Cathleen joined Matter in 2018 as our first Dallas associate. Her background includes software accounting consulting, alternatives, and private equity experience as well as her most recent position as a Vice President at J.P. Morgan Private Bank in Dallas. Cathleen’s work with her clients at J.P. Morgan, especially in the realm of “next gen” education, piqued her interest in our family office point of view, and she is excited to continue to serve multigenerational families as a member of the Matter team.
Cathleen earned her BA in English and Communications from Wake Forest University and her MBA with a focus on Finance and Accounting from Southern Methodist University. She is deeply involved in the Dallas community, including serving on the board of Uplift Education, a public charter school system serving 18,000 scholars in the Dallas/Fort Worth area, and staying involved with The Hockaday School. Cathleen’s hobbies include reading, listening to audio books and podcasts, trying the latest workout classes, going to SMU football games, and, above all, spending time with her extended family in Dallas.