Mr. Weinberger is Managing Director/Senior Portfolio Manager of Matrix Asset Advisors. He is a member of the firm’s Investment Policy Committee. In addition to investment research, his responsibilities include business development and client service, and he has been managing dividend income equity portfolios for more than five years. Mr. Weinberger joined the firm in 2010. He received his undergraduate degree in English Literature from the University of Colorado, a Higher Diploma in Anglo Irish Literature from Trinity College, Dublin and an MBA from the University of Chicago. Prior to joining Matrix, Stephan was a Partner at Armstrong Shaw Associates in Connecticut where he was a member of the Investment Committee for 14 years. Prior to joining Armstrong Shaw, Mr. Weinberger was a Partner and Portfolio Manager at Pecksland Associates L. P. and Pine Tree Capital as well as Head of Research at Management Asset Corporation where he worked with David Katz. He is a CFA charterholder.

Mr. Katz is the President and Chief Investment Officer of Matrix Asset Advisors, Inc. ("Matrix"). Mr. Katz is also a research analyst and portfolio manager for Matrix. He co-managed the Matrix Advisors Value Fund from 1996 to 1998. Mr. Katz became the sole portfolio manager in 1998 and has worked in this position until the present. After initially working at Management Asset Corporation (Westport, CT), Mr. Katz co-founded Value Matrix Management with John M. Gates in 1986. He served as the firm's Senior Vice President and Chief Investment Officer and was Head of the Investment Policy Committee. In 1990, he merged Value Matrix Management into Matrix Asset Advisors. Mr. Katz chairs the Investment Policy Committee and is a portfolio manager/analyst. Mr. Katz is also a CFA charter holder. He earned his B.A. degree in Economics, summa cum laude, from Union College and his M.B.A. degree, with a concentration in Finance, from New York University Graduate School of Business.

Mr. Birnholz is Senior Managing Director of the Matrix Asset Advisors, Inc. He has been at the Matrix Asset Advisors, Inc since 1995 and serves as the firm’s Chief Financial Officer and is a member of the firm’s Investment Policy Committee. Mr. Birnholz graduated magna cum laude from New York University’s College of Business Administration with a B.S. degree in Accounting and Economics in 1983. He received his MBA in Finance from New York University’s Graduate School of Business Administration in 1987, graduating with distinction. Mr. Birnholz has been actively involved in the investment community since 1983. Prior to joining the firm, he held senior level positions at merchant banks including The Jesup Group, Inc., The International Harvest Group, Inc. and Edgewater Partners, Inc. where he focused on making principal investments in private as well as public corporations. In the mid 1980’s, Mr. Birnholz worked in the High Net-Worth Municipal Bond Group at Shearson Lehman Brothers.

Mr. Roukis is a Managing Director/Senior Portfolio Manager of the Matrix Asset Advisors, Inc where he plays a key role in the firm’s research and portfolio management efforts. He graduated from the State University of New York at Buffalo with a B.A. in History in 1991. Mr. Roukis received an M.A. in Economics from New York University in 2000. He began his career in 1994 at the Matrix Asset Advisors, is a member of the firm’s Investment Policy Committee, and has been managing dividend income equity portfolios for more than five years. Mr. Roukis is a CFA charter holder, member of the New York Society of Security Analysts and a member of the CFA Institute.

Mr. Posner is Managing Director/Senior Portfolio Manager of Matrix Asset Advisors where he plays a key role in the firm’s research and portfolio management efforts. He joined the firm in 2005. He received his B.S. (1979) and M.Eng. (1980) from Rensselaer Polytechnic Institute, and his MBA from the University of Pennsylvania’s Wharton School in 1986. Prior to joining Matrix in 2005, Mr. Posner was a principal at David J. Greene & Co. in New York City, spending 17 years focused on equity research and portfolio management. Before joining David J. Greene & Co., he worked at Management Asset Corporation in Westport, CT for two years. He is a member of Matrix’s Investment Policy Committee. Mr. Posner is also a member of the CFA Institute, New York Society of Security Analysts and the Media and Entertainment Analysts of New York. Mr. Posner is also licensed as a Professional Engineer in New York state.