Kirby Ott, MBA

Partner, Managing Member

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.

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