David A. Katz
Chief Executive Officer at Matrix Asset Advisors, Inc.
Profile
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.
David A. Katz active positions
| Companies | Position | Start |
|---|---|---|
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. | Chief Executive Officer | 31/12/1985 |
| Matrix Advisors Value Fund, Inc. | President | 04/05/2011 |
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 | - |
Training of David A. Katz
| Union College (New York) | Undergraduate Degree |
| New York University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
| Matrix Advisors Value Fund, Inc. | Finance |
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 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. |
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