Boston, Mass. (PRWEB) April 12, 2012
ByAllAccounts, the leading provider of data aggregation solutions in the financial services industry, today announced that Matt Lynch, CLU, ChFC, a principal at Tiburon Strategic Advisors, has joined its board of directors. “We are thrilled to welcome Matt to our board,” said ByAllAccounts CEO James Carney. “With his understanding of the wealth management industry and extensive experience in the independent broker/dealer environment, he will provide critical insights that will propel our growth with financial advisors, asset managers and personal trading surveillance solution providers.”
Prior to joining Tiburon, Lynch was president and CEO of independent broker/dealer Capital Analysts. He also served as director of the business consulting group at Moss Adams, and held senior leadership positions with Lincoln Financial Advisors and field management roles with New York Life. He is active in industry associations and is a frequent speaker at industry conferences.
“I look forward to helping ByAllAccounts achieve its strategic objectives,” said Lynch. “Data drives so much of what we do in the wealth management industry, both in terms of client services and compliance with increasing regulation. ByAllAccounts is uniquely positioned to ensure the delivery of current, reliable data and to lead the industry in establishing common data-gathering standards.”
Lynch, who is based in Cincinnati, Ohio, received his MBA from Xavier University. He also holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American College.