Analyst Profile

Chuck Thomas

Chuck Thomas

Sr Director, Advisory

10 years at Gartner ,  5 years industry experience
Stamford, CT USA


Roles and Responsibilities

Chuck Thomas is a Research Director in the Banking and Investment Services (BIS) Peer and Practitioner team. He has more than 16 years of experience in asset management and wealth management, as well as with broker dealers. His positions included Technology Sector Portfolio Manager and Analyst, as well as Director of Research. In this role, he leads the Wealth and Investment Management Executive Circles. He is also the content lead for the Wealth Management Leadership Council.

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.

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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