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Is your firm setting the trends transforming
financial services or reacting to them?
Let’s talk.

“OPEN ARCHITECTURE” NETWORK OF EXPERTS

Absolute Engagement - resource partner logo
Clear Path Consulting - resource partner logo
Idea Refinery, LLC - resource partner logo
Impact Communications, Inc. - resource partner logo
StrategyB4Tactics - resource partner logo
Turning Point, Inc. - resource partner logo

Our team of leading industry professionals includes marketing and communications specialists, practice management coaches, staffing experts and more.

S&R LEADERSHIP TEAM

Our experienced executives engage with your team from Day One, sharing candid conversations and expert assessments. We leave you empowered to execute.

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Matt Lynch

With experience as a CEO, CFO and board member, Matt advises the senior executive team and manages the overall engagement.

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Mark Lopez

With senior executive experience, Mark works with senior teams (Chief Marketing Officer, Chief Strategy Officer, Chief Product Officer).

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David Girmann

David serves senior executives by focusing on corporate-level strategy, resource optimization and change management.

“Everybody wants to grow. Everyone wants to be more profitable. Ultimately you have to look at the capabilities of your organization and really think about, 'Can we get there from here?’” —Matt Lynch

WHAT OUR CLIENTS SAY

Strategy & Resources is proud to work with leaders in the financial services industry, including insurance firms, investment banks, broker-dealers, registered investment advisers and asset managers.

POINT OF VIEW

5 TRENDS

What matters most in the financial services industry.

IN THE NEWS

Mentions of S&R, interviews in the trade press and elsewhere.

UPCOMING EVENTS

Industry events where you'll find Strategy & Resources.

ON THE TUBE

Watch videos featuring Matt Lynch and the S&R team.