Katherine Michelle Awbrey

Employer firm

Matter Family Office CRD 106806

$3.81B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• Educational seminars
• CREATE & ADMINISTER LLC'S TO POOL CLIENT FUNDS TO INVEST IN SEPARATELY MANAGED INVESTMENT VEHICLES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 07/2019
  Greenway Family Office, Llc
  Clayton, MO
• 09/2014 → 07/2019
  Greenway Family Office, Llc
  Clayton, MO
• 11/2015 → 07/2019
  Greenway Family Office Llc
  Clayton, MO
• 07/2019 → Present
  Matter Family Office
  Clayton, MO

Previous Registrations

• 2014-09-11 → 2019-07-23
  Greenway Family Office, Llc
  St Louis, MO
• 2012-11-01 → 2014-09-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Frontenac, MO

Exams

• S66 Uniform Combined State Law Examination
  2012-10-30

Other Names

• Katherine Michelle Frankel
• Katherine Michelle Frankel
• Katherine M Abel
• Katherine M Frankel