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Kirby T. Ott
Mitglied des Investmentausschusses bei Matter LLC
Aktive Positionen von Kirby T. Ott
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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 | - |
Portfolio Manager-Aktien | 01.09.2009 | - |
Karriereverlauf von Kirby T. Ott
Ehemalige bekannte Positionen von Kirby T. Ott
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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 | 31.08.2009 |
Ausbildung von Kirby T. Ott
University of Missouri | Undergraduate Degree |
University of Washington | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sektoral
Finance | 3 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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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 |
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 |
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