Our Servicing Team
Our commitment to client service is paired with our deep industry knowledge. Our team is focused on being accurate, responding quickly, and going the extra mile for our clients. Your relationship with Matrix Asset Advisors is with senior members of our firm.
LON F. BIRNHOLZ, Partner
Mr. Birnholz is Senior Managing Director of Matrix Asset Advisors. He oversees Matrix’s fixed income portfolio management and also participates in the firm’s business development and client service efforts. He has been at Matrix since 1995 and serves as the firm’s Chief Financial Officer and is a member of the firm’s Investment Policy Committee. Mr. Birnholz graduated magna cum laude from New York University’s College of Business Administration with a B.S. degree in Accounting and Economics in 1983. He received his MBA in Finance from New York University’s Graduate School of Business Administration in 1987, graduating with distinction. Mr. Birnholz has been actively involved in the investment community since 1983. Prior to joining Matrix, he has held senior level positions at merchant banks including The Jesup Group, Inc., The International Harvest Group, Inc. and Edgewater Partners, Inc. where he focused on making principal investments in private as well as public corporations. In the mid 1980’s, Mr. Birnholz worked in the High Net-Worth Municipal Bond Group at Shearson Lehman Brothers.
STEPHAN J. WEINBERGER, CFA, Partner
Mr. Weinberger is Managing Director/Senior Portfolio Manager of Matrix Asset Advisors. Stephan serves on the Investment Policy Committee. In addition to investment research, his responsibilities include business development and client service. Mr. Weinberger joined the firm in 2010 and has 30 years of experience in the investment business. He received his undergraduate degree in English Literature from the University of Colorado, a Higher Diploma in Anglo Irish Literature from Trinity College, Dublin and an MBA from the University of Chicago. Prior to joining Matrix, Stephan was a Partner at Armstrong Shaw Associates in Connecticut where he was a member of the Investment Committee for 14 years. Prior to joining Armstrong Shaw, Mr. Weinberger was a Partner and Portfolio Manager at Pecksland Associates L. P. and Pine Tree Capital as well as Head of Research at Management Asset Corporation where he worked with David Katz. He is a CFA charterholder.
LISA A. MABEL, Partner
Ms. Mabel joined Matrix Asset Advisors in 2003 as Director of Client Relations. She is responsible for the set up and ongoing support of the firms’ clients, along with being a liaison between Matrix and our brokerage firm custodians. She was promoted to Vice President in 2005. She earned a Bachelor of Arts degree in Sociology with a minor in Business Administration at the University of New York at Albany. Prior to joining Matrix Asset Advisors, she was a Relationship Manager at Charles Schwab & Co., Inc. in several divisions. Ms. Mabel has over 24 years of experience working in the financial industry.
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Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities and is not investment advice. All investments involve risk. Past performance is not an indication of future return. Investment Advisory Services offered through Matrix Asset Advisors, Inc. a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.