Our Team – Bios

We at Matrix Advisors Value Fund 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

Get In Touch Today

10 Bank Street Suite 590

 White Plains, New York 10606

800-366-6223
212-486-2004

email@emailaddress.com

Getting Started

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