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Matt Leo

PartnerNew York

Serves financial services companies on strategy, distribution, and digital and analytics

Matt is a leader in our insurance and retirement work, advising executives at life and annuities carriers, multiline insurers, asset managers, and diversified financial services companies. He helps clients determine and execute growth strategies, build distribution channels, improve digital and analytics capabilities, and realize large-scale transformations.

Matt is passionate about the convergence of large data, technology, analytics, and new ways of working to improve his clients’ growth strategy and inform opportunity identification. He has led numerous growth transformations with analytics at the center of value definition and realization.

Matt also has served clients on a wide range of functional topics including corporate finance, post-merger integration, risk management, growth analytics, service operations, efficiency optimization, and organizational design.

Published Work

Redefining the future of life insurance and annuities distribution,” McKinsey & Company, January 2024

How insurance can prepare for the next distribution model,” McKinsey & Company, June 2020

Five themes from InsureTech Connect 2019,” McKinsey & Company, October 2019

Past Experience

Citigroup
Analyst, Equity Capital Markets and Investor Relations

Education

Columbia Business School
MBA

Georgetown University
BA, economics