Analyst Profile

Chuck Thomas

Chuck Thomas

Sr Director, Advisory

11 years at Gartner ,  6 years industry experience
Stamford, CT USA


Roles and Responsibilities

Chuck Thomas is a Senior Director, Advisory in Gartner's Financial Services Practice, where he focuses primarily on investment management and wealth management. Mr. Thomas is also responsible for setting the agenda for and collaborating with the Wealth Management Leadership Council (WMLC) research team, helping to shape Gartner's view on the present and future of investment management and wealth management. His primary responsibility is with the members of the Investment Management and Wealth Management Executive Circles, which gather the heads of those lines of business from the most important investment management and wealth management firms in North America. In that role, he sets the agenda for those Circles to drive practical conversations between industry leaders, facilities the group's conversations, and serves as a central contact WMLC's most senior leaders. Immediately prior to this role, Mr. Thomas was a Research Director in Gartner's CIO Research group. His research was focused on the technology and business trends disrupting the wealth management industry. This included the innovation in technology and tools, which are driving transformation. He joined the CIO team from Gartner Invest. In the role he worked directly research analysts and portfolio managers to incorporate Gartner's research into their investment process. Prior to joining Gartner, Mr. Thomas was an Equity Analyst at Bessemer Trust and Dreyfus in New York. He also was the Vice President, Corporate Strategy and Latin American Operations for Advance Mobile Solutions in Moraga, California.

Background

Previous Experience

His previous roles include Equity Analyst at Technology Bessemer Trust, Equity Analyst/Sector Portfolio Manager at Dreyfus and Vice President and Regional Manager at Advanced Micro Solutions. Mr. Thomas has extensive experience of working in the Middle East and North Africa.

Professional Background

Advanced Mobile Solutions, Vice President Corporate Strategy and Latin American Operations, 2 years
Bessemer Investment Management, Senior Vice President TMT Analyst, 5 years
Dreyfus, Senior Managing Analyst, 3 years

Industry Awards/Accolades

Winner's Circle: 2008, 2009, 2011

Education

B.A., International Relations and Middle East Studies, Penn State
M.B.A., Finance and Operations Research, Carnegie Mellon University

Languages

English

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