Kirby Ott, MBA

Partner, Managing Member, Shareholder

Kirby joined Matter in 2009 and sits in our St. Louis office. With nearly two decades of experience helping families navigate the opportunities and complexities of multigenerational wealth, he has a deep appreciation for the people-first mindset at Matter. Kirby was also drawn to our firm’s collaborative culture and believes it’s foundational to the relationships we build Matter families.

A partner and member of Matter’s board of managers, Kirby is responsible for leading the internal collaboration that integrates our service areas and ensures the families we serve have exceptional, comprehensive Matter experiences. He has deep technical expertise in investment management and portfolio construction, liquidity planning, and family communication and enjoys applying his knowledge to the Matter investment committee.

Before joining Matter, Kirby earned a finance degree from the University of Missouri and an MBA from Washington University (where he also met his lovely wife). He is passionate about connecting with and giving back to the St. Louis community and focuses his volunteer efforts on organizations that seek to improve people’s daily lives. Currently, Kirby serves on the finance and investment committees of the Boys & Girls Club of Greater St. Louis and the finance committee of College Bound.

When he’s not working, Kirby prioritizes activities that help him relax and stay present, like practicing yoga, golfing, and going for bike rides with his wife and two children. He also plays hockey (perhaps less frequently than he’d like) and enjoys traveling and simply spending with his family—which includes a German short-haired pointer, just to keep things interesting.

Elliott Alexander, CPA, CFP®

Senior Financial Consultant

Thomas Bevington, CFP®

Senior Financial Consultant

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

Financial Consultant

David Dankmyer, JD, LLM

Partner, Shareholder

Clara Davis

Client Service Consultant

Joshua Davis

Portfolio Management Consultant

Jennifer Z. Disbennett

Director - Employee Experience, Shareholder

Isabelle Loyola Garcia

Client Service Consultant

Lucy Gardner, CFP®

Associate Director

Lily Hartnett, FPQP

Senior Client Service Consultant

Lisa Y. Hauck, CFP®

Partner of Finance & Operations, Managing Member, Shareholder

Lauren M. F. Hebel, CFA

Director, Shareholder

Kelsey K. Herrera

Associate Director of Business Solutions

Mike Holtz, CFP®

Senior Analyst
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

Karissa Karins

Project Manager

Suzanne V. Kasten

Senior Tax Coordinator

Ashley Kastler

Senior Client Service Consultant

Molly E. Keuss

Senior Client Service Consultant

Matthew A. Kuykendall

Managing Director of Operations & Technology, Shareholder

Julie Lampe

Financial Consultant

Charles LiMandri, CFP®

Senior Financial Consultant

Katherine B. Lintz, CFP®

Partner, Managing Member, Shareholder

Connie Lucks

Senior Administrative Support

Lauren Maher, CFP®

Associate Director

J.P. Mahoney

Senior Analyst

Ashley C. Martin, CFP®, MBA, AEP®

Managing Director, Shareholder

Theresa E. McKinster

Administrative Support

Erin Moore

Analyst

Jessica Neill

Associate Director of Employee Experience

Kirby Ott, MBA

Partner, Managing Member, Shareholder

Zenobia Perry

Tax Coordinator/Bill Pay Specialist

Patti Peters, IACCP®

Chief Compliance Officer

Abby Pitner, CFP®

Financial Consultant

Courtney Pullen

Chief Learning Officer, Advisor

Alexander Quinn

Senior Portfolio Management Consultant

Ashley Raskin

Reporting Analyst

Marlys J. Raycraft, JD

Managing Director, 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

Senior Reporting Analyst

Cecilia Tarlas, CFP®

Associate Director

Mari Vossen

Senior Administrative Support

Luke Yeager, CPA

Senior Financial Consultant