Jennifer Z. Disbennett

Director - Employee Experience, Shareholder

Matter recruited Jen from Mercer Investment Consulting in 2012, for her deep understanding of investment data and performance reporting for complex private wealth clients. She spent her first eight years at Matter managing the intricacies of hedge funds, private equity, and traditional exchange-traded securities for our families, which she tackled with precision and poise.

In 2019, Jen transitioned to her current role as Matter’s director of employee experience and led the successful rollout of our new project management system. She focuses on making our processes more efficient and effective, and she’s responsible for hiring, training, and supporting Matter associates. Jen also leads our internal culture team, a group tasked with spreading joy across the firm. She’s dedicated to making sure Matter is a place where employees thrive and can do their best work for the families we serve.

Jen graduated from St. Louis University with a BSBA in accounting. Her skill with numbers is rivaled only by her passion for learning languages; she has studied German, Spanish, Chinese, and American Sign Language. She currently serves as President on the board of Perennial, a St. Louis nonprofit dedicated to creative reuse, which appeals to her practicality and her love of crafts. Jen loves creating—whether it’s coloring with her kids, making jewelry, or weaving on a loom—because it relaxes her and the final product always sparks happiness. She also likes to get outside and explore St. Louis neighborhoods and parks with her husband, children, and two dogs.

Kate Awbrey, JD

Managing Director

Karissa Black

Senior Consultant – Communications & Marketing

Jack Boris

Analyst

Thierry J. D. Brunel

Partner, Chief Investment Strategist, Shareholder
Every family we work with gets the very best of Matter. We live our values and build authentic relationships with the families we serve.

Michael Callahan

Senior Financial Consultant

David Dankmyer, JD, LLM

Partner, Shareholder

Joshua Davis

Portfolio Management Consultant

Clara Davis

Client Service Consultant

Jennifer Z. Disbennett

Director - Employee Experience, Shareholder

Isabelle Loyola Garcia

Client Service Consultant

Lily Hartnett, FPQP

Senior Client Service Consultant

Lisa Y. Hauck, CFP®

Partner of Finance & Operations, Managing Member, Shareholder

Lauren M. F. Hebel, CFA

Managing Director, Shareholder

Kelsey K. Herrera

Associate Director of Business Solutions

Mike Holtz, CFP®

Financial 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.

Luke Jernagan

Managing Director of Family Learning, Shareholder

Suzanne V. Kasten

Senior Tax Coordinator

Ashley Kastler

Senior Client Service Consultant

Molly E. Keuss

Senior Client Service Consultant

Matthew A. Kuykendall

Partner - Technology & Operations, Shareholder

Julie Lampe

Financial Consultant

Charles LiMandri, CFP®

Senior Financial Consultant

Katherine B. Lintz, CFP®

Partner, Managing Member, Shareholder

Connie Lucks

Office Coordinator

Lauren Maher, CFP®

Associate Director

J.P. Mahoney

Financial Consultant

Theresa E. McKinster

Administrative & Operations Coordinator

Erin Moore

Senior Analyst

Jessica Neill

Associate Director of Employee Experience

Erin O’Neill

Chief Compliance Officer

Kirby Ott, MBA

Partner, Managing Member, Shareholder

Zenobia Perry

Tax Coordinator/Bill Pay Specialist

Courtney Pullen

Chief Learning Officer, Advisor

Alexander Quinn, CFA

Senior Portfolio Management Consultant

Angelica Ramos

Bill Pay Specialist

Ashley Raskin

Senior Portfolio Reporting Analyst

Marlys J. Raycraft, JD

Partner, Shareholder

Ned Rollhaus, CFA, MBA

Partner, Managing Member, Shareholder

Margaux H. Roth, CFP®

Partner, Shareholder

Joe Schwegel

Financial Consultant

Andrew Sebastian, CFA, CAIA, MBA

Director - Portfolio Management, Shareholder

Jill Spake

Administrative Support

Connor Stelljes

Portfolio Reporting Consultant

Cecilia Tarlas, CFP®

Associate Director

Ashley Ulicni

Administrative Support

Rebecca Wipfler, CFP®

Financial Consultant

Luke Yeager, CPA

Senior Financial Consultant