• Founder and Chief Investment Strategist

    Paul (Feivel) Kirshenbaum is the founder of Portfolio Strategies and has guided the firm’s investment philosophy for over four decades. He directs the firm’s investment strategy and oversees portfolio construction and risk management.

    Dr. Kirshenbaum holds a PhD in Economics and has spent much of his career in academic research and instruction, bringing a rigorous analytical framework to the firm’s investment process. His work emphasizes disciplined decision-making, long-term planning, and the application of economic principles to portfolio strategy.

    As chair of the firm’s investment committee, Dr. Kirshenbaum leads collaborative research and review efforts that inform portfolio positioning and ongoing oversight. His approach reflects a commitment to consistency, diversification, and alignment with client objectives.

  • Chief Operating Officer

    As Chief Operating Officer, Zev Katz oversees the operational and administrative functions of Portfolio Strategies, ensuring efficiency, consistency, and a high standard of client service across the firm. He plays a central role in coordinating internal processes and supporting the day-to-day execution of the firm’s investment operations.

    In addition to his operational responsibilities, Mr. Katz is an active member of the investment team and works directly with clients to support a seamless and well-coordinated advisory experience. He is a Series 65–licensed investment adviser representative.

    Mr. Katz holds a master’s degree in computer science and brings extensive experience in software development and database architecture. He has worked closely with Paul (Feivel) Kirshenbaum for over a decade, contributing to the design and ongoing enhancement of the firm’s analytical and reporting systems that support portfolio oversight and investment strategy implementation.

  • Investment Advisor

    Yisroel Spiegel is an Investment Advisor at Portfolio Strategies, where he is involved in investment research, portfolio review, and the ongoing evaluation of funds and equities aligned with the firm’s investment approach. He works closely with the firm’s investment leadership on daily portfolio monitoring and investment decision-making.

    Mr. Spiegel is Series 65 certified and possesses a detailed understanding of investment products, as well as applicable laws, regulations, and ethical standards. In addition to his research and portfolio responsibilities, he works directly with clients to support the implementation of appropriate investment strategies aligned with their objectives, risk tolerance, and evolving financial circumstances.

  • Director of Sales

    Aron Soifer is the Director of Sales at Portfolio Strategies. In this role, he is responsible for developing and maintaining long-term client relationships, working closely with individuals and families to understand their financial goals, risk tolerance, and investment objectives.

    Mr. Soifer, a Series 65–licensed advisor, plays an active role in guiding clients through the advisory process, helping them navigate portfolio strategy, asset allocation, and ongoing investment decisions. He serves as a consistent point of contact, ensuring clear communication, responsiveness, and a high standard of client service throughout the relationship.

Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.