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Matter Celebrates Nine Promotions

News – 10/23/2020

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At Matter, we strive to bring our best selves to the work we do, with families and each other. As we continue to navigate the opportunities and challenges of this year, in particular, we’re deeply grateful for our exceptional team and for the professionalism, optimism, humor, and resilience Matter employees bring to work every day. 

We’re thrilled to promote nine team members this fall and to celebrate Matter’s continued growth as we toast our 30th year of helping families thrive. 

Joni Zeis, Project Coordinator

Since she joined Matter as an intern in 2018, Joni has been involved with many firm-wide initiatives and has led a variety of projects. 

Cecilia Tarlas, Financial Consultant

Cecilia excels in supporting complex engagements and developing materials for the rising generation. 

Kristin Tracy, Financial Consultant

Over her two years at Matter, Kristen has become known for her strong accounting background and involvement in Matter’s Culture and Legacy committee. 

Andrew Sanders, Financial Consultant

Andrew has a talent for gaining confidence and trust, and he has been a great support to the Investment Committee. 

Kelsey Keller, Portfolio Reporting Consultant

Kelsey ensures Matter’s data is error-free, and she seizes opportunities to lead trainings on many of the systems we use at Matter. 

Kate Awbrey, Associate Director

In the short time Kate has been at the firm, she’s impressed us with her strong ability to lead both Matter team members and client families. 

Ashley Martin, Director

Ashley’s attention to detail has been a great asset for our Wealth Planning and Coordination committee, and she’s helped to streamline many of our internal processes. 

Thierry Brunel, Managing Director

Thierry leads our Investment Committee and has taken a leadership role in training and educating both Matter team members and client families on investment-related topics. 

Kirby Ott, Partner

We couldn’t be more pleased to announce Kirby’s promotion to partner. With more than a decade at Matter, Kirby is known for his leadership on the Wealth Planning and Coordination committee and for continuing to develop and innovate our service model. 

We’re grateful that these stellar individuals have chosen to devote their time and talent to our work with Matter families. Huge congratulations to them all! 

You can learn about our entire Matter team here

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