Brad Bishop


Brad joined Matter as a partner in early 2012. Though he transitioned to serve as Chief Investment Officer for a single family in St. Louis in 2015, Brad continues to lead the advisory and portfolio management relationship for a number of families at Matter. He is also a member of Matter’s investment committee.

Before his time at Matter, Brad served as director of family office investments at the Commerce Trust Company, where he managed in excess of $1.4 billion of client assets. Earlier in his career, he helped establish the Trust Company at TIAA, managing endowment and planned giving assets, and leading the investment division of its personal wealth management segment.

Brad brings his professionalism and leadership to the St. Louis community through service. He feels fortunate to sit on the investment committee of Forest Park Forever, a nonprofit conservancy that protects and preserves this city gem, which is one of his favorite running spots. Brad also serves on the board of The Friends of KWMU, the local public radio station, and is a former board chair of the Animal Protective Association of Missouri and The Center for Hearing and Speech.

Brad loves getting outside in and around St. Louis. When he’s not heading out for a romp with Roman the dog (his go-to activity), he enjoys exploring the roads less travelled on his gravel bike. In his downtime, you’ll likely find Brad with his nose in an old Ross Macdonald mystery novel.

Maddie Atherton, JD, MBA

Senior Financial Consultant

Kate Awbrey, JD

Associate Director

Ryan M. Blackburn, CFP®, CAP®

Partner, Managing Member

Thierry J. D. Brunel

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

Joshua Davis

Reporting Analyst

Jennifer Z. Disbennett

Manager of Employee Experience

Brian J. Fernandez, JD, CPA

Partner, Managing Member

Lily Hartnett, FPQP

Client Service Consultant

Lisa Y. Hauck, CFP®

Director of Administration

Lauren M. F. Hebel, CFA

Associate Director

Max Hood


Suzanne V. Kasten

Tax Coordinator

Ashley Kastler

Client Service Consultant
We share our knowledge with families and each other and show up every day with curiosity, positivity, and appreciation for the work we do.

Kelsey Keller

Portfolio Reporting Consultant

Adam J. Kerschinske

Financial Consultant

Matthew A. Kuykendall

Director of Technology and Portfolio Operations

Julie Lampe

Client Service Consultant

Katherine B. Lintz, CFP®

Partner, Managing Member

Connie Lucks

Administrative Support

Erin McCloskey, CFP®, CDFA®, MBA

Senior Financial Consultant

Diane Milburn

Manager of Family Education

Connor Mondschein

Reporting Analyst

Molly M. Ortwerth

Financial Consultant

Kirby Ott, MBA

Partner, Managing Member

Patti Peters, IACCP®

Chief Compliance Officer

Lisa Read

Client Service Consultant

Margaux H. Roth, CFP®

Associate Director

Andrew Sebastian, CFA, MBA

Senior Portfolio Management Consultant

Laura M. Slawski, CFP®

Financial Consultant

Cecilia Tarlas

Financial Consultant

Kristin Tracy, CPA

Financial Consultant

Mari Vossen

Administrative Support

Joni Zeis

Project Coordinator