Matter Family Office

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Matter Family Office Employees

Employee
Years
Job
Industry
Brian Fernandez Brian Fernandez Greater St. Louis Area Details
Brian Fernandez's Matter Family Office Experience May 2007 - Present
Job Partner at Matter Family Office
Industry Financial Services
Experience
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

Shelby Dittmar Shelby Dittmar Edwardsville, Illinois Details
Shelby Dittmar's Matter Family Office Experience June 2014 - Present
Job Portfolio Data Analyst at Matter Family Office
Industry Financial Services
Experience
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

Whitney Kenter Whitney Kenter Greater St. Louis Area Details
Whitney Kenter's Matter Family Office Experience March 2009 - Present
Job Partner, Managing Member at Matter Family Office
Industry Financial Services
Experience
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

Peter Wolynski Peter Wolynski Saint Louis, Missouri Details
Peter Wolynski's Matter Family Office Experience December 2013 - Present
Job Financial Consultant at Matter Family Office
Industry Accounting
Experience
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.)

Celeste Doerwaldt Celeste Doerwaldt Saint Louis, Missouri Details
Celeste Doerwaldt's Matter Family Office Experience August 2015 - Present
Job Communications Coordinator at Matter Family Office
Industry Financial Services
Experience
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

Chris Emert Chris Emert Greater St. Louis Area Details
Chris Emert's Matter Family Office Experience May 2014 - Present
Job Managing Director, Operations and Technology at Matter Family Office
Industry Financial Services
Experience
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

Eric Lawrence Eric Lawrence Greater Denver Area Details
Eric Lawrence's Matter Family Office Experience October 2010 - Present
Job Partner, Managing Member at Matter Family Office
Industry Financial Services
Experience
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

David Dankmyer David Dankmyer Greater St. Louis Area Details
David Dankmyer's Matter Family Office Experience January 2006 - Present
Job Partner
Industry Financial Services
Experience
Matter Family Office   January 2006 - Present
PricewaterhouseCoopers  1997 - 2006

Education
Saint Louis University School of Law   1985 — 1988

Paul Ruppe Paul Ruppe Chicago, Illinois Details
Paul Ruppe's Matter Family Office Experience May 2014 - August 2014
Job Financial Services Tax Associate at PwC
Industry Accounting
Experience
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

Renee Khandelwal Renee Khandelwal Greater Denver Area Details
Renee Khandelwal's Matter Family Office Experience March 2014 - Present
Job Client Service Manager at Matter Family Office
Industry Financial Services
Experience
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

Sheryl Babor Sheryl Babor Saint Louis, Missouri Details
Sheryl Babor's Matter Family Office Experience July 2011 - August 2013
Job Real Estate Agent and Director at CINCO PROPERTIES, LLC
Industry Executive Office
Experience
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

Brad Bishop Brad Bishop Saint Louis, Missouri Details
Brad Bishop's Matter Family Office Experience March 2012 - Present
Job Matter Family Office, Partner
Industry Financial Services
Experience
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

Jennifer Disbennett Jennifer Disbennett Greater St. Louis Area Details
Jennifer Disbennett's Matter Family Office Experience October 2012 - Present
Job Portfolio Data Analyst at Matter Family Office
Industry Financial Services
Experience
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

Katherine Lintz Katherine Lintz Greater St. Louis Area Details
Katherine Lintz's Matter Family Office Experience 2015 - Present
Job Partner, Managing Member, Matter Family Office
Industry Financial Services
Experience
Matter Family Office   2015 - Present
Matter Family Office   1990 - 2015

Education
Duke University
BA

Kirby Ott Kirby Ott Greater St. Louis Area Details
Kirby Ott's Matter Family Office Experience September 2009 - Present
Job Director at Matter Family Office
Industry Financial Services
Experience
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

Davis McFarlane, CPA Davis McFarlane, CPA Greater Denver Area Details
Davis McFarlane, CPA's Matter Family Office Experience April 2012 - Present
Job Senior Financial Consultant at Matter Family Office
Industry Financial Services
Experience
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