Servicing Team

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Servicing Team

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Our Servicing Team

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Our commitment to client service is paired with our deep industry knowledge. Our team is focused on being accurate, responding quickly, and going the extra mile for our clients.  Your relationship with Matrix Asset Advisors is with senior members of our firm.

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David A. Katz, CFA, President, CIO, Portfolio Manager Matrix Advisors Value Fund

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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

MATRIX@MATRIXASSETADVISORS.COM

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Getting Started

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Quasar Distributors, LLC is not affiliated and does not distribute other products offered by Matrix Asset Advisors.

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