Ned Rollhaus, CFA, MBA


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

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

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


Suzanne V. Kasten

Tax Coordinator

Ashley Kastler

Client Service 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.

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®, MBA

Senior Financial Consultant

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

Lisa Read

Client Service Consultant

Margaux H. Roth, CFP®

Associate Director

Andrew Sebastian, CFA, 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