Karissa Black

Senior Consultant – Communications & Marketing

Karissa has had a multifaceted career at Matter. She initially joined our team in 2020, serving as an analyst and then a financial consultant, with a particular penchant for helping multigenerational families navigate complex wealth challenges. After three years in client service roles, she was ready to pivot to an internal position at Matter and is thrilled to support our firm through project management, organizational strategy, marketing, and communications.

Karissa leverages her BS in business administration with a minor in international business and BS in accounting to keep projects on track and support organizational development and change management at Matter. Her experience working directly with families makes her a valuable contributor to our family education offerings, as well, and she enjoys supporting that workstream through intentional communication and content creation.

When she needs to recharge, Karissa heads outdoors. She loves hiking, backpacking, and fly fishing in Colorado’s gorgeous backcountry and also plays pickleball with family and friends. To relax, Karissa reads (usually classic novels or sci-fi thrillers), tries new recipes (with a focus on her favorite: Mexican cuisine), and takes walks with her husband and their dog, Frodo.

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