Stephan J. Weinberger
Analyst-Equity at Matrix Asset Advisors, Inc.
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
Companies | Position | Start |
---|---|---|
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. | Analyst-Equity | 01/01/2010 |
Former positions of Stephan J. Weinberger
Companies | Position | End |
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Armstrong Shaw Associates, Inc.
Armstrong Shaw Associates, Inc. Investment ManagersFinance Founded in 1984, Armstrong Shaw Associates, Inc. is a registered investment advisor located in New Canaan, Connecticut. The firm provides investment management services to the following types of clients among others: pension and profit sharing plans; endowments and foundations; hospitals; religious organizations; charitable organizations; registered investment companies; trusts and estates; limited partnerships; and individuals and high net-worth individuals. | Portfolio Manager-Equities | - |
Training of Stephan J. Weinberger
The University of Colorado | Undergraduate Degree |
The University of Chicago | Masters Business Admin |
Experiences
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Listed companies
Private companies
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1st degree companies
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Linked companies
Private companies | 2 |
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Armstrong Shaw Associates, Inc.
Armstrong Shaw Associates, Inc. Investment ManagersFinance Founded in 1984, Armstrong Shaw Associates, Inc. is a registered investment advisor located in New Canaan, Connecticut. The firm provides investment management services to the following types of clients among others: pension and profit sharing plans; endowments and foundations; hospitals; religious organizations; charitable organizations; registered investment companies; trusts and estates; limited partnerships; and individuals and high net-worth individuals. | 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 |
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