Katherine B. Lintz, CFP®

Partner, Managing Member, Shareholder

Kathy began her career in financial services at Chase Manhattan Bank in New York City. There, she had the opportunity to help develop and deliver one of the first financial education and planning programs in the country at The Chase Exchange. This experience led her to become an early CFP® certificant, and to begin building a fee-only, comprehensive, financial planning practice in St. Louis.

In 1990, with just two employees, Kathy founded the firm that would become Matter Family Office. Her steadfast vision and commitment to the integration of independent investments, deep planning and coordination, family wellbeing, governance, and philanthropy has evolved Matter into a thought-leading multifamily office. Kathy is tremendously grateful to all the talented, dedicated associates at Matter who have shared this vision and helped her realize it over the past three decades.

Kathy works with Matter’s client teams daily and loves building lasting relationships with the complex, multigenerational families we serve. She is also one of four managing members who lead the firm and is responsible for the Matter investment committee and active in evolving our industry-leading family culture and legacy services. As founder, Kathy takes a leadership role in aligning Matter’s values, capabilities, and future efforts with the firm’s core purpose of helping families realize their most important goals in an intentional, integrated, and authentic way.

Kathy spent her formative school years in Westport, Connecticut. She earned a BA in history at Duke University then settled in the New York area to start her financial career. She is a lifelong learner and enjoys building and sharing knowledge across a variety of topics, ranging from finance and investing trends to family psychology and communication.

A contributor to many articles, blogs and industry groups, Kathy is frequently asked to participate as a panelist at industry conferences. She has been quoted in The New York Times, The Wall Street Journal, Barron’s, Bloomberg, Financial Advisor Magazine, Financial Planning Magazine, and other financial publications.

Kathy and her husband moved to St. Louis in 1982, and she is an active member of the community. She is honored to serve as chair of the St. Louis Children’s Hospital Foundation finance committee and dedicated to helping children gain access to lifesaving care regardless of their financial circumstances. She has also been a board member of the St. Louis Boys and Girls Club and the St. Louis Zoo and brings her positive outlook, collaborative nature, and love of helping people to all the causes she supports.

While enjoying rich relationships with Matter families is a huge highlight for Kathy, her first love and priority is her own family—her husband, children, and grandchildren. She is energized by being outdoors and particularly enjoys hiking, tennis, and golf. And, at the end of a long week, Kathy most looks forward to her Saturday morning run with friends.

Maddie Atherton, JD, MBA

Associate Director

Thierry J. D. Brunel

Partner, Chief Investment Strategist, Shareholder

Michael Callahan

Senior Analyst

Cathleen Crews, MBA

Managing Director

David Dankmyer, JD, LLM

Partner, 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.

Joshua Davis

Portfolio Management Consultant

Jennifer Z. Disbennett

Director - Employee Experience, Shareholder

Brian J. Fernandez, JD, CPA

Partner, Managing Member, Shareholder

Charrayle Grayson, SHRM-CP

Human Resources Generalist

Lily Hartnett, FPQP

Senior Client Service Consultant

Lisa Y. Hauck, CFP®

Managing Director of Finance & Operations, Managing Member, Shareholder

Max Hood

Financial Consultant

Jena Ivy

Senior Analyst

Luke Jernagan

Director of Family Learning

Karissa Karins

Financial Consultant

Suzanne V. Kasten

Senior Tax Coordinator
We share our knowledge with families and each other and show up every day with curiosity, positivity, and appreciation for the work we do.

Ashley Kastler

Senior Client Service Consultant

Kelsey Keller

Senior Portfolio Reporting Consultant

Molly E. Keuss

Client Service Consultant

Jennie Kimmel

Administrative Support

Matthew A. Kuykendall

Managing Director of Operations & Technology, Shareholder

Julie Lampe

Senior Client Service Consultant

Charles LiMandri

Financial Consultant

Katherine B. Lintz, CFP®

Partner, Managing Member, Shareholder

Connie Lucks

Administrative Support

Lauren Maher, CFP®

Senior Financial Consultant

Ashley C. Martin, CFP®, MBA

Managing Director, Shareholder

Diane Milburn

Manager of Family Education

Connor Mondschein

Reporting Analyst

Marlys J. Nassau, JD

Managing Director

Molly M. Ortwerth

Senior Financial Consultant

Kirby Ott, MBA

Partner, Managing Member, Shareholder

Patti Peters, IACCP®

Chief Compliance Officer

Courtney Pullen

Chief Learning Officer, Advisor

Alexander Quinn

Portfolio Management Consultant

Ned Rollhaus, CFA, MBA

Partner, Shareholder

Margaux H. Roth, CFP®

Managing Director, Shareholder

Andrew Sebastian, CFA, MBA

Director - Portfolio Management

Laura M. Slawski, CFP®

Financial Consultant

Cecilia Tarlas, CFP®

Senior Financial Consultant

Mari Vossen

Administrative Support

Jaron Wagner, CFP®

Financial Consultant

Kenzie Wilson

Client Service Consultant