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
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
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10 Bank Street Suite 590
White Plains, New York 10606
Getting Started
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