Chris began his career at Lazard Frères & Co. in New York City as an investment banking analyst working on major, national and international mergers and acquisitions. After graduate school, he joined the turn-around team of a specialty packaging business, co-founded the Intuit Developer Network and was General Partner of a Boston private equity firm. Prior to founding Thayer Partners, Chris was a Senior Portfolio Manager at UBS in Boston, specializing in corporate retirement plans and individual retirement planning.
Chris graduated from the University of Pennsylvania, Magna Cum Laude, was in an accelerated doctoral program and studied Modern European History at Oxford. He is an Accredited Investment Fiduciary® and graduated from the Wealth Advisor Program at UBS. He lives in Wyndmoor, PA with his wife and two children and serves on his church’s vestry, as well as on several business and charitable boards and committees.
Matthew transitioned into the financial services industry and joined Thayer Partners, LLC in 2012, after spending most of his early career in big box retail management. He serves as an Analyst both on the private client side, and 401k management spectrum.
Matthew studied Business Management at Millersville University of Pennsylvania.
Matthew lives in Saint Marys, GA with his wife and business partner Deborah, and their three children. Most of Matthew’s free time is spent on the ocean catching as many species of fish as he can. He also enjoys coaching softball, driving his Jeep on the beach and spending time with his family in the outdoors.
Retirement Planning Specialist
Deb has nearly 20 years' of experience in retirement planning and investments. For many years, Deb ran her own consulting firm which focused on helping advisors grow their practices through procedure streamlining and optimization.
Deb graduated from the Millersville University of Pennsylvania at the age of 20 with a degree in Financial Economics. She is a board member of the Accounting & Financial Women’s Alliance, North Florida chapter. Deb resides in Southeast Georgia with her husband and three children.
Deb has a passion for health and fitness and enjoys leading and coaching others.
She is securities 65 registered and has a passion for helping her clients plan for financial success while living their best lives.
Client Service Specialist
Christina has 15 years of administrative experience, working as Executive Assistant providing support to partners in the corporate financial and technology industry. Christina’s expertise in project coordination management has made her an asset to any organization she has worked for throughout her career.
Christina is from Philadelphia, PA and holds an Associates Degree in Business Administration. She comes with Professionals Certifications from the International Association of Administrative Professionals and Organizational Management(OM), and Certified Administrative Professional(CAP) credentials.
Christina resides in Southeastern Pennsylvania with her husband and 6 children. She is an athlete, and enjoys the beach, adventure, research, health and nutrition.