Lon F. Birnholz
Director of Finance/CFO at Matrix Asset Advisors, Inc.
Network origin in Lon F. Birnholz first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
New York University
612
| College/University | Other Consumer Services | 612 |
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.
8
| Private Company | Investment Managers | 8 |
Matrix Advisors Funds Trust
 Matrix Advisors Funds Trust Matrix Advisors Funds Trust is an open-end management investment company. The company was founded on July 20, 2016 and is headquartered in New York, NY.
1
| Umbrella Fund | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Lon F. Birnholz via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| IBM | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal | |
General Motors Investment Management Corp.
 General Motors Investment Management Corp. Investment ManagersFinance General Motors Investment Management Corp. (GMIM) is a pension fund manager headquartered in New York City. The firm was founded in 1990 and is a wholly-owned subsidiary of General Motors Asset Management Corp., a holding company that is wholly-owned by General Motors Co. (NYSE: GM). Their clients largely consist of GM-affiliated pension plans (defined benefit and defined contribution employee benefit plans, including ERISA plans), for which GMIM serves as named fiduciary for investment purposes. Other clients includes a registered closed-end investment company, a charitable organization, private investment funds, and certain other governmental and financial entities. | Investment Managers | Corporate Officer/Principal | |
Brown Brothers Harriman & Co. (Investment Management)
 Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| EVERCORE INC. | Investment Banks/Brokers | Chief Investment Officer | |
AllianceBernstein LP
 AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree Undergraduate Degree Graduate Degree Graduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Moody's Investors Service, Inc.
 Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Corporate Officer/Principal Corporate Officer/Principal Analyst-Fixed Income | |
Sidoti & Co. LLC
 Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Investment Banks/Brokers | Chief Executive Officer Analyst-Equity | |
| Boston College | College/University | Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Masters Business Admin | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree | |
| Hampshire College | College/University | Undergraduate Degree | |
| The University of Chicago | College/University | Undergraduate Degree Masters Business Admin Doctorate Degree | |
| Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| Pace University | College/University | Undergraduate Degree Undergraduate Degree Director/Board Member | |
| Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
Debevoise & Plimpton LLP
 Debevoise & Plimpton LLP Miscellaneous Commercial ServicesCommercial Services Debevoise & Plimpton LLP provides legal services. It serves in the areas of restructurings and bankruptcy litigations, antitrust, corporate governance and environment, taxation, mergers and acquisitions, derivatives, structured finance and capital markets, aviation practice, consumer finance, banking and insurance transactions, data security, investment management, healthcare compliance and employment litigation. The company was founded in 1931 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Equinox Capital, Inc.
 Equinox Capital, Inc. Investment ManagersFinance Equinox Capital Inc (Equinox Capital) is a Private Equity firm founded in 1996 by Steven C. Rodger. The firm is headquartered in Greenwich, Connecticut. | Investment Managers | Private Equity Investor | |
| Universidad Nacional de Colombia | College/University | Graduate Degree | |
Assured Guaranty Municipal Corp.
 Assured Guaranty Municipal Corp. Investment ManagersFinance Assured Guaranty Municipal Corp. provides financial services the focuses on municipal bonds and international infrastructure financing. It offers public finance, global infrastructure, global structured finance, and reinsurance. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
Government Finance Officers Association
 Government Finance Officers Association Miscellaneous Commercial ServicesCommercial Services The Government Finance Officers Association (GFOA) is a professional organization that represents over 22,000 public finance officers throughout the United States and Canada. The GFOA is based in Chicago, IL and has more than 21,000 members from cities, counties, towns, school districts, state, provincial, the federal government, and other special districts in the United States and Canada. The GFOA's mission is to advance excellence in government finance by providing best practice guidance, leadership, professional development, resources and tools, networking opportunities, award programs, and advisory services. The organization is dedicated to the sound management of government financial resources and provides professional development opportunities to more than 12,000 state and local finance professionals each year. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Universidad de San Buenaventura | College/University | Corporate Officer/Principal | |
| Kaia Investment Management | Corporate Officer/Principal | ||
| New York Law School | College/University | Graduate Degree Graduate Degree | |
| American Capital Access, Inc. | Corporate Officer/Principal | ||
Evercore Trust Co. NA (Invt Mgmt)
 Evercore Trust Co. NA (Invt Mgmt) Investment ManagersFinance Evercore Trust Co. NA (Investment Management) (Evercore-IM) is the investment management division of Evercore Trust Co. NA, a national trust bank headquartered in New York City. They are ultimately owned by Evercore, Inc. (NYSE: EVR). Evercore-IM was founded in 2009 following Evercore Partners' acquisition of US Trust's Special Fiduciary Services business from Bank of America. The firm provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans. They provide ongoing discretionary responsibility for qualified and non-qualified employee benefit plans, such as defined benefit pension plans, VEBAs, ESOPs, 401(k) plans, profit-sharing plans, and rabbi trusts. | Investment Managers | Chief Investment Officer | |
Constructora I Melendez SE
 Constructora I Melendez SE Engineering & ConstructionIndustrial Services Constructora I Melendez SE provides construction services. The company was founded in 1969 and is located in Puerto Rico | Engineering & Construction | Director/Board Member | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment Banks/BrokersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Banks/Brokers | Analyst-Fixed Income | |
| The University of North Carolina at Charlotte | College/University | Doctorate Degree Masters Business Admin | |
Build America Mutual Assurance Co.
 Build America Mutual Assurance Co. Financial ConglomeratesFinance Build America Mutual Assurance Co. is an insurance company that provides durable and transparent protection against default while acting as an industry utility providing efficient funding and savings for issuers who provide essential public infrastructure. The company is based in New York, NY. The company offers BAM GreenStar Municipal Bonds for high-quality infrastructure investments that help reduce water and air pollution and support sustainable development. More than $500 million of insured bonds trade in the secondary market each week, with block sizes ranging from $5,000 to several million dollars. The company was founded by Robert Phillips Cochran. Séan W. McCarthy has been the CEO of the company since 2012. | Financial Conglomerates | Director/Board Member | |
| Edificio Aseguradora Del Valle | Director/Board Member | ||
| Aseguradora Del Valle | Corporate Officer/Principal | ||
National Federation of Municipal Analysts
 National Federation of Municipal Analysts Miscellaneous Commercial ServicesCommercial Services The National Federation of Municipal Analysts is an organization that aims to promote professionalism in municipal credit analysis. The non-profit company is based in Pittsburgh, PA. | Miscellaneous Commercial Services | Director/Board Member | |
Constructora Meltzer SA
 Constructora Meltzer SA Engineering & ConstructionIndustrial Services Constructora Meltzer SA provides construction services. The private company is based in San Jose, Costa Rica. | Engineering & Construction | Director/Board Member | |
| Banco Andino Colombia SA | Chairman | ||
Leasing Corficolombiana SA
 Leasing Corficolombiana SA Finance/Rental/LeasingFinance Founded in 1988, Leasing Corficolombiana SA is a financing services company that is part of Corporación Financiera Colombiana SA. The company is based in Bogota, Colombia. | Finance/Rental/Leasing | Director/Board Member | |
| Flexible Plastics, Inc. | Director/Board Member | ||
Demetria Ltd.
 Demetria Ltd. Packaged SoftwareTechnology Services Demetria Ltd. develops AI tools for coffee quality assurance. The company is based in Tel Aviv, Israel. The Israeli company was founded in 2018 by Eduardo Shoval, Yori Nelken, Felipe Ayerbe Muñoz, Salomon Kassin T. Felipe Ayerbe Muñoz has been the CEO since 2018. | Packaged Software | Chief Executive Officer | |
Davidoff Group Ltd.
 Davidoff Group Ltd. Medical/Nursing ServicesHealth Services The Davidoff Group Ltd. provides insurance, healthcare, and assistance services. Its portfolio includes Femi Premium, MedSave HealthCare, Orbix Medical, Effective Solutions, and Dr Pach Auto Repair Garages. The company was founded by Rony Davidoff in 1985 and is headquartered in Tel Aviv, Israel. | Medical/Nursing Services | Director/Board Member | |
Jackson Square Aviation LLC
 Jackson Square Aviation LLC Aerospace & DefenseElectronic Technology Jackson Square Aviation LLC engages in the provision of commercial aircraft services. It provides fleet and financial solutions such as leaseback financing, PDP financing, new aircraft placements, and leasing solutions. The company was founded in 2010 and is headquartered in San Francisco, CA. | Aerospace & Defense | Corporate Officer/Principal |
Statistics
International
| United States | 38 |
| Colombia | 7 |
| Israel | 3 |
| France | 2 |
| Costa Rica | 2 |
Sectoral
| Consumer Services | 18 |
| Finance | 15 |
| Commercial Services | 5 |
| Technology Services | 3 |
| Industrial Services | 3 |
Operational
| Corporate Officer/Principal | 167 |
| Director/Board Member | 151 |
| Undergraduate Degree | 100 |
| Graduate Degree | 51 |
| Masters Business Admin | 49 |
Most connected contacts
| Insiders | |
|---|---|
| Chong Chee Lui | 36 |
| Felipe Ayerbe Muñoz | 23 |
| Poh Hong Tan | 18 |
| David Rodriguez | 17 |
| Dennis Brown | 17 |
| Kevin Edward Parker | 15 |
| Oded Levy | 14 |
| Christopher O'Leary | 13 |
| Rich Johnson | 12 |
| Tomás Spurný | 12 |
| Anthony Brent Elam | 12 |
| Carey G. Birmingham | 11 |
| Robert Howard Steinfeld | 10 |
| Alan Halfenger | 10 |
| Michael P. Sabanos | 10 |
- Stock Market
- Insiders
- Lon F. Birnholz
- Company connections
