Matter Team
Thomas Itkoff
Thomas joined Matter’s Dallas office in 2026, bringing more than five years of experience serving families in a family office setting. In his previous role at Eagle Bay Family Office, he managed client relationships and coordinated client reporting, insurance renewals, estate planning execution, and portfolio construction. He also brings a background in Creative Planning, where he supported a team that managed more than $500 million in assets in a high-volume, same-day-response environment.
Thomas joined Matter to help families navigate major milestones and the decisions that come with them, drawn to the firm’s integrated approach to wealth management and its people-first culture. His interests span estate and tax planning, investment management, cash flow, and family communication, with a particular focus on education for the rising generation.
Thomas holds a BBA in finance from Villanova University, a certificate in alternative investments from Harvard Business School Online, and a Series 65 designation.
When he’s not working, Thomas enjoys spending time with his wife and their English setter, Archer. He fishes in the Florida Keys, plays both golf and disc golf, and enjoys cooking and exploring new restaurants.