David Adam Katz

Employer firm

Matrix Asset Advisors Inc CRD 107408

$1.40B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• CONSULTING AGREEMENT WITH MONEYPAPER ADVISOR INC.

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1986 → Present
  Matrix Asset Advisors Inc
  White Plains, NY

Other Businesses

Union College; 807 Union St, Schenectady, NY 12308; Non-investment related; Since 4/1/2026; Adjunct professor; higher education institution; teaches capital markets, portfolio management, & security analysis class; Devotes 6-10 hours/week and 0 hours during trading hours.

Designations

• Chartered Financial Analyst