Matt E. Lynch
Directeur/Membre du Conseil chez FOLIOfn, 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 |
|---|---|---|
FOLIOfn, Inc.
 FOLIOfn, Inc. Internet Software/ServicesTechnology Services FOLIOfn, Inc. provides brokerage and investment solutions to investors. Its services include e-mail alerts, reports delivered online and direct deposits. The company was founded by Kathleen M. H. Wallman and Steven M. Wallman in 1998 and is headquartered in Vienna, VA. | Directeur/Membre du Conseil | - |
Strategy & Resources LLC
 Strategy & Resources LLC Financial ConglomeratesFinance Strategy & Resources LLC provides financial services. The firm identifies critical markets, clarify priorities, master the data, and evaluate potential. The company is headquartered in Dayton, OH. | Corporate Officer/Principal | - |
Anciens postes connus de Matt E. Lynch
| Sociétés | Poste | Fin |
|---|---|---|
ByAllAccounts, Inc.
 ByAllAccounts, Inc. Miscellaneous Commercial ServicesCommercial Services ByAllAccounts, Inc. provides intelligent data aggregation for financial services companies. is a holding company. Its patented, intelligent data aggregation system implements a knowledge-based process that uses artificial intelligence to gather and transform financial account data and deliver it to portfolio management, reconciliation, compliance, trust accounting and performance systems. The cmpany was founded by James M. Carney, Ellen Dickau, and Martin Dickau in 1999 and is headquartered in Woburn, MA. | Directeur/Membre du Conseil | 01/01/2014 |
Xtiva Financial Systems, Inc.
 Xtiva Financial Systems, Inc. Packaged SoftwareTechnology Services Xtiva Financial Systems, Inc. provides enterprise wide business and technology solutions. Itdevelops state-of-the-art technologies that enable retail and institutional broker and dealers to streamline operations, from sales compensation and production reporting to supervision of advisor licensing and compliance issues. The company was founded by James Iacabucci and William Lieberman in 1995 and is headquartered in Rockville Centre, NY. | Directeur/Membre du Conseil | - |
George J. Harris & Associates
 George J. Harris & Associates Insurance Brokers/ServicesFinance George J. Harris & Associates provides financial services. The company is headquartered in New Windsor, NY. | Corporate Officer/Principal | - |
Lincoln Financial Advisors Corp.
 Lincoln Financial Advisors Corp. Investment Banks/BrokersFinance Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors. | Directeur Financier/CFO | - |
Lenox Wealth Management, Inc.
 Lenox Wealth Management, Inc. Investment ManagersFinance Lenox Wealth Management, Inc. engages in the provision of independent and objective financial planning, wealth management, and family office services. The company was founded by William Cooper Procter in 1887 and is headquartered in Cincinnati, OH. | Directeur/Membre du Conseil | - |
Formation de Matt E. Lynch
| Xavier University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
 | Finance |
| Entreprise privées | 9 |
|---|---|
Capital Analysts LLC
 Capital Analysts LLC Investment ManagersFinance Capital Analysts LLC (CA) is a registered investment advisor headquartered in Fort Washington, Pennsylvania. The firm was founded in 2012 and is directly owned by Lincoln Investment Capital Holdings LLC. CA offers investment advisory services through a network of investment adviser representatives (Advisors) located throughout the US. They primarily serve individuals, high net-worth individuals, trusts, institutions, foundations, businesses, and charitable organizations as well as the retirement assets of individuals and businesses, individual retirement accounts (IRAs) and employer sponsored ERISA plans. | Finance |
Lincoln Financial Advisors Corp.
Lincoln Financial Advisors Corp. Investment Banks/BrokersFinance Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors. | Finance |
FOLIOfn, Inc.
FOLIOfn, Inc. Internet Software/ServicesTechnology Services FOLIOfn, Inc. provides brokerage and investment solutions to investors. Its services include e-mail alerts, reports delivered online and direct deposits. The company was founded by Kathleen M. H. Wallman and Steven M. Wallman in 1998 and is headquartered in Vienna, VA. | Technology Services |
Moss Adams LLP
 Moss Adams LLP Miscellaneous Commercial ServicesCommercial Services Moss Adams LLP engages in the provision of assurance, tax, consulting, risk management, transaction, and wealth services. It focuses on serving public, private, and not-for-profit enterprises. The company was founded by John G. Mcintosh in 1913 and is headquartered in Seattle, WA. | Commercial Services |
ByAllAccounts, Inc.
ByAllAccounts, Inc. Miscellaneous Commercial ServicesCommercial Services ByAllAccounts, Inc. provides intelligent data aggregation for financial services companies. is a holding company. Its patented, intelligent data aggregation system implements a knowledge-based process that uses artificial intelligence to gather and transform financial account data and deliver it to portfolio management, reconciliation, compliance, trust accounting and performance systems. The cmpany was founded by James M. Carney, Ellen Dickau, and Martin Dickau in 1999 and is headquartered in Woburn, MA. | Commercial Services |
Xtiva Financial Systems, Inc.
Xtiva Financial Systems, Inc. Packaged SoftwareTechnology Services Xtiva Financial Systems, Inc. provides enterprise wide business and technology solutions. Itdevelops state-of-the-art technologies that enable retail and institutional broker and dealers to streamline operations, from sales compensation and production reporting to supervision of advisor licensing and compliance issues. The company was founded by James Iacabucci and William Lieberman in 1995 and is headquartered in Rockville Centre, NY. | Technology Services |
George J. Harris & Associates
George J. Harris & Associates Insurance Brokers/ServicesFinance George J. Harris & Associates provides financial services. The company is headquartered in New Windsor, NY. | Finance |
Tiburon Strategic Advisors LLC
 Tiburon Strategic Advisors LLC Miscellaneous Commercial ServicesCommercial Services Tiburon Strategic Advisors LLC is engaged in the provision of strategy consulting, market research and other related services to senior executives in the brokerage, investment management, banking and insurance markets. The company was founded by Charles M. Roame in 1998 and is headquartered in Tiburon, CA. | Commercial Services |
Strategy & Resources LLC
Strategy & Resources LLC Financial ConglomeratesFinance Strategy & Resources LLC provides financial services. The firm identifies critical markets, clarify priorities, master the data, and evaluate potential. The company is headquartered in Dayton, OH. | Finance |
