General Investing >> Money Manager Interviews >> January 3, 2000
DOUGLAS S. ALTABEF graduated with a Bachelor of Arts degree from
Columbia College and a Juris Doctor degree from Harvard Law School. He
practiced corporate trust and estates law at Stroock & Stroock & Lavan
from 1977 until 1982. Since 1982, Mr. Altabef has been active in the
structuring and marketing of sophisticated financial products and
services. He has served as a Managing Director of Lepercq Capital
Partners and as a Corporate Vice President of PaineWebber, where he
provided financial advisory services to brokers and clients. In 1993, he
founded and led Varsity Recreation Holdings, Inc., a recreation and
entertainment company. In 1996, Mr. Altabef joined Matrix Asset Advisors
to direct its investment advisory and business development efforts. He
is also a member of the firm's Investment Policy Committee. Mr. Altabef
has served on the boards of various public and private corporations and
is a member of the New York State Bar. Profile
David A. Katz, CFA, is Matrix Asset Advisors, Inc.’s President and Chief Investment Officer. He has overall responsibility for the firm’s investment efforts. After initially working at Management Asset Corporation (Westport, CT), Mr. Katz co-founded Value Matrix Management with the late John M. Gates in 1986. He served as the firm’s Senior Vice President and Chief Investment Officer and was Head of the Investment Policy Committee. In 1990, he merged Value Matrix Management organization into Matrix Asset Advisors. Mr. Katz chairs the Investment Policy Committee and is a Portfolio Manager/Analyst. He appears frequently as a guest on CNBC and Bloomberg Radio. He graduated summa cum laude from Union College with a degree in economics. He also received an MBA from New York University Graduate School of Business. Profile
TWST: How do you distinguish Matrix Asset Advisors from other moneymanagement firms?
Mr. Katz: Matrix was founded in 1986 to manage assets for individuals
and institutions in the financial