Matter Team
Kirk Gulliver
Senior Portfolio Reporting Consultant
As part of Matter’s reporting team, Kirk prepares comprehensive quarterly reports, analyzing investment data, tracking portfolio performance, and maintaining data integrity.
Prior to joining IWP in 2024, Kirk spent five years working in investment operations at a private foundation where he was responsible for portfolio management, asset allocation, and investment reporting functions. He has an MS in finance from the University of Denver and a BA from Trinity University in San Antonio.
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We foster a culture of trust, sincerity and enthusiasm at Matter, and we show up every day with curiosity, positivity, and appreciation for the work we do.
We strive to provide the best systems, strategies, and solutions for Matter families by leveraging excellence and innovation.
We work as a team, supporting and collaborating with each other to ensure every family we serve gets the very best of Matter.
We build authentic, trusted relationships with Matter families and aim to exceed expectations with care and consistency.
We believe in the power of life-long learning. We love to build our knowledge and share it with Matter families and each other.