Guides, reports, and answers
for clients and candidates.
Practical material drawn from 30 years of retained search in insurance, wealth management, and financial services.
OUR METHODOLOGY
The Lyneer Executive Search Strategy™
A guide to the 4-dimension framework
behind every retained search we run:
technical skill, leadership capability,
cultural alignment, and long-term
growth potential.
OUR METHODOLOGY
The Lyneer Executive Search Strategy™ for Insurance
For carriers, MGAs, TPAs, and reinsurers
Our strategy helps you hire finance, accounting, underwriting, actuarial, and tech executives who understand regulatory complexity, cross-functional collaboration, and the urgency of transformation in today’s insurance landscape.
CFOs | Controllers | FP&A | Internal Audit Underwriting | Actuarial & Compliance
OUR METHODOLOGY
The Lyneer Executive Search Strategy™ for Wealth Management
For RIAs, family offices, and wealth platforms
We help you secure finance leaders who align with your advisory model, firm culture, and client-first philosophy — while also preparing for succession, M&A, and scalable growth.
COOs | CFOs | Controllers | FP&A Operations | Finance
Industry insights & data
Reports and whitepapers, by industry
Every search starts with the industry. These resources go deeper into what's shaping leadership in each one.
Market brief insurance
Market brief wealth management
