Managing Partner, Strategy & Resources, LLC
Matt Lynch is the Managing Partner of Strategy & Resources, LLC, a financial services consulting firm. 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 was also affiliated with Tiburon Strategic Advisors as a Principal where he focused on strategy consulting.