Stephan J. Weinberger

Stephan J. Weinberger

Analyst-Equity at Matrix Asset Advisors, Inc.

Finance
Consumer Services

Profile

Mr. Stephan J.
Weinberger
, CFA MBA, is a Partner at Matrix Asset Advisors, Inc. He is a Managing Director & Senior Portfolio Manager of Matrix Asset Advisors.
He serves on the Investment Policy Committee.
In addition to investment research, his responsibilities include business development and client service.
He joined the firm in 2010 and has over 35 years of experience in the investment business.
Prior to joining Matrix, Mr. Weinberger 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, he 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.
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.
He is a CFA charterholder.

Stephan J. Weinberger active positions

CompaniesPositionStart
Analyst-Equity 01/01/2010
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Former positions of Stephan J. Weinberger

CompaniesPositionEnd
Portfolio Manager-Equities -
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Training of Stephan J. Weinberger

The University of Colorado Undergraduate Degree
The University of Chicago Masters Business Admin

Experiences
Positions held

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Connections

6

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4

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Linked companies

Private companies2

Finance

Finance

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