Jordan Fraser Posner

Analyst-Equity at

Matrix Asset Advisors, Inc.

Finance

Consumer Services

Profile

Mr. Jordan F.
Posner is a Partner at Matrix Asset Advisors, Inc. He is also a Managing Director & Senior Portfolio Manager of Matrix Asset Advisors where he plays a key role in the firm’s research and portfolio management efforts.
He joined the firm in 2005.
He is also a member of Matrix’s Investment Policy Committee.
Prior to joining Matrix in 2005, Mr. Posner was a principal at David J.
Greene & Co. in New York City, spending 17 years focused on equity research and portfolio management.
Before joining David J.
Greene & Co., he worked at Management Asset Corporation in Westport, CT for two years.
He received his B.S.
(1979) and M.Eng.
(1980) from Rensselaer Polytechnic Institute, and his MBA from the University of Pennsylvania’s Wharton School in 1986.
He is a member of the CFA Institute, New York Society of Security Analysts and the Media and Entertainment Analysts of New York.

Jordan Fraser Posner active positions

Companies	Position	Start
Matrix Asset Advisors, Inc. Matrix Asset Advisors, Inc. Investment ManagersFinance Matrix is a value-driven asset manager which deploys a time-tested, bottom-up approach to fundamental research and portfolio construction. For equities, the firm runs high-conviction, research-based portfolios of 20-40 positions, focused on better companies in better industries with superior management teams. For fixed income, they invest in high quality issuers to provide current income with very low principal risk, and generally focus on short- to intermediate-term maturities.	Analyst-Equity	2004-12-31

All active positions of Jordan Fraser Posner

Former positions of Jordan Fraser Posner

Companies	Position	End
Greene David J & Co. LLC. Greene David J & Co. LLC. Investment ManagersFinance DJG's investment process begins with screening for stocks that are priced significantly below their worth, where a catalyst is likely to move the stocks price in the direction of its intrinsic value. The firm uses in-depth research to invest in US equities that are selling at a significant discount to intrinsic value. DJG thoroughly examines companies with the goal of evaluating underlying economic value and how that value might be passed along to shareholders, particularly by changes in management, financial structure, or business strategy. Equities with high potential are scrutinized in-depth to refine the determination of intrinsic value through comparative peer company valuations, announced transaction pricing and intensive cash flow analysis. Their investment committee monitors portfolio selection and construction. They will sell a stock when the price to intrinsic value gap has significantly narrowed, management changes the strategic plan, the fundamentals deteriorate or the portfolio needs diversification. DJC focuses on small-mid cap companies in across all sectors.	Analyst-Equity	2004-12-30

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Private companies	4
Greene David J & Co. LLC. Greene David J & Co. LLC. Investment ManagersFinance DJG's investment process begins with screening for stocks that are priced significantly below their worth, where a catalyst is likely to move the stocks price in the direction of its intrinsic value. The firm uses in-depth research to invest in US equities that are selling at a significant discount to intrinsic value. DJG thoroughly examines companies with the goal of evaluating underlying economic value and how that value might be passed along to shareholders, particularly by changes in management, financial structure, or business strategy. Equities with high potential are scrutinized in-depth to refine the determination of intrinsic value through comparative peer company valuations, announced transaction pricing and intensive cash flow analysis. Their investment committee monitors portfolio selection and construction. They will sell a stock when the price to intrinsic value gap has significantly narrowed, management changes the strategic plan, the fundamentals deteriorate or the portfolio needs diversification. DJC focuses on small-mid cap companies in across all sectors.	Finance
Matrix Asset Advisors, Inc. Matrix Asset Advisors, Inc. Investment ManagersFinance Matrix is a value-driven asset manager which deploys a time-tested, bottom-up approach to fundamental research and portfolio construction. For equities, the firm runs high-conviction, research-based portfolios of 20-40 positions, focused on better companies in better industries with superior management teams. For fixed income, they invest in high quality issuers to provide current income with very low principal risk, and generally focus on short- to intermediate-term maturities.	Finance
University of Pennsylvania University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Rensselaer Polytechnic Institute Rensselaer Polytechnic Institute Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services