David A. Katz
Directeur Général chez Matrix Asset Advisors, Inc.
Profil
Mr. David A.
Katz, CFA MBA, is a President & Chief Investment Officer at Matrix Advisors Value Fund, Inc., a President & Chief Investment Officer at Matrix Asset Advisors, Inc. and a President, Treasurer & Trustee at Matrix Advisors Funds Trust.
He is on the Board of Directors at Matrix Advisors Funds Trust.
He has overall responsibility for the firm’s investment efforts.
He co-founded Value Matrix Management on 1986.
He chairs the Investment Policy Committee and is a Portfolio Manager/Analyst.
He graduated summa cum laude from Union College with a Bachelor of Arts degree in Economics.
He received a Master of Business Administration degree, with a concentration in Finance, from New York University Graduate School of Business in 1987, graduating with distinction.
Postes actifs de David A. Katz
| Sociétés | Poste | Début |
|---|---|---|
Matrix Asset Advisors, Inc.
 Matrix Asset Advisors, Inc. Investment ManagersFinance Matrix Asset Advisors, Inc. (Matrix) is an independent registered investment advisor headquartered in White Plains, New York. The firm was founded by David A. Katz in 1986. Matrix manages money for individuals, families, endowments, foundations, and retirement plans. | Directeur Général | 01/01/1986 |
| Matrix Advisors Value Fund, Inc. | President | 05/05/2011 |
Matrix Advisors Funds Trust
 Matrix Advisors Funds Trust Matrix Advisors Funds Trust is an open-end management investment company. The company was founded on July 20, 2016 and is headquartered in New York, NY. | President | - |
Formation de David A. Katz
| New York University | Masters Business Admin |
| Union College (New York) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Matrix Asset Advisors, Inc.
Matrix Asset Advisors, Inc. Investment ManagersFinance Matrix Asset Advisors, Inc. (Matrix) is an independent registered investment advisor headquartered in White Plains, New York. The firm was founded by David A. Katz in 1986. Matrix manages money for individuals, families, endowments, foundations, and retirement plans. | Finance |
| Matrix Advisors Value Fund, Inc. | Finance |
Matrix Advisors Funds Trust
Matrix Advisors Funds Trust Matrix Advisors Funds Trust is an open-end management investment company. The company was founded on July 20, 2016 and is headquartered in New York, NY. |