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Patti Peters

Compliance and Business Consultant

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Matter was excited to kick off 2015 with Patti joining the team, but no one more so than Lisa, who Patti helps with a variety of responsibilities. Patti has a clear understanding of the variety of operational activities that service our families as well as the intricacies of SEC Compliance and how the two intersect. In addition, her responsibilities at UBS and J.P. Morgan Private Bank developed a strong foundation in HR, budgeting, and automating some daily processes.

Patti earned a BA in Economics from St. Lawrence University. Before starting her civilian career, she served with the 82nd Airborne Division and deployed to Desert Storm/Shield as a Military Intelligence Officer. Service to the country is a family value: Patti’s husband is career Air Force while she remains active in the VFW and is always looking for ways to support veterans’ organizations. Working in our Denver office, Patti enjoys biking, backpacking, urban farming and, as she puts it, “…anything our teenage daughters are willing to include me in.”

Our purpose is helping you fulfill yours.

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