![Matt E. Lynch](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Matt E. Lynch
Directeur/Membre du Conseil chez
Folio Financial, Inc.
Profil
Matt E.
Lynch is currently the Director at FOLIOfn, Inc. and the Managing Partner at Strategy & Resources LLC.
Previously, he held positions as the President & Chief Executive Officer at Capital Analysts LLC, Director at Lenox Wealth Management, Inc., Director-Business Consulting Group at Moss Adams LLP, Director at ByAllAccounts, Inc., Director at Xtiva Financial Systems, Inc., Chief Financial Officer at Lincoln Financial Advisors Corp., Principal at George J.
Harris & Associates, and Principal at Tiburon Strategic Advisors LLC.
He holds an MBA from Xavier University.
Postes actifs de Matt E. Lynch
| Sociétés | Poste | Début |
|---|---|---|
Folio Financial, Inc.
 Folio Financial, Inc. Internet Software/ServicesTechnology Services Provides brokerage and investment solutions to investors | Directeur/Membre du Conseil | - |
Strategy & Resources LLC
 Strategy & Resources LLC Financial ConglomeratesFinance Provides financial services | Corporate Officer/Principal | - |
Anciens postes connus de Matt E. Lynch
| Sociétés | Poste | Fin |
|---|---|---|
ByAllAccounts, Inc.
 ByAllAccounts, Inc. Data Processing ServicesTechnology Services Provides data aggregation technology services for financial applications | Directeur/Membre du Conseil | 01/01/2014 |
Xtiva Financial Systems, Inc.
 Xtiva Financial Systems, Inc. Packaged SoftwareTechnology Services Develops cloud-based platform for sales performance management and incentive compensation management systems | Directeur/Membre du Conseil | - |
George J. Harris & Associates
 George J. Harris & Associates Insurance Brokers/ServicesFinance Operates insurance agency | Corporate Officer/Principal | - |
Osaic FA, Inc.
 Osaic FA, Inc. Investment Banks/BrokersFinance Provides brokerage services | Directeur Financier/CFO | - |
Lenox Wealth Management, Inc.
 Lenox Wealth Management, Inc. Investment ManagersFinance Provides wealth management services | Directeur/Membre du Conseil | - |
Formation de Matt E. Lynch
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
5
Relations au 1er degré
11
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 11 |
|---|---|
Lenox Wealth Management, Inc.
Lenox Wealth Management, Inc. Investment ManagersFinance Provides wealth management services | Finance |
Capital Analysts LLC
 Capital Analysts LLC Investment ManagersFinance CA seeks to provide clients with risk-appropriate diversified portfolio that applies the disciplines and theories of asset allocation. Asset classes include, but aren't necessarily limited to, domestic and international equities, domestic and international bonds, cash and cash equivalents, as well as alternative investment types such as real estate and commodities. Equities can be further broken down by market capitalization (company size based on annual revenues) ranging from large companies to medium and small companies. Bonds can be further broken down by issuer type and by duration ranging from short-term to long. | Finance |
Osaic FA, Inc.
Osaic FA, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Folio Financial, Inc.
Folio Financial, Inc. Internet Software/ServicesTechnology Services Provides brokerage and investment solutions to investors | Technology Services |
Moss Adams LLP
 Moss Adams LLP Miscellaneous Commercial ServicesCommercial Services Provides accounting, consulting and wealth management services | Commercial Services |
ByAllAccounts, Inc.
ByAllAccounts, Inc. Data Processing ServicesTechnology Services Provides data aggregation technology services for financial applications | Technology Services |
Xavier University
 Xavier University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Xtiva Financial Systems, Inc.
Xtiva Financial Systems, Inc. Packaged SoftwareTechnology Services Develops cloud-based platform for sales performance management and incentive compensation management systems | Technology Services |
George J. Harris & Associates
George J. Harris & Associates Insurance Brokers/ServicesFinance Operates insurance agency | Finance |
Tiburon Strategic Advisors LLC
 Tiburon Strategic Advisors LLC Miscellaneous Commercial ServicesCommercial Services Engages in market research, strategy consulting, and other related services | Commercial Services |
Strategy & Resources LLC
Strategy & Resources LLC Financial ConglomeratesFinance Provides financial services | Finance |
