Matt Lynch, a principal at Tiburon Strategic Advisors, has joined the board of directors of client account aggregation firm ByAllAccounts.
Lynch was president and CEO of independent broker-dealer Capital Analysts before joining Tiburon, and he had served as director of the business consulting group at Moss Adams. Lynch has also held senior leadership positions at Lincoln Financial Advisors, and field manager roles at New York Life.
“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,” says James Carney, CEO of ByAllAccounts.
Donna Mitchell writes for Financial Planning.