Joshua Davis

Portfolio Management Consultant

Josh joined the St. Louis office in 2019, bringing experience from internships at Merrill Lynch Private Banking & Investment Group and Argent Capital Management. His interest in finance and top-notch analytical skills make him a great fit for Matter, where he supports trading, rebalancing, and portfolio construction execution for our families.

Before earning his BS in finance, with a concentration in financial analysis, from St. Louis University, Josh spent four years in the United States Marine Corps Infantry. His time in the service taught him the value of teamwork, and he particularly enjoys the collaborative culture at Matter.

A St. Louis native, Josh enjoys watching the Cardinals and the Blues and spending time with family in the area. He also likes to be outdoors—camping, fishing, and hiking—and prioritizes activities and hobbies that are relaxing and fun. He’s an avid reader, as well, and favorite topics include philosophy, theology, and (not surprisingly) investing.

Elliott Alexander, CPA, CFP®

Senior Financial Consultant

Jack Boris

Analyst

Thierry J. D. Brunel

Partner, Chief Investment Strategist, Shareholder

Michael Callahan

Financial Consultant
Every family we work with gets the very best of Matter. We live our values and build authentic relationships with the families we serve.

David Dankmyer, JD, LLM

Partner, Shareholder

Clara Davis

Client Service Consultant

Joshua Davis

Portfolio Management Consultant

Jennifer Z. Disbennett

Director - Employee Experience, Shareholder

Isabelle Loyola Garcia

Client Service Consultant

Lucy Gardner, CFP®

Associate Director

Lily Hartnett, FPQP

Senior Client Service Consultant

Lisa Y. Hauck, CFP®

Partner of Finance & Operations, Managing Member, Shareholder

Lauren M. F. Hebel, CFA

Director, Shareholder

Kelsey K. Herrera

Associate Director of Business Solutions

Mike Holtz, CFP®

Senior Analyst
We share our knowledge with families and each other and show up every day with curiosity, positivity, and appreciation for the work we do.

Luke Jernagan

Managing Director of Family Learning, Shareholder

Karissa Karins

Project Manager

Suzanne V. Kasten

Senior Tax Coordinator

Ashley Kastler

Senior Client Service Consultant

Molly E. Keuss

Senior Client Service Consultant

Matthew A. Kuykendall

Managing Director of Operations & Technology, Shareholder

Julie Lampe

Financial Consultant

Charles LiMandri, CFP®

Senior Financial Consultant

Katherine B. Lintz, CFP®

Partner, Managing Member, Shareholder

Connie Lucks

Senior Administrative Support

Lauren Maher, CFP®

Associate Director

J.P. Mahoney

Senior Analyst

Ashley C. Martin, CFP®, MBA, AEP®

Managing Director, Shareholder

Theresa E. McKinster

Administrative Support

Erin Moore

Analyst

Jessica Neill

Associate Director of Employee Experience

Erin O’Neill

Compliance

Kirby Ott, MBA

Partner, Managing Member, Shareholder

Zenobia Perry

Tax Coordinator/Bill Pay Specialist

Patti Peters, IACCP®

Chief Compliance Officer

Abby Pitner, CFP®

Financial Consultant

Courtney Pullen

Chief Learning Officer, Advisor

Alexander Quinn

Senior Portfolio Management Consultant

Ashley Raskin

Reporting Analyst

Marlys J. Raycraft, JD

Managing Director, Shareholder

Ned Rollhaus, CFA, MBA

Partner, Managing Member, Shareholder

Margaux H. Roth, CFP®

Partner, Shareholder

Joe Schwegel

Financial Consultant

Andrew Sebastian, CFA, CAIA, MBA

Director - Portfolio Management, Shareholder

Jill Spake

Administrative Support

Connor Stelljes

Senior Reporting Analyst

Cecilia Tarlas, CFP®

Associate Director

Mari Vossen

Senior Administrative Support

Luke Yeager, CPA

Senior Financial Consultant