Cathleen Crews, MBA

Cathleen joined Matter in 2018 as our first team member in Dallas, bringing great experience from her most recent position as a vice president at J.P. Morgan Private Bank. Her background in private equity, hedge funds, and private banking, and her particular interest in supporting next-gen financial education, make her a perfect fit for Matter. Cathleen enjoys working with multigenerational families to create wealth strategies and plans that align with their values and realize their financial goals.

Cathleen earned her BA in English and communications from Wake Forest University, then went on to earn an MBA with a focus on finance and accounting from Southern Methodist University. She is deeply involved in the Dallas community and serves on the board of Uplift Education, a public charter school system that supports more than 20,000 scholars in the Dallas/Fort Worth area. Cathleen believes education is an answer to social issues of all kinds and is committed to making higher education accessible to young people regardless of their income or background.

In her free time, Cathleen enjoys reading, listening to audio books and podcasts, and cooking for family and friends. She has traveled extensively and appreciates opportunities to see and experience different parts of the world whenever she gets the chance. Above all, Cathleen loves spending time with her large (and loud) extended family in Dallas.