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Matthew Lacy Location
Wellesley, MA, US
Matthew Lacy Work
2026 -now Managing Director Investment Banking @
2011 -2026 Managing Director Investment Banking @
2005 -2009 Investment Banking Associate @
Matthew Lacy Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (MBA) (Accounting and Finance)
2009-2011
Bates College
Bachelor of Arts (B.A.) (Economics)
1999-2003
Matthew Lacy Skills
Investment Banking
Technology
Software
Valuation
Financial Modeling
Corporate Finance
Financial Analysis
Growth Investing
Venture Capital
Private Equity
Finance
Equities
Strategy
Capital Markets
Bloomberg
Capital IQ
Mergers & Acquisitions
IPO
LBO
DCF
Equity Valuation
Due Diligence
Data Analysis
Series 7
Series 63
Banking
Mergers and Acquisitions
Matthew Lacy Summary
Matthew Lacy, based in Wellesley, MA, US, is currently a Managing Director Investment Banking at Wells Fargo. Matthew Lacy brings experience from previous roles at Deutsche Bank and Needham & Company. Matthew Lacy holds a 2009 - 2011 Master of Business Administration (MBA) in Accounting and Finance @ Carnegie Mellon University - Tepper School of Business. With a robust skill set that includes Investment Banking, Technology, Software, Valuation, Financial Modeling and more. Matthew Lacy has 3 emails and 1 mobile phone numbers on RocketReach.
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