Robert Moore was appointed chief executive officer of Cetera Financial Group in September 2016. As CEO, Mr. Moore assumes overall executive responsibility for Cetera Financial Group, which includes: Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, and Cetera Financial Specialists along with First Allied Securities, Summit Brokerage Services, and Girard Securities. He also continues to serve as a member of Cetera’s board of directors.
Mr. Moore was formerly the chief executive officer of Legal & General Investment Management America (LGIMA). Prior to joining LGIMA, Mr. Moore served as president of LPL Financial with oversight of the company’s primary client-facing functions, client service and operations teams. Prior to becoming president of LPL, he served as CFO.
Before joining LPL Financial, Mr. Moore served as chief executive officer at ABN AMRO North America and La Salle Bank Corporation. He has also held a number of finance management positions, as well as key investment and portfolio management roles earlier in his career.
He currently serves on the Insured Retirement Institute (IRI) Executive Committee, Advisory Board for the Securities Industry & Financial Markets Association (SIFMA), as well as a board member for Invest in Others, the Chicago Shakespeare Theater, and Chicago History Museum. He is a former member of the board of the Financial Services Institute, the development board for The University of Texas, Austin and has also served on the LIGMA board since 2008. Mr. Moore currently holds Series 7, 24, 27, 99 securities registrations and is a Charted Financial Analyst (CFA).
Matt Lynch is the Managing Partner of Strategy & Resources, LLC, a financial services consulting firm. Matt, who has over 25 years of industry experience, has had a successful career as a financial services senior executive and consultant. He is sought after for his ability to link strategy with the art of the possible in terms of implementing change. Matt serves senior executives at financial services companies by focusing on corporate-level strategy, resource optimization and change management. His management consulting is highly customized and leverages an innovative open-architecture business model which provides clients access to multiple subject matter experts from independent consulting firms.
Matt’s professional background includes progressive senior leadership roles as President & CEO of an independent broker-dealer and RIA, Capital Analysts Incorporated, CFO of Lincoln Financial Advisors, and field management roles with New York Life. His consulting credentials include Moss Adams, LLP, where Matt was a Director of the business consulting group where he was widely recognized for his industry expertise in succession planning, M&A, and financial services distribution strategies. Matt was also affiliated with Tiburon Strategic Advisors as a Principal where he focused on strategy consulting.
Matt is a frequent keynote speaker at company events and industry conferences for firms and organizations throughout North America. He also serves as a board director for a number of financial services firms.
T. Neil Bathon
T. Neil Bathon is managing partner of Fuse Research Network, a leading-edge decision support firm that employs a highly refined market intelligence capability to deliver informed, decisive and forward-looking guidance to firms in the asset management industry. Fuse Research Network delivers tactical research-based, client-specific recommendations that improve the productivity and effectiveness of the resources devoted to sales, marketing, and product management.
Timothy D. Welsh, CFP®
Timothy D. Welsh, CFP® is president, CEO and founder of Nexus Strategy LLC, a leading consulting firm to the wealth management industry. Nexus Strategy’s primary focus is working with leading financial services and technology firms to distribute products and services through the advisor channel.
Prior to founding Nexus Strategy, Tim was director of business consulting services for Schwab Advisor Services, where he led the development and marketing of practice management resources for independent advisors. While at Schwab, Tim also held senior roles in Strategy, Marketing, Advertising, PR and Industry Content development.
Prior to joining Schwab, Tim was vice president at Merrill Lynch, where he was responsible for marketing, product development and financial advisor training for the financial planning group. Tim is frequently quoted in the wealth management media on a wide range of business management and industry topics. He is the author of a number of industry white papers, a guest columnist for RIABiz, Investment News and WealthManagement.com, and is a frequent speaker at industry conferences and events. Tim earned a bachelor’s degree in economics from the University of California, Berkeley and an MBA in finance from the University of Colorado.
Tim holds the Certified Financial Planner (CFP®) designation and is an active member of the Financial Planning Association (FPA), where he serves in a leadership role on a number of task forces and committees, and was formerly an elected member of the National Board of Directors.