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Matthew Forgotson has a diverse work experience history. Matthew served as a Trustee at Scarsdale Synagogue Temples Tremont and Emanu-El in 2022. Prior to that, they worked at Performance Trust Capital Partners as a Director for Client Insights & Analytics starting in 2020. From 2009 to 2020, they held various roles at Sandler O'Neill + Partners, L.P., including Director in the Balance Sheet Strategy & Analysis Department, Director of Equity Research, Vice President of Equity Research, and Associate. Additionally, they worked as an Assistant Account Executive at Edelman in 2008 and as a National Security Intern at the Center for American Progress in 2007.

Matthew Forgotson completed their Bachelor of Arts in Political Science and Government at the University of Michigan from 2003 to 2007. Matthew then pursued a Master of Business Administration (M.B.A.) in Finance at Baruch College from 2012 to 2015. Additionally, they obtained various certifications related to finance from FINRA.