Matter Family Office
Charles LiMandri, CFP®, is an experienced financial consultant currently working at Matter Family Office since June 2019, where roles have included Senior Analyst and Analyst. Previously, Charles served as an Analyst at NEXU Partners, contributing to acquisition processes through industry analysis and due diligence on target companies. A former Private Bank Summer Analyst at Goldman Sachs, Charles gained expertise in underwriting, financial modeling, and credit risk analysis. Additional experience includes a Student Associate position at the University of Dallas, Office of Advancement, focused on alumni relations and fundraising, as well as a Summer Legal Analyst at the Freedom of Conscience Defense Fund. Charles began a career with foundational experience as a Dining Team Member at Chick-fil-A, building skills in team leadership and customer satisfaction. Charles holds a degree from the University of Dallas, completed in 2019.
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Matter Family Office
At Matter, families are our number-one priority. We lead the way on a purpose-driven path that supports each family’s unique goals and values through our exceptional investment management, wealth planning and coordination, and culture and legacy services. By guiding families through strategies that foster trust and communication, support inheritance and succession planning, and encourage intentional decision-making, Matter helps them thrive along with their wealth.