Matter Team
Adrielle Lagda
Senior Analyst - Client Service
Adrielle is known for providing high-touch service to Matter’s client families. He particularly enjoys helping multigenerational families manage the complexities of wealth by leveraging his analytical and project management skills to execute investment, tax, and estate planning strategies.
Adrielle graduated from the University of Colorado Boulder’s Leeds School of Business with a BS in finance. Formerly part of the client advisory team at Pathstone, Adrielle joined IWP’s client service team in 2025.
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We foster a culture of trust, sincerity and enthusiasm at Matter, and we show up every day with curiosity, positivity, and appreciation for the work we do.
We strive to provide the best systems, strategies, and solutions for Matter families by leveraging excellence and innovation.
We work as a team, supporting and collaborating with each other to ensure every family we serve gets the very best of Matter.
We build authentic, trusted relationships with Matter families and aim to exceed expectations with care and consistency.
We believe in the power of life-long learning. We love to build our knowledge and share it with Matter families and each other.