Kirby T. Ott
Mitglied des Investmentausschusses bei Matter LLC
Profil
Mr. Kirby T.
Ott is a Partner & Managing Director at Matter LLC.
He has over two decades of experience helping families navigate the complexities and opportunities of multi-generational wealth.
With ten of those years spent at Matter.
He is responsible for leading the internal collaboration that integrates our service areas and ensures the families we serve have exceptional, comprehensive Matter experiences.
He has deep technical expertise in investment management and portfolio construction, liquidity planning, and family communication and enjoys applying his knowledge to the Matter investment committee.
Currently, he serves on the finance and investment committees of the Boys & Girls Club of Greater St. Louis and the finance committee of College Bound.
He earned a finance degree from the University of Missouri and an MBA from Washington University.
Aktive Positionen von Kirby T. Ott
Unternehmen | Position | Beginn |
---|---|---|
Matter LLC
Matter LLC Investment ManagersFinance Matter LLC is a SE-registered investment advisor and multi-family office headquartered in St. Louis, Missouri. The firm was founded by Kathy Lintz in 1990 and does business as Matter Family Office (MFO). They are a direct subsidiary of Matter Holding Co., Inc. MFO provides services to high-net worth families and non-high-net worth individuals associated with those families. They do not serve institutional clients, except where an existing client has created a donor-advised fund or has gifted money to a non-profit organization or foundation. | Mitglied des Investmentausschusses | 01.09.2009 |
Ehemalige bekannte Positionen von Kirby T. Ott
Unternehmen | Position | Ende |
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Moneta Group Investment Advisors LLC
Moneta Group Investment Advisors LLC Investment ManagersFinance Founded in 1905, Moneta Group Investment Advisors LLC (MGIA) is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Moneta Group LLC. Moneta Group is wholly-owned by the Moneta Partners. Moneta Group Investment Advisors' services include financial planning, tax preparation and planning services, estate planning consultation, risk management, retirement planning, business succession planning, and portfolio management. The firm's clients are generally categorized into two broad categories: Family CFO Clients and Institutional Clients. Family CFO Clients consist primarily of high net-worth individuals, families, trusts and estates, while Institutional Clients consist of 401(k) and other pension plans and profit sharing plans, charitable foundations, and not-for-profit endowments. | Corporate Officer/Principal | 31.08.2009 |
Ausbildung von Kirby T. Ott
University of Washington | Masters Business Admin |
University of Missouri | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 2 |
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Moneta Group Investment Advisors LLC
Moneta Group Investment Advisors LLC Investment ManagersFinance Founded in 1905, Moneta Group Investment Advisors LLC (MGIA) is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Moneta Group LLC. Moneta Group is wholly-owned by the Moneta Partners. Moneta Group Investment Advisors' services include financial planning, tax preparation and planning services, estate planning consultation, risk management, retirement planning, business succession planning, and portfolio management. The firm's clients are generally categorized into two broad categories: Family CFO Clients and Institutional Clients. Family CFO Clients consist primarily of high net-worth individuals, families, trusts and estates, while Institutional Clients consist of 401(k) and other pension plans and profit sharing plans, charitable foundations, and not-for-profit endowments. | Finance |
Matter LLC
Matter LLC Investment ManagersFinance Matter LLC is a SE-registered investment advisor and multi-family office headquartered in St. Louis, Missouri. The firm was founded by Kathy Lintz in 1990 and does business as Matter Family Office (MFO). They are a direct subsidiary of Matter Holding Co., Inc. MFO provides services to high-net worth families and non-high-net worth individuals associated with those families. They do not serve institutional clients, except where an existing client has created a donor-advised fund or has gifted money to a non-profit organization or foundation. | Finance |