Evergreen Advisors is pleased to announce the addition of Jeff Reed, Morgan Trask, and Jacob DiMattia into our Location Strategies Practice.
“We are excited for the expansion to our Location Strategies team. These key new hires play a critical role in our ability to serve our growing roster of clients and additional projects. Jeff brings over 30 years of experience in location analysis, site selection, and business incentive service combined with Morgan and Jacob’s analytic backgrounds; they are all tremendous assets to our clients”, Shelley Lombardo, Chief Operating Officer.
Jeff Reed: Joins as a Director in Evergreen Location Strategies’ Practice. He has more than 30 years of experience in location analysis, site selection, and business incentive service. Jeff is skilled at securing, negotiating, and implementing economic incentives such as cash grants, tax abatements, PILOT agreements, sales tax sharing agreements, employee training grants, payroll rebates, sales and use tax refunds, utility benefits, and other economic incentives for his clients.
Morgan Trask: Joins as an Analyst from Evergreen’s Investment Banking Team. Prior to Evergreen, Morgan worked with LCG Advisors in Tampa, FL, where she worked on due diligence, investment banking, risk mitigation, and other select advisory services.
Jacob Di Mattia: Joins Evergreen as an Analyst in the Location Strategies Practice. Before Evergreen Advisors, Jacob was with Bank of America Merrill Lynch as a Financial Solutions Advisor. He started his career at JPMorgan Chase as a financial control analyst.
Evergreen’s Location Strategies assists in private and public companies with short and long term location strategy, supply chain optimization, site selection, and in the strategy, structuring, and negotiation of various economic incentives (i.e., tax credits, abatements, grants, loans, etc.) with state and local governments, agencies, authorities, public/private programs and/or quasi-government entities, as enticements for capital investment and job creation.
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About Evergreen Advisors
Evergreen Advisors is a middle-market investment bank and corporate advisory firm focused on servicing organizations throughout their financial lifecycles to drive successful outcomes.
Securities transactions conducted through Evergreen Advisors Capital/Member FINRA/SIPC.
