Ned Rollhaus, CFA, MBA

Partner

Ned joined Matter in 2021 and leads our Denver office. He sees himself as a thought partner, coach, and facilitator for Matter families at every stage of their wealth journey and is dedicated to helping families navigate the complexities and responsibilities of wealth over multiple generations. Ned brings exceptional breadth of experience to the firm, blending entrepreneurship and a passion for enhancing people’s lives with financial acumen, most recently from his work as a managing director of investments at Ascent Private Capital Management, a division of U.S. Bank.

Ned was particularly drawn to Matter’s culture of collaboration and our focus on supporting multigenerational families. He believes transparent, intentional communication around wealth and legacy is the secret to family success, and his outlook and priorities align with our commitment to lifelong learning and knowledge sharing. Ned strives to bring empathy, humility, respect, and good humor to everything he does at Matter—and particularly to his work with Matter families.

Ned graduated from Trinity College with a BA in economics and received an MBA from Northwestern University’s Kellogg School of Management. He is also a CFA charter holder and serves as chair of the beneficiary relations committee for a private family trust company. Ned is deeply involved in numerous financial industry organizations and has served on many nonprofit boards, including the Collaboration for Family Flourishing, the Blue Bear School of Music, and the Denver Zoo.

In his free time, Ned loves being with his wife and three children, hiking and skiing in the mountains or walking the dogs around their Denver neighborhood. He also enjoys a good rally on the tennis court and is always on the lookout for an opportunity to improve his mediocre golf game. If he has a moment to himself, Ned likes to find a quiet place and lose himself in a good book.

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