Lon F. Birnholz
Director of Finance/CFO en Matrix Asset Advisors, Inc. .
Perfil
Mr. Lon F.
Birnholz is Partner at Matrix Asset Advisors, Inc. He is also firm's Managing Director.
He oversees Matrix’s fixed income portfolio management and also participates in the firm’s business development and client service efforts.
He has been at Matrix since 1995 and serves as the firm’s Chief Financial Officer and is a member of the firm’s Investment Policy Committee.
Prior to joining Matrix, he has 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, he worked in the High Net-Worth Municipal Bond Group at Shearson Lehman Brothers.
Mr. Birnholz received a Bachelor of Science in Accounting and Economics, Magna Cum Laude, from New York University’s College of Business Administration and a Master of Business Administration in Finance, with Distinction, from New York University’s Graduate School of Business Administration.
Cargos activos de Lon F. Birnholz
Empresas | Cargo | Inicio |
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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. | Director of Finance/CFO | 01/01/1995 |
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. | Corporate Secretary | - |
Antiguos cargos conocidos de Lon F. Birnholz.
Empresas | Cargo | Fin |
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Edgewater Capital Partners
Edgewater Capital Partners Investment ManagersFinance Edgewater Capital Partners (Edgewater Capital Partners) is a private equity firm founded in 1998 by Christopher F. Childres and Edward L. Sawyer. The firm is headquartered in Cleveland, Ohio. | Corporate Officer/Principal | - |
Shearson Lehman Brothers Holdings, Inc.
Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The private company is based in New York, NY. | Corporate Officer/Principal | - |
Formación de Lon F. Birnholz.
New York University | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
Empresas privadas | 4 |
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Shearson Lehman Brothers Holdings, Inc.
Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The private company is based in New York, NY. | 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 |
Edgewater Capital Partners
Edgewater Capital Partners Investment ManagersFinance Edgewater Capital Partners (Edgewater Capital Partners) is a private equity firm founded in 1998 by Christopher F. Childres and Edward L. Sawyer. The firm is headquartered in Cleveland, Ohio. | 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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