Our Team – Bios

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Our Team – Bios

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We at Matrix Advisors Value Fund pride ourselves on building the most cohesive team of key investment professionals. Let’s meet the staff today!

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DAVID A. KATZ, CFA, President, CIO

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LON F. BIRNHOLZ, Partner

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SHERRI HURWITZ, Partner

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LISA A. MABEL, Partner

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JORDAN F. POSNER, Partner

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STEVEN G. ROUKIS, CFA, Partner

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JONATHAN TOM, CFA, Partner

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STEPHAN J. WEINBERGER, CFA, Partner

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Get In Touch Today

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10 Bank Street Suite 590

 White Plains, New York 10606

800-366-6223
212-486-2004

email@emailaddress.com

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Getting Started

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