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Mathew Lee


Empowers organizations to transform performance and deliver superior customer experience

As a leader of McKinsey’s Transformation and Financial Services Practices, Mathew partners with clients to design and execute ambitious transformation programs. He has led numerous transformations across five continents, generating more than $5 billion in value creation.

Mathew is passionate about working with clients to achieve transformational change in performance, organizational culture, and customer experience.

Examples of his recent client work include the following:

  • leading a holistic transformation program across growth, productivity, digital, and culture change at a global financial services company, delivering more than 1,000 initiatives and doubling the company’s market capitalization
  • designing and directing a customer-experience transformation for an insurance company, significantly reducing cost to serve and improving customer acquisition and product density
  • supporting a growth-and-productivity transformation for a financial services company, resulting in a double-digit return on equity increase
  • leading a rapid turnaround program for a global insurance company, resulting in a substantial increase in profitability of more than half a billion dollars in less than a year
  • leading an operating model transformation and underwriting modernization program for a commercial insurance company
  • leading the central team for a multibillion transformation of a telecommunications company across top line, margin, working capital, and capital expenditure levers
  • serving as interim chief transformation officer for a large-scale operating model and productivity transformation program for a leading financial services firm in Asia–Pacific

Prior to joining McKinsey, Mathew was an investor at CPP Investments.

Published work

Elevating customer experience: A win–win for insurers and customers,” McKinsey & Company, September 2023

US workplace benefits: Connecting health, wealth, and wellness,” McKinsey & Company, October 2022

What every insurance leader should know about cloud,” McKinsey & Company, September 2022

Past experience

CPP Investments
Senior analyst, public market investments

Macquarie Group
Associate, investment banking


Columbia University

York University
BBA, finance