Matter Family Office
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Matter Family Office Employees
Matter Family Office May 2007 - Present
Moneta Group January 2004 - May 2007
Husch & Eppenberger, LLC January 2002 - January 2004
PricewaterhouseCoopers June 1999 - December 2001
Skills
Finance, Estate Planning, Management, Accounting, Strategic Planning, Financial Analysis, CPA, Due Diligence, Mergers & Acquisitions, Investments
Education
Saint Louis University School of Law 1997 — 2000
JD
Saint Louis University 1993 — 1997
BSBA, Accounting
St. Louis U. High 1989 — 1993
Matter Family Office June 2014 - Present
Matter Family Office June 2014 - Present
Private Group Holdings, LLC. December 2013 - April 2014
Mike Shannon's Grill February 2013 - March 2014
Summit Wealth Management July 2013 - July 2013
Buffalo Wild Wings May 2012 - May 2013
YMCA August 2009 - August 2012
Skills
Research, Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, PowerPoint, Customer Service, Social Media, Public Speaking, English, Windows
Education
Southern Illinois University, Edwardsville 2011 — 2014
Bachelor of Science (B.S.), Business Economics & Finance
Saint Louis University 2010 — 2011
Matter Family Office March 2009 - Present
United Way of Greater St. Louis 2004 - Present
The Private Banking and Investment Group at Merrill Lynch December 2006 - March 2009
Bank of America Private Bank 2002 - 2006
KPMG 1994 - 2002
Skills
Strategic Planning, Investments, Leadership, Management, Finance, Financial Services
Education
Kansas State University 1991 — 1995
BSBA, Accounting
Matter Family Office December 2013 - Present
PwC January 2012 - November 2013
Thomson Reuters September 2007 - March 2010
Education
Washington University in St. Louis 2010 — 2011
Master's of Accounting
Saint Louis University 2000 — 2004
Bachelor of Business Administration (B.B.A.)
Matter Family Office August 2015 - Present
Matter Family Office September 2013 - August 2015
Hazelwood School District August 2012 - May 2013
St. Louis Public Schools August 2009 - June 2012
Teach for America 2009 - 2011
Albemarle County Migrant Aid September 2008 - May 2009
Skills
Piano, Curriculum Design, Teaching, Staff Development, Public Speaking, Research, Fundraising, Editing, Data Analysis, Event Planning, Microsoft Office, Community Outreach, Social Media, French to English, Executive Calendar..., Business Travel
Education
University of Virginia 2005 — 2009
Bachelors, French
University of Missouri-Saint Louis 2009 — 2011
Master's Degree, Secondary Education
Matter Family Office May 2014 - Present
Morphe Biz, Inc. July 2014 - 2015
MasterCard October 2013 - May 2014
MasterCard January 2013 - October 2013
MasterCard March 2007 - December 2012
MasterCard April 2006 - February 2007
MasterCard March 2003 - March 2006
MasterCard March 2001 - February 2003
MasterCard March 1999 - February 2001
MasterCard May 1997 - February 1999
Skills
Enterprise Architecture, ITIL, Business Process..., Integration, PMO, Business Process Design, Data Warehousing, Enterprise Software, Requirements Analysis, Project Management, IT Management, SDLC, Testing, Process Improvement, Pre-sales, Vendor Management, Strategy, Information Security, Information Technology, Requirements Gathering, Business Continuity, Business Analysis, IT Strategy, SharePoint, Software Project...
Education
University of Notre Dame 1986 — 1990
BBA, Management Information Systems
Bowie State University 1994 — 1996
MS, Management - Information Systems
Matter Family Office October 2010 - Present
Cervantes Capital January 2004 - December 2007
Retail & Restaruant Growth Capital 1995 - 2004
Arthur Andersen 1989 - 1994
Skills
Investments, Private Equity, Asset Management, Venture Capital, Portfolio Management, Wealth, Investment Management, Capital Markets, Wealth Management..., Family Office, Financial Advisory, Alternative Investments, Leadership, Hedge Funds, Fund Of Funds, Investment Strategies, Wealth Management, Investment Advisory, Asset Allocation, Mutual Funds, Mergers, High Net Worth...
Education
Southern Methodist University - Cox School of Business 1985 — 1989
B.B.A., Accounting, Minor in Economics
University of Oxford 1987 — 1987
Economics
Matter Family Office January 2006 - Present
PricewaterhouseCoopers 1997 - 2006
Education
Saint Louis University School of Law 1985 — 1988
PwC July 2015 - Present
University of Missouri August 2014 - May 2015
Mortar Board April 2014 - May 2015
Matter Family Office May 2014 - August 2014
University of Missouri April 2013 - May 2014
PwC January 2014 - March 2014
University of Missouri November 2012 - December 2013
University of Missouri March 2013 - October 2013
Monsanto May 2013 - August 2013
Tiger Pantry August 2012 - January 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Accounting, Financial Analysis, Customer Service, Financial Reporting, Teamwork, Access, Team Leadership, Project Management, Solution Implementation, Management, Time Management
Education
University of Missouri-Columbia 2014 — 2015
Master's degree, Accounting
University of Missouri-Columbia 2010 — 2014
Bachelor's degree, Accounting
Matter Family Office March 2014 - Present
M. J. Smith and Associates August 2013 - March 2014
Chrome Asset Management August 2012 - December 2012
Signature Financial Management September 2010 - August 2012
Charles Schwab September 2007 - January 2009
Education
Colorado State University 2001 — 2005
B.A., Sociology, Concentration Criminology
CINCO PROPERTIES, LLC January 2014 - Present
CINCO PROPERTIES, LLC January 2013 - Present
Matter Family Office July 2011 - August 2013
Des Peres Hospital March 2011 - November 2011
Anheuser-Busch InBev March 1979 - July 2011
Anheuser-Busch 1979 - 2011
JC Penney October 1989 - May 1991
Skills
Real Estate, Real Estate Transactions, Bank Reconciliation, Commercial Real Estate, National Association of..., St. Louis Association..., Property Management, Special Event Planning, Rent Manager, Rent Roll, Office Management, Party Planning, Private Party, Customer Service, Executive..., Administrative..., Expense Reports, Calendars, Outlook, Office Administration, Lotus Notes, Spreadsheets, Concur, Confidentiality, Human Resources, Access, Retail, Boating, Interior Decorating
Education
Hickey College
Matter Family Office March 2012 - Present
Animal Protective Association of MO March 2007 - Present
The Center for Hearing & Speech 1999 - Present
The Commerce Trust Company September 2004 - March 2011
TIAA-CREF 1998 - 2004
TIAA-CREF Trust Company, FSB 1998 - 2004
Education
University of Florida 1976 — 1979
Matter Family Office October 2012 - Present
Mercer Investments January 2011 - October 2012
Hammond Associates July 2007 - January 2011
Skills
Finance, Portfolio Management, Asset Management, Equities, Management, Alternative Investments, Asset Allocation, Financial Modeling, Performance Attribution, Bloomberg, Financial Analysis, Investments
Education
Saint Louis University 2003 — 2007
Bachelor, Accounting
Matter Family Office 2015 - Present
Matter Family Office 1990 - 2015
Education
Duke University
BA
Matter Family Office September 2009 - Present
Moneta Group 2002 - 2009
Education
University of Missouri-Columbia, College of Business
BSBA - Finance
Washington University in St. Louis - Olin Business School
MBA
Matter Family Office April 2012 - Present
PricewaterhouseCoopers September 2007 - April 2012
Education
University of Michigan - Stephen M. Ross School of Business
MAcc, Accounting
Grand Valley State University
BBA, Finance & Accounting