Kirby Ott

Investment Committee Member at

Matter LLC

Finance

Consumer Services

Profile

Mr. Kirby T.
Ott is a Partner & Chief Client Officer at Matter LLC.
He joined Matter in 2009 and has over 2 decades of experience helping families navigate the opportunities and complexities of multigenerational wealth, he has a deep appreciation for the people-first mindset 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.
Mr. Ott was previously employed as a Principal by Moneta Group Investment Advisors LLC.
He earned a finance degree from the University of Missouri and an MBA from Washington University.

Kirby Ott active positions

Companies	Position	Start
Matter LLC Matter LLC Investment ManagersFinance MFO’s primary strategy is to emphasize the reduction of volatility while maintaining competitive returns through adequate diversification across asset classes. Their investment philosophy is grounded in the endowment model of investment management. This philosophy prescribes an emphasis on diversification across asset class, geography and investment style to provide a long-term return opportunity that is favorable relative to the portfolio’s implied risk. The firm’s portfolio construction process starts with their investment committee and a various year partnership with one of the leading endowments and single-family office investment consultants, Asset Consulting Group (ACG).	Investment Committee Member	2009-08-31

All active positions of Kirby Ott

Former positions of Kirby Ott

Companies	Position	End
Moneta Group Investment Advisors LLC Moneta Group Investment Advisors LLC Investment ManagersFinance Moneta serves as an objective, third-party professional to assist clients in managing the overall investment process. The investment allocations developed between the firm and their clients are based on various considerations and are expected to offer the opportunity to diversify their portfolio in a manner consistent with the clients’ investment objectives and risk tolerance.	Corporate Officer/Principal	2009-08-30

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Private companies	4
Moneta Group Investment Advisors LLC Moneta Group Investment Advisors LLC Investment ManagersFinance Moneta serves as an objective, third-party professional to assist clients in managing the overall investment process. The investment allocations developed between the firm and their clients are based on various considerations and are expected to offer the opportunity to diversify their portfolio in a manner consistent with the clients’ investment objectives and risk tolerance.	Finance
University of Washington University of Washington Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Missouri University of Missouri Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Matter LLC Matter LLC Investment ManagersFinance MFO’s primary strategy is to emphasize the reduction of volatility while maintaining competitive returns through adequate diversification across asset classes. Their investment philosophy is grounded in the endowment model of investment management. This philosophy prescribes an emphasis on diversification across asset class, geography and investment style to provide a long-term return opportunity that is favorable relative to the portfolio’s implied risk. The firm’s portfolio construction process starts with their investment committee and a various year partnership with one of the leading endowments and single-family office investment consultants, Asset Consulting Group (ACG).	Finance

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