Linda York is a Senior Vice President in the Financial Services industry group at Escalent, where she leads the Cogent Syndicated Research & Consulting practice. She has over 20 years of experience in financial services spanning responsibilities in finance, marketing and business strategy.

Before joining Escalent, Linda was the Practice Director of Syndicated Research at Cogent Research, where she managed the product development and execution process for syndicated research projects and consulted with dozens of clients in the retail and institutional wealth management space. Prior to joining Cogent, Linda served at Upromise Investments, where she directed the strategic development, execution and measurement of 529 marketing initiatives for state clients and partners and Fidelity Investments, where she spent 11 years in a variety of strategic leadership roles including the Vice President of External Relations for the Fidelity Research Institute and Vice President and Market Manager with Fidelity Investments Tax-Exempt Services Company. Linda began her career in financial services with Travelers Insurance Company in the Financial Services and Group Pensions divisions.

Linda holds an MBA in marketing from the University of Connecticut and a bachelor’s degree in mathematics from Mount Holyoke College.

Matt has more than three decades of financial services industry experience in sales, marketing and financial product development. Matt and his co-founders of Atom Analytics joined Broadridge in July of 2018. At the firm, the team partners with clients to translate customer data into meaningful actions that improve business outcomes. Most recently, he served as Legg Mason’s first Global Head of Marketing where he was responsible for the global distribution group’s marketing strategy and execution, global brand development, thought leadership, practice management and e-business. He also oversaw the firm’s marketing to defined contribution, insurance and other platform and product manufacturers, led the learning and development team, was a member of the firm’s Operating Committee and served as a company spokesperson appearing on CNBC and in industry trade media. Previously Matt was head of retail distribution for the Americas at Legg Mason.