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

Kate Awbrey, JD

Associate Director

Ryan M. Blackburn, CFP®, CAP®

Partner, Managing Member

Thierry J. D. Brunel

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

Reporting Analyst

Jennifer Z. Disbennett

Manager of Employee Experience

David Ettenson

Financial Consultant

Brian J. Fernandez, JD, CPA

Partner, Managing Member

Lily Hartnett, FPQP

Client Service Consultant

Lisa Y. Hauck, CFP®

Director of Administration

Lauren M. F. Hebel, CFA

Associate Director

Max Hood

Analyst

Suzanne V. Kasten

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

Client Service Consultant

Kelsey Keller

Portfolio Reporting Consultant

Adam J. Kerschinske

Financial Consultant

Matthew A. Kuykendall

Director of Technology and Portfolio Operations

Julie Lampe

Client Service Consultant

Katherine B. Lintz, CFP®

Partner, Managing Member

Connie Lucks

Administrative Support

Erin McCloskey, CFP®, CDFA®

Senior Financial Consultant

Diane Milburn

Manager of Family Education

Connor Mondschein

Reporting Analyst

Kirby Ott, MBA

Partner, Managing Member

Patti Peters, IACCP®

Chief Compliance Officer

Lisa Read

Client Service Consultant

Margaux H. Roth, CFP®

Associate Director

Andrew Sanders

Financial Consultant

Andrew Sebastian, MBA

Senior Portfolio Management Consultant

Laura M. Slawski, CFP®

Financial Consultant

Cecilia Tarlas

Financial Consultant

Kristin Tracy, CPA

Financial Consultant

Mari Vossen

Administrative Support

Joni Zeis

Project Coordinator