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

DAVID A. KATZ, CFA, President, CIO

LON F. BIRNHOLZ, Partner

LON F. BIRNHOLZ, Partner

SHERRI HURWITZ, Partner

SHERRI HURWITZ, Partner

LisaLISA A. MABEL, Partner

LISA A. MABEL, Partner

JORDAN F. POSNER, Partner

JORDAN F. POSNER, Partner

STEVEN G. ROUKIS, CFA, Partner

JONATHAN TOM, CFA, Partner

JONATHAN TOM, CFA, Partner

STEPHAN J. WEINBERGER, CFA, Partner

STEPHAN J. WEINBERGER, CFA, Partner