Key Points

  • Katz has over 20 years of experience in the investment industry and has a bachelor's degree in economics and a master's degree in business administration.
  • Matrix Asset Advisors is known for its focus on value-oriented investment strategies and has a strong track record of generating returns for clients.
  • Katz is active in the investment community and regularly contributes to industry publications and conferences.

David Katz is the president and Chief Investment Officer of Matrix Asset Advisors, a New York-based investment management firm that provides a range of investment services to individual and institutional clients. Katz has been with the firm for over 20 years, and has played a key role in its growth and success.

Prior to joining Matrix Asset Advisors, Katz worked as an analyst at Oppenheimer & Co. and Bear Stearns & Co. He has a bachelor's degree in economics from Tufts University and a master's degree in business administration from Columbia Business School.

Matrix Asset Advisors

Under Katz's leadership, Matrix Asset Advisors has become known for its focus on value-oriented investment strategies. The firm has a strong track record of generating returns for its clients, and has garnered a reputation for its expertise in a number of areas, including small-cap and mid-cap stocks, as well as international and emerging markets.

In addition to his work at Matrix Asset Advisors, David Katz is also active in the broader investment community. He is a regular contributor to industry publications and conferences, and is often sought out by the media for his insights on the markets and economy.

With TickerTracker.io, investors can easily track Katz's portfolio and stay up-to-date on his investment activity. The platform allows users to configure alerts, so they can receive notifications when Katz's portfolio is updated. This can be useful for investors who want to follow in his footsteps and potentially benefit from the same investment opportunities.

David Katz is a seasoned and successful investment professional, known for his expertise in value-oriented investment strategies and his ability to generate strong returns for his clients.


David Katz

David Katz

David Katz is the CEO and CIO of Matrix Asset Advisors, a financial services firm that provides asset management and investment advice to individuals and institutions. Katz has over 30 years of experience in the financial industry and is known for his expertise in value investing.
Track David Katz's portfolio