Joshua Davis

Senior Reporting Analyst

Josh joined the St. Louis office in 2019, bringing experience from internships at Merrill Lynch Private Banking & Investment Group and Argent Capital Management. His interest in finance and top-notch analytical skills make him a great fit for Matter, where he supports trading, rebalancing, and portfolio construction execution for our families.

Before earning his BS in finance, with a concentration in financial analysis, from St. Louis University, Josh spent four years in the United States Marine Corps Infantry. His time in the service taught him the value of teamwork, and he particularly enjoys the collaborative culture at Matter.

A St. Louis native, Josh enjoys watching the Cardinals and the Blues and spending time with family in the area. He also likes to be outdoors—camping, fishing, and hiking—and prioritizes activities and hobbies that are relaxing and fun. He’s an avid reader, as well, and favorite topics include philosophy, theology, and (not surprisingly) investing.

Maddie Atherton, JD, MBA

Senior Financial Consultant

Thierry J. D. Brunel

Partner, Chief Investment Strategist

Michael Callahan

Senior Analyst

Cathleen Crews, MBA

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

Senior Reporting Analyst

Jennifer Z. Disbennett

Director - Employee Experience

Brian J. Fernandez, JD, CPA

Partner, Managing Member

Lily Hartnett, FPQP

Senior Client Service Consultant

Lisa Y. Hauck, CFP®

Managing Director of Finance & Operations, Managing Member

Max Hood

Financial Consultant

Luke Jernagan

Director of Family Learning

Karissa Karins

Senior Analyst

Suzanne V. Kasten

Senior Tax Coordinator

Ashley Kastler

Client Service Consultant

Kelsey Keller

Senior Portfolio Reporting 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.

Molly E. Keuss

Client Service Consultant

Matthew A. Kuykendall

Managing Director of Operations & Technology

Julie Lampe

Client Service Consultant

Charles LiMandri

Financial Consultant

Katherine B. Lintz, CFP®

Partner, Managing Member

Connie Lucks

Administrative Support

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

Courtney Pullen

Chief Learning Officer, Advisor

Andrew Sebastian, CFA, MBA

Director - Portfolio Management

Laura M. Slawski, CFP®

Financial Consultant

Cecilia Tarlas

Senior Financial Consultant

Kristin Tracy, CPA

Senior Financial Consultant

Mari Vossen

Administrative Support

Jaron Wagner

Financial Consultant