Meet The Team
Investing with a Value Mindset Since 1986
We at Matrix Asset Advisors pride ourselves on building the most cohesive team of key investment professionals. Let’s meet the staff today!
DAVID A. KATZ, CFA, President, CIO
LON F. BIRNHOLZ, Partner
SHERRI HURWITZ, Partner
LISA A. MABEL, Partner
JORDAN F. POSNER, Partner
STEVEN G. ROUKIS, CFA, Partner
JONATHAN TOM, CFA, Partner
STEPHAN J. WEINBERGER, CFA, Partner
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.