Thierry J. D. Brunel

Partner, Chief Investment Strategist, Shareholder

Matter welcomed Thierry to the team in 2013, after he packed up his family and seven years of family-office and wealth-management experience and left Washington D.C. for St. Louis. Thierry started his career with a focus on investment research, as a member of the investment strategy group for Convergent Wealth Advisors. There, he was responsible for due diligence and monitoring of investment managers and strategies covering both public and private equities. He transitioned to a role as a client-facing portfolio manager with GenSpring Family Office, where he specialized in portfolio oversight, tactical allocations, and liquidity management for more than 20 families.

At Matter, Thierry taps into his deep expertise in investment strategy to serve as an advisor and thought partner for our families. He also enjoys planning and leading family meetings that cover a range of topics—from family business governance to communication skills to multigenerational investment committees—and supporting families in making strategic, intentional decisions around their wealth. He currently leads the Matter investment committee.

Thierry attended Wake Forest University (where he met his wife) and earned a BA in economics. His casual demeanor cloaks a diverse international background: Born in Hong Kong, he spent his early years in Singapore and Australia before his family moved to the United States. Traveling between Asia, Australia, his father’s native France, and his mother’s native Iowa has given Thierry a deep appreciation for globally diverse perspectives—and fluency in French.

An active member of his community, Thierry currently serves on the investment committee for the Ronald Mc Donald House Charities in St. Louis. A long stay in the NICU when his son was born made Thierry a committed supporter of the organization’s work to provide accommodations for families whose children need intensive care.

When he’s not at work, Thierry likes staying active by playing men’s league hockey, spinning on his Peloton bike, and keeping up with his three children (or at least trying his best). He is a lifelong Cowboys fan and has cheered them on from wherever he’s lived for as long as he can remember. Thierry also enjoys cooking, with a particular focus on grilling as well as sauces and marinades— nods to his American and French heritage. And at the end of the day, he enjoys a good St. Louis microbrew.

Maddie Atherton, JD, MBA

Associate Director

Thierry J. D. Brunel

Partner, Chief Investment Strategist, Shareholder

Michael Callahan

Senior Analyst

Cathleen Crews, MBA

Managing Director

David Dankmyer, JD, LLM

Partner, Shareholder
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

Portfolio Management Consultant

Jennifer Z. Disbennett

Director - Employee Experience, Shareholder

Brian J. Fernandez, JD, CPA

Partner, Managing Member, Shareholder

Charrayle Grayson, SHRM-CP

Human Resources Generalist

Lily Hartnett, FPQP

Senior Client Service Consultant

Lisa Y. Hauck, CFP®

Managing Director of Finance & Operations, Managing Member, Shareholder

Max Hood

Financial Consultant

Jena Ivy

Senior Analyst

Luke Jernagan

Director of Family Learning

Karissa Karins

Financial Consultant

Suzanne V. Kasten

Senior 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

Senior Client Service Consultant

Kelsey Keller

Senior Portfolio Reporting Consultant

Molly E. Keuss

Client Service Consultant

Jennie Kimmel

Administrative Support

Matthew A. Kuykendall

Managing Director of Operations & Technology, Shareholder

Julie Lampe

Senior Client Service Consultant

Charles LiMandri

Financial Consultant

Katherine B. Lintz, CFP®

Partner, Managing Member, Shareholder

Connie Lucks

Administrative Support

Lauren Maher, CFP®

Senior Financial Consultant

Ashley C. Martin, CFP®, MBA

Managing Director, Shareholder

Diane Milburn

Manager of Family Education

Connor Mondschein

Reporting Analyst

Marlys J. Nassau, JD

Managing Director

Molly M. Ortwerth

Senior Financial Consultant

Kirby Ott, MBA

Partner, Managing Member, Shareholder

Patti Peters, IACCP®

Chief Compliance Officer

Courtney Pullen

Chief Learning Officer, Advisor

Alexander Quinn

Portfolio Management Consultant

Ned Rollhaus, CFA, MBA

Partner, Shareholder

Margaux H. Roth, CFP®

Managing Director, Shareholder

Andrew Sebastian, CFA, MBA

Director - Portfolio Management

Laura M. Slawski, CFP®

Financial Consultant

Cecilia Tarlas, CFP®

Senior Financial Consultant

Mari Vossen

Administrative Support

Jaron Wagner, CFP®

Financial Consultant

Kenzie Wilson

Client Service Consultant