Matt Lynch (left), former CEO of the independent broker-dealer/RIA Capital Analysts, is now a principal at Tiburon Strategic Advisors, the consulting group said Tuesday. Lynch, who also served as a director of the business consulting group at Moss Adams, will work for Tiburon out of his base in the Cincinnati area.
“Matt Lynch brings a well-rounded skill set to Tiburon,” said Chip Roame, managing partner of the group he founded near San Francisco in 1998, in an interview with AdvisorOne. “His knowledge base, industry experience and consulting skills will fit with the Tiburon culture and client needs.”
According to Roame, Tiburon has served more than 300 corporate clients and completed more than 1,400 projects over the past 24 years. Next month, it will host the Tiburon CEO Summit XXII at the Ritz-Carlton Hotel in New York. More than 200 of its executive-level clients plan to attend.
“This is something I’ve thought about for some time,” Lynch, 48, said in an interview. “I’ve known Chip for a long while and knew he was looking to add additional capacity to the firm. The timing worked out well.”
Lynch left his post at Capital Analysts when Lincoln Investment Planning said it planned to buy the Cincinnati firm from the Western & Southern Financial Group last month. (Capital Analysts has close to 300 reps, while Lincoln has roughly 700.)
“Mr. Lynch is viewed as a thought leader and change agent known for his innovative approach to the financial services business as a senior executive and as a consultant,” Roame (right) said.
“He is among an elite group of industry experts who can leverage experience as a successful executive with consulting experience,” Roame added, “and is sought after for his ability to link strategy with the art of the possible in terms of implementing change.
According to Lynch, Capital Analysts did some “innovative platform and related build-out of its model, which got attention in the marketplace” and prompted its sale to Lincoln.