Matrix Asset Advisors Inc
Legal Name: MATRIX ASSET ADVISORS INC
Full Contact Details
Matrix Asset Advisors Inc
10 BANK STREET, SUITE 590, WHITE PLAINS, NY
212-486-2004
212-486-1822
Other Info
Matrix Asset Advisors Inc, a DE Corporation, is a reputable firm comprised of 13 employees, 7 of whom operate in advisory roles; the firm serves 3 clients. Having been registered on June 15, 1990, its SEC status is currently approved, making it a reliable and trustworthy financial institution.
Matrix Asset Advisors |
(800) 366-6223 [email protected] Home About About Matrix Why Matrix? Firm Overview Team Investment Philosophy and Process Serving Clients Our Clients Advising Clients Servicing Team Strategies Large Cap Value ESG Large Cap Value Dividend Income ESG Dividend Income Fixed Income Wealth Ma…
Matrix Advisors Value Fund |
(800) 366-6223 [email protected] Home About The Fund Manager About The Fund Manager Investment Process Team About The Fund Fund Portfolio Fund Top 10 Holdings Fund Application and Documents Fund Investment Strategy Investment Performance Market Commentary Recent Commentary Select Page M…
Direct Owners
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CONALL JOHN DUFFIN
VICE PRESIDENT, CHIEF COMPLIANCE OFFICER owns less than 5%
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DAVID ADAM KATZ
PRESIDENT/CHIEF INVESTMENT OFFICER owns more than 50% but less than 75%
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JONATHAN TOM
SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER owns less than 5%
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JORDAN FRASER POSNER
MANAGING DIRECTOR / SENIOR PORTFOLIO MANAGER owns more than 5% but less than 10%
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LISA ARYN MABEL
VICE PRESIDENT, DIRECTOR OF CLIENT RELATIONS owns less than 5%
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LON F BIRNHOLZ
SENIOR MANAGING DIRECTOR/CHIEF FINANCIAL OFFICER owns more than 10% but less than 25%
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SHERRI LYNN HURWITZ
VICE PRESIDENT, HEAD EQUITY TRADER owns less than 5%
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STEPHAN JAN WEINBERGER
MANAGING DIRECTOR/SENIOR PORTFOLIO MANAGER owns less than 5%
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STEVEN ROUKIS
MANAGING DIRECTOR / SENIOR PORTFOLIO MANAGER owns more than 5% but less than 10%
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