Matt LynchManaging Partner at Strategy & Resources, LLC
Matt Lynch is the Managing Partner of Strategy & Resources, LLC, a financial services consulting firm. Matt, who has over 25 years of industry experience, has had a successful career as a financial services senior executive and consultant. He is sought after for his ability to link strategy with the art of the possible in terms of implementing change.
Strategy & Resources serves senior executives at financial services companies by focusing on corporate-level strategy, resource optimization and change management. Their management consulting engagements are highly customized. Senior consulting professionals with decades of experience in the financial services industry bring their acumen to the firm’s clientele. Multiple subject matter experts provide a well-rounded metrics-based, think tank experience.
Matt’s professional background includes progressive senior leadership roles as President & CEO of an independent broker-dealer and RIA, Capital Analysts Incorporated, CFO of Lincoln Financial Advisors, and field management roles with New York Life. His consulting credentials include Moss Adams, LLP, where Matt was a Director of the business consulting group where he was widely recognized for his industry expertise in succession planning, M&A, and financial services distribution strategies.
Matt is a frequent keynote speaker at company events and industry conferences for firms and organizations throughout North America. He also serves as a board director for a number of fintech and financial services firms.