDAQ financial stocks and trades equities on all active exchanges including the NYSE, NASDAQ, OTC Bulletin Board and Pink Sheets. They work with CEOs, CFOs and management teams on corporate buybacks, portfolio valuations, rebalancings and liquidations. Sandler O'Neill publishes detailed equity research on approximately 270 financial services companies. They primarily cover small- and mid-sized companies that are not widely followed by large Wall Street firms. Their research coverage focuses on the following industries: (1) banks and thrifts (2) specialty finance and credit card companies (3) asset management (4) e-Finance (5) investment banking firms and broker/dealers (6) REITS (7) mortgage REITs and (8) insurance. | Finance |
Edelman Financial Services LLC
Edelman Financial Services LLC Investment ManagersFinance Edelman Financial Services LLC provides investment advice. The company was founded by Fredric Mark Edelman in 1987 and is headquartered in Fairfax, VA. | Finance |
Center for American Progress
Center for American Progress Miscellaneous Commercial ServicesCommercial Services The Center for American Progress is an advocacy organization. The non-profit company is based in Washington. The American company was founded by John D. Podesta. Patrick Gaspard has been the CEO of the company since 2021. | Commercial Services |
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