Shannon Mary Connor
Investment adviser representative at Matter Family Office
14 yearsExperience
1 stateRegistered in
$3.8BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Matter Family OfficeJul 2026 to now
- Matter LLCJan 2026 to now
- Iwp Family OfficeJan 2024 to May 2026
- Jma VenturesJan 2023 to Dec 2023
- Self-employedApr 2021 to Dec 2023
- PalindromeSep 2020 to Apr 2021
- Jones Lang LasalleMay 2017 to Jul 2020
- Tralee CapitalDec 2012 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
Matter Family Office
Legal name: Matter, LLC
$3.8BAssets managed
229Clients
43Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5417981
- Firm CRD
- 106806