General Investing >> Money Manager Interviews >> January 24, 2005


DOUGLAS S. ALTABEF is the Managing Director of Matrix Asset Advisors and is a member of the firm's Investment Policy Committee. He graduated from Columbia College and Harvard Law School and has been active in the investment profession since the early 1980s, following several years in commercial legal practice. He has spent much of his career advising institutional and individual clients on investment strategies, as well as structuring and marketing financial instruments and investments. Mr. Altabef has served as a Director of various private and public companies and is a member of the New York Bar. He appears frequently as a guest on Bloomberg Television and Radio, CNNfn, the financial news affiliate of CNN, and WCBS-AM in New York. Profile
Katz, David A.
David A. Katz, CFA, is Matrix Asset Advisors, Inc.’s President and Chief Investment Officer. He has overall responsibility for the firm’s investment efforts. After initially working at Management Asset Corporation (Westport, CT), Mr. Katz co-founded Value Matrix Management with the late 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 organization into Matrix Asset Advisors. Mr. Katz chairs the Investment Policy Committee and is a Portfolio Manager/Analyst. He appears frequently as a guest on CNBC and Bloomberg Radio. He graduated summa cum laude from Union College with a degree in economics. He also received an MBA from New York University Graduate School of Business. Profile
TWST: Would you start with an overview of Matrix Asset Advisors?

Mr. Altabef: Matrix is an independently owned money management firm in

midtown Manhattan that has been in business since 1986.