May 27, 2026 · 23 min · 12 segments
## **Show Notes** In this insightful interview, Kathy Lintz shares her journey from financial education to leading Matter Family Office, emphasizing the importance of purpose, communication, and…
Easiest place to start is tell us a little bit about your background.
When I, I went to Duke, I was a history major, so I wasn't interested in finance at that time.
But I came back to New York, and I started working for Chase Manhattan, and they were starting a financial education program targeted to women.
And remember, back in this time, financial planning was just in its nascent era, so there were very few certified financial planners.
Really, the financial industry, y- y- as a consumer, you could go with a brokerage firm, or you could be served by a trust company.
There really weren't financial planning firms at this time.
So when Chase started an education program targeted to consumers, in particular women, in Midtown Manhattan at 48th Street and Madison, I raised my hand and I said, "I really wanna really help educate and prepare regular people around personal finance." And it was called the Chase Exchange.
And this really resonated with me because actually my father had passed away when he was 39.
I was only 16, and my mother was, was 38.
And she turned, uh, the few hundred thousand dollars of life insurance over to an uncle in a trust company, and it was invested in the '70s in bonds, 25-year bonds, that when inflation came, really ravaged them.
And when Chase was wanting to educate consumers to make good decisions, I thought, "Gosh, that's a good idea.
[chuckles] I really would like to be a part of that." So that's what really moved me into the financial planning field, and then that became a passion project for me, really helping families and individuals make great decisions around their money.
And what was the Chase Exchange? What did you folks actually do?
Yeah.
We ran education programs through this center at 48th and Madison.
We had people from Wall Street Week, all those great experts come and give seminars.
We also did fee-only financial planning for Chase consumers, and we did outreach programs at people's workspaces.
We would give lunch and learns to consumers at their place of work throughout New York.
Easiest place to start is tell us a little bit about your background.
When I, I went to Duke, I was a history major, so I wasn't interested in finance at that time.
But I came back to New York, and I started working for Chase Manhattan, and they were starting a financial education program targeted to women.
And remember, back in this time, financial planning was just in its nascent era, so there were very few certified financial planners.
Really, the financial industry, y- y- as a consumer, you could go with a brokerage firm, or you could be served by a trust company.
There really weren't financial planning firms at this time.
So when Chase started an education program targeted to consumers, in particular women, in Midtown Manhattan at 48th Street and Madison, I raised my hand and I said, "I really wanna really help educate and prepare regular people around personal finance." And it was called the Chase Exchange.
And this really resonated with me because actually my father had passed away when he was 39.
I was only 16, and my mother was, was 38.
And she turned, uh, the few hundred thousand dollars of life insurance over to an uncle in a trust company, and it was invested in the '70s in bonds, 25-year bonds, that when inflation came, really ravaged them.
And when Chase was wanting to educate consumers to make good decisions, I thought, "Gosh, that's a good idea.
[chuckles] I really would like to be a part of that." So that's what really moved me into the financial planning field, and then that became a passion project for me, really helping families and individuals make great decisions around their money.
And what was the Chase Exchange? What did you folks actually do?
Yeah.
We ran education programs through this center at 48th and Madison.
We had people from Wall Street Week, all those great experts come and give seminars.
We also did fee-only financial planning for Chase consumers, and we did outreach programs at people's workspaces.
We would give lunch and learns to consumers at their place of work throughout New York.
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