Matter Family Office
Courtney Pullen serves as the Chief Learning Officer at Matter Family Office since October 2021, leveraging over a decade of consultancy experience to enhance family culture and legacy offerings. As President of Pullen Consulting and Pullen Consulting Group LLC since 1992, Courtney provides strategic insights and coaching focused on family wealth counseling. Additional roles include Fellow at the Purposeful Planning Institute, member of faculty at The Legacy Companies, advisor at the Sudden Money Institute, and senior consultant at Conversant Solutions Inc. Educational background includes a Master’s degree in Counseling Psychology from the University of Northern Colorado.
This person is not in any offices
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.