Matrix Asset Advisors

Description

Address: 10 Bank St #590, White Plains, NY 10606 Phone: (212) 486-2004: Hours: Category: Website: : Place name: : : : : Website: http://www.matrixassetadvisors.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Matrix Asset Advisors Inc Posting publicly on the Web Write a review Reviews 1 Google review

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Matrix Asset Advisors Employees

Employee
Years
Job
Industry
Beth Connelly Beth Connelly Camp Hill, Pennsylvania Details
Beth Connelly's Matrix Asset Advisors Experience July 1995 - March 1999
Job Assistant at uFinancial Group
Industry Financial Services
Experience
uFinancial Group  April 2013 - Present
St. Luke Simpson Preschool   August 2009 - May 2011
McNeese State University  September 2001 - January 2004
Bald Head Island Limited  July 1999 - August 2001
Matrix Asset Advisors   July 1995 - March 1999
KeyCorp Mortgage Inc   January 1993 - June 1995

Skills
Project Management, Strategic Planning, Leadership, Microsoft Office, Program Management

Education
McNeese State University   2002 — 2004
Master of Education (MEd), Elementary Education and Teaching

State University of New York College at Brockport   1988 — 1992
Bachelor of Arts (B.A.), International/Global Studies

Eric Rivkin Eric Rivkin Boston, Massachusetts Details
Eric Rivkin's Matrix Asset Advisors Experience May 2013 - July 2013
Job Coop at UBS
Industry Financial Services
Experience
UBS  January 2015 - Present
Standish Mellon Asset Management  January 2014 - Present
Matrix Asset Advisors   May 2013 - July 2013
New York Wizards   November 2008 - April 2012
The Big 3 on 3 Basketball Tournament   August 2008 - August 2011
Town of Huntington Playground Group Camp   2008 - 2011
Town of Huntington Playground Group Camp   2008 - 2011

Skills
Microsoft Word, Microsoft Excel, PowerPoint, Facebook, Project Planning, Accounting, Budgets, Ticket Sales, Social Media, Public Speaking, Microsoft Office, Fundraising, Customer Service, Event Management, Research, Teamwork

Education
Northeastern University   2012 — 2016
Bachelor’s Degree, Finance and Entrepreneurship, 3.45

Adam Whitten Adam Whitten Short Hills, New Jersey Details
Adam Whitten's Matrix Asset Advisors Experience June 2012 - July 2012
Job Associate, Economic and Valuation Services at KPMG US
Industry Financial Services
Experience
KPMG US  July 2015 - Present
Study Abroad Apartments LLC   September 2014 - December 2014
Maryland Sports Properties   August 2014 - December 2014
The Sports Academy  June 2014 - August 2014
16W Marketing, LLC  May 2014 - August 2014
Cumulus Media  January 2014 - January 2014
MWW  June 2013 - August 2013
Minitec Corporation   July 2012 - August 2012
Matrix Asset Advisors   June 2012 - July 2012
JCC MetroWest  June 2012 - July 2012

Skills
PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Marketing, Marketing Communications, Sales, Research, Microsoft Office, Public Speaking, Facebook, Teamwork, Leadership, Social Media Marketing, Social Networking, Finance, Event Management, Financial Analysis, Strategy, Public Relations

Education
University of Maryland - Robert H. Smith School of Business   2011 — 2015
Bachelor of Science (B.S.), Finance and Marketing

Millburn High School   2007 — 2011

Brian Castellana Brian Castellana Greater New York City Area Details
Brian Castellana's Matrix Asset Advisors Experience 2000 - 2006
Job Freight Forwarder at Contamar Shipping Corp
Industry Logistics and Supply Chain
Experience
Contamar Shipping Corp   September 2006 - Present
Matrix Asset Advisors   2000 - 2006
Price Waterhouse Coopers  1998 - 2000

Education
Iona College   1994 — 1998
Finance

Scott Bieker Scott Bieker New York, New York Details
Scott Bieker's Matrix Asset Advisors Experience 1993 - 1995
Job VP Business Operations at ALICE A Life Improving Customer Experience
Industry Computer Software
Experience
ALICE - Hospitality Operations Platform   2015 - Present
Kid Car NY, LLC   2010 - Present
Compliance Science  2014 - 2015
Advent Software  2006 - 2013
east circle solutions, inc.   2003 - 2006
Advent Europe Ltd.   2001 - 2002
Goldman Sachs  2000 - 2001
Advent Software  1995 - 1999
Matrix Asset Advisors   1993 - 1995
Birinyi Associates, Inc.   1992 - 1993

Skills
Mergers, Business Strategy, Investments, Software Development, Software Sales, Product Management, Problem Solving, Process Improvement, Microsoft Technologies, Ruby on Rails, Market Analysis, Salesforce.com, CRM, Asset Managment, Microsoft SQL Server, Start-ups, Cloud Computing, Integration, Product Marketing, Strategy, Management, Agile Methodologies, Product Development, SaaS, Executive Management, Enterprise Software, Strategic Partnerships, Sales, Asset Management

Education
University of Nebraska-Lincoln   1988 — 1992
BS, Finance, Economics

Lisa Mabel Lisa Mabel Greater New York City Area Details
Lisa Mabel's Matrix Asset Advisors Experience April 2003 - Present
Job VP / Director of Client Relations at Matrix Asset Advisors, Inc.
Industry Financial Services
Experience
Matrix Asset Advisors   April 2003 - Present
Schwab Institutional  August 1998 - December 2002
Charles Schwab  1997 - 1998

Skills
Customer Service, Series 7, Investment Advisory, Electronic Payments, Mutual Funds, Financial Markets, Securities, Investments

Education
State University of New York at New Paltz   1993 — 1997

University at Albany, SUNY   1993 — 1997

Sherri Hurwitz Sherri Hurwitz Greater New York City Area Details
Sherri Hurwitz's Matrix Asset Advisors Experience 1999 - Present
Job Vice President, Equity Trader at Matrix Asset Advisors
Industry Financial Services
Experience
Matrix Asset Advisors   1999 - Present
Matrix Asset Advisors   October 1995 - 1999
Warren Gorham & Lamont  1993 - October 1995

Skills
Equities, Securities, Bloomberg, Investments, Financial Markets

Education
State University of New York College at Oneonta   1988 — 1992
BS, Business Economics

Jonathan Moscou Jonathan Moscou Greater New York City Area Details
Jonathan Moscou's Matrix Asset Advisors Experience February 1996 - October 1999
Job Sales Associate at Interactive Brokers Group
Industry Financial Services
Experience
Interactive Brokers Group  July 2014 - Present
Rhino Trading Partners, LLC   February 2014 - July 2014
Miller Tabak  March 2008 - February 2014
Dreman Value Management  June 2006 - February 2008
Bank One Investment Advisors  October 1999 - October 2004
Matrix Asset Advisors   February 1996 - October 1999

Education
ohio wesleyan   1986 — 1989
BA, Politics & Government

Ohio Wesleyan University   1984 — 1989
BA, Politics & Government

scarsdale high school   1978 — 1982

Skidmore College

Steven Pisarkiewicz Steven Pisarkiewicz Greater New York City Area Details
Steven Pisarkiewicz's Matrix Asset Advisors Experience September 2009 - Present
Job Senior Managing Director, Senior Portfolio Manager at Matrix Asset Advisors
Industry Investment Management
Experience
Matrix Asset Advisors   September 2009 - Present
Bernstein Global Wealth Management  June 2007 - December 2008
Bank of New York Mellon  2003 - 2007
AllianceBernstein  September 1999 - May 2003

Skills
Asset Management, Asset Managment, Equities, Asset, Alternative Investments, Hedge Funds, Asset Allocation, Investments, Investment Management, Fixed Income, Portfolio Management, Mutual Funds, Wealth Management, Securities, Investment Advisory, Investment Strategies, Financial Analysis, Series 7

Education
University of California, Berkeley, Haas School of Business   1973 — 1977
MBA, Marketing Management

University of Missouri-Columbia   1967 — 1972
BS, Industrial Engineerig

Andrew Michaels Andrew Michaels Greater New York City Area Details
Andrew Michaels's Matrix Asset Advisors Experience June 2008 - August 2008
Job Business management
Industry Financial Services
Experience
Barnes and Noble  June 2009 - Present
Garel Stamp Industries   February 2010 - July 2010
Matrix Asset Advisors   June 2008 - August 2008
Eisenhower Park   July 2006 - August 2006

Education
State University of New York at Buffalo - School of Management   2005 — 2009
B.S, Finance

UNIVERSITY AT BUFFALO
Bachelor of Science, Business Administration; Finance concentration

Elliot Zibel, CFA Elliot Zibel, CFA Greater New York City Area Details
Elliot Zibel, CFA's Matrix Asset Advisors Experience June 2002 - January 2006
Job Portfolio Manager, Folger Hill Asset Management
Industry Investment Management
Experience
Folger Hill Asset Management  January 2015 - Present
Pennant Capital Manangement   February 2010 - December 2014
Breeden Capital Management LLC   February 2006 - January 2010
Matrix Asset Advisors   June 2002 - January 2006

Skills
Hedge Funds, Private Equity, Alternative Investments, Equities, Valuation, Equity Research, Asset Management, Financial Modeling, Investments, Due Diligence, Investment Banking, Portfolio Management, Venture Capital, Asset Allocation

Education
Union College   1998 — 2002
BA, Economics

Maryann Dizozza Maryann Dizozza Greater New York City Area Details
Maryann Dizozza's Matrix Asset Advisors Experience April 2000 - June 2003
Job Executive Assistant
Industry Financial Services
Experience
HSBC/First Niagara Bank   February 2012 - Present
Barrett Associates, Inc.   May 2006 - November 2010
Barry Financial Group   July 2004 - November 2005
Matrix Asset Advisors   April 2000 - June 2003
The Hospital for Special Surgery  May 1993 - December 1999

Skills
Exceptional organization, Outstanding client..., Microsoft Word, PowerPoint, Excel, Advent / Moxy, Junxure, Access, Calendar Planning, Handle Multiple Projects, Outstanding time..., Retail, Microsoft Office, Customer Service, Time Management, Software Documentation, Payroll, Microsoft Excel

Education
Hunter College
Psychology

Queensborough Community College
Psychology

Heather Hasso-Schlichting Heather Hasso-Schlichting Greater New York City Area Details
Heather Hasso-Schlichting's Matrix Asset Advisors Experience October 1999 - August 2001
Job Publisher; Blogger at The Mom Connection
Industry Marketing and Advertising
Experience
The Mom Connection   August 2012 - Present
St. Joseph School  December 2011 - August 2012
South Kent School  April 2008 - August 2010
Offie Team   January 2007 - April 2008
The Powderhorn Agency   January 2006 - January 2007
USI Insurance Services  August 2004 - January 2005
OfficeTeam  August 2001 - August 2004
Matrix Asset Advisors   October 1999 - August 2001
College Hoops Today   October 1997 - October 1999
Virginia Economic Development Partnership  January 1997 - October 1997

Skills
Social Media Marketing, Marketing Communications, Digital Marketing, Public Relations, Publishing, Economic Development, Promotions, Event Management, Corporate Communications, Sports Marketing

Education
Mount Saint Mary College   1990 — 1993
B.A. Communication Arts, Marketing/Marketing Management, General, 3.5