# MATRIX ASSET ADVISORS INC

MATRIX ASSET ADVISORS INC of WHITE PLAINS, NY is an SEC-registered investment adviser.

## Registration

- CRD: 107408
- Type: SEC-registered investment adviser
- SEC file number: 801-36872
- Location: 10 BANK STREET, SUITE 590, WHITE PLAINS, NY, 10606
- Phone: 212-486-2004
- Latest filing: 2026-03-24
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Clients: 12
- Accounts: 650

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other

## Officers, owners & control persons (25)

| Name | Role | Location |
| --- | --- | --- |
| David Adam Katz | PRESIDENT/CHIEF INVESTMENT OFFICER | — |
| Lon F Birnholz | SENIOR MANAGING DIRECTOR/CHIEF FINANCIAL OFFICER | — |
| Steven George Roukis | MANAGING DIRECTOR / SENIOR PORTFOLIO MANAGER | — |
| Jordan Fraser Posner | MANAGING DIRECTOR / SENIOR PORTFOLIO MANAGER | — |
| Stephan Jan Weinberger | MANAGING DIRECTOR/SENIOR PORTFOLIO MANAGER | — |
| Sherri Lynn Hurwitz | VICE PRESIDENT, HEAD EQUITY TRADER | — |
| Lisa Aryn Mabel | VICE PRESIDENT, DIRECTOR OF CLIENT RELATIONS | — |
| Jonathan Matthew Tom | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER | — |
| Jacqueline Algava Mandel | CHIEF COMPLIANCE OFFICER | — |
| PISARKIEWICZ STEVEN | SENIOR MANAGING DIRECTOR; SENIOR MANAGING DIRECTOR/SENIOR PORTFOLIO MANAGER | — |
| WEINBERGER STEPHAN JAN | MANAGING DIRECTOR/SENIOR PORTFOLIO MANAGER | — |
| KATZ DAVID ADAM | PRESIDENT/CHIEF INVESTMENT OFFICER; PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | — |
| ALTABEF DOUGLAS STEVEN | MANAGING DIRECTOR; SENIOR MANAGING DIRECTOR | — |
| BIRNHOLZ LON F | CHIEF FINANCIAL OFFICER; MANAGING DIRECTOR/CHIEF FINANCIAL OFFICER; SENIOR MANAGING DIRECTOR/CHIEF FINANCIAL OFFICER | — |
| ROUKIS STEVEN | MANAGING DIRECTOR / SENIOR PORTFOLIO MANAGER; SENIOR VICE PRESIDENT | — |
| GAETA LAURIE SKINNER | CHIEF COMPLIANCE OFFICER; DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR/DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | — |
| POSNER JORDAN FRASER | MANAGING DIRECTOR / SENIOR PORTFOLIO MANAGER | — |
| GATES JOHN MONTEITH | PRESIDENT EMERITUS | — |
| HURWITZ SHERRI LYNN | VICE PRESIDENT, HEAD EQUITY TRADER | — |
| MABEL LISA ARYN | VICE PRESIDENT, DIRECTOR OF CLIENT RELATIONS | — |
| TOM JONATHAN | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER | — |
| DUFFIN CONALL JOHN | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| ALGAVA MANDEL JACQUELINE | CHIEF COMPLIANCE OFFICER | — |
| ROUKIS STEVEN GEORGE | MANAGING DIRECTOR / SENIOR PORTFOLIO MANAGER | — |
| TOM JONATHAN MATTHEW | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107408/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107408/similar
- Related entities: https://search.stillhousedata.com/firm/107408/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107408

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.