Andrew Sebastian, CFA, MBA

Director - Portfolio Management, Shareholder

Andrew joined Matter’s St. Louis office in 2017, bringing experience in financial modeling and advisory operations from Wells Fargo. His skills in Excel and coding, and his deep knowledge of Matter’s rebalancing and trading systems, are invaluable to our work providing families with exceptional portfolio management and trading solutions.

A lifelong learner, Andrew earned a dual BS in biology and psychology from the State University of New York at Albany, an MS in economics from the State University of New York at Buffalo, and an MBA in finance from Washington University, in St. Louis. He enjoys bringing unique insight to Matter’s work with families and has a knack for making complex ideas simpler and easier to understand.

Andrew’s interests continue to span finance, economics, investing, psychology, biology, and history. He’s an avid reader, with a particular penchant for books by Nassim Taleb, Thomas Sowell, Benjamin Graham, Peter Lynch, and Friedrich Hayek. When he’s not supporting our Matter team (or consumed by a good book) Andrew enjoys rooting for the New York Yankees and quoting Goodfellas.

Elliott Alexander, CPA, CFP®

Senior Financial Consultant

Maddie Atherton, JD, MBA

Associate Director

Thomas Bevington, CFP®

Senior Financial Consultant

Thierry J. D. Brunel

Partner, Chief Investment Strategist, Shareholder

Michael Callahan

Financial Consultant
Every family we work with gets the very best of Matter. We live our values and build authentic relationships with the families we serve.

David Dankmyer, JD, LLM

Partner, Shareholder

Joshua Davis

Portfolio Management Consultant

Jennifer Z. Disbennett

Director - Employee Experience, Shareholder

Lily Hartnett, FPQP

Senior Client Service Consultant

Lisa Y. Hauck, CFP®

Partner of Finance & Operations, Managing Member, Shareholder

Kelsey K. Herrera

Associate Director of Business Solutions

Mike Holtz

Analyst

Jena Ivy

Senior Analyst

Luke Jernagan

Director of Family Learning, Shareholder
We share our knowledge with families and each other and show up every day with curiosity, positivity, and appreciation for the work we do.

Suzanne V. Kasten

Senior Tax Coordinator

Ashley Kastler

Senior Client Service Consultant

Molly E. Keuss

Client Service Consultant

Jennie Kimmel

Administrative Support

Matthew A. Kuykendall

Managing Director of Operations & Technology, Shareholder

Julie Lampe

Senior Client Service Consultant

Charles LiMandri

Financial Consultant

Katherine B. Lintz, CFP®

Partner, Managing Member, Shareholder

Connie Lucks

Senior Administrative Support

Lauren Maher, CFP®

Senior Financial Consultant

Ashley C. Martin, CFP®, MBA

Managing Director, Shareholder

Theresa E. McKinster

Administrative Support

Marlys J. Raycraft, JD

Managing Director, Shareholder

Kirby Ott, MBA

Partner, Managing Member, Shareholder

Zenobia Perry

Tax Coordinator/Bill Pay Specialist

Patti Peters, IACCP®

Chief Compliance Officer

Abby Pitner

Senior Analyst

Courtney Pullen

Chief Learning Officer, Advisor

Alexander Quinn

Portfolio Management Consultant

Ashley Raskin

Reporting Analyst

Isabelle Reckamp

Client Service Consultant

Ned Rollhaus, CFA, MBA

Partner, Managing Member, Shareholder

Margaux H. Roth, CFP®

Managing Director, Shareholder

Joe Schwegel

Senior Analyst

Andrew Sebastian, CFA, MBA

Director - Portfolio Management, Shareholder

Connor Stelljes

Senior Reporting Analyst

Cecilia Tarlas, CFP®

Senior Financial Consultant

Mari Vossen

Senior Administrative Support

Jaron Wagner, CFP®

Financial Consultant

Luke Yeager

Financial Consultant