Charles LiMandri, CFP^®

Chip joined our Dallas office in 2019. A University of Dallas alum, he graduated summa cum laude with a BA in Economics and brings broad experience from internships with Goldman Sachs, a legal defense fund, a private equity search fund, and his alma matter’s Office of Advancement.

Chip’s interest in analysis, finance, and a team-oriented culture drew him to Matter. He enjoys supporting Matter families by providing portfolio data, reporting, and review that helps them build their financial knowledge and make good decisions about everything from investments to cashflow.

When he’s not wrangling Excel spreadsheets, Chip loves spending time making and listening to music—especially folk and punk rock. He plays piano and guitar and is energized by enjoying live music with friends. He’s also a board game fanatic and attends frequent (and competitive) family game nights. An avid LA Chargers fan, Chip looks forward to repeating the title of champion in Matter’s fantasy football league.