Gartner Expert

Chuck Thomas

Sr Director Analyst

Chuck Thomas is a Connecticut-based Senior Director in Gartner's Wealth Management Leadership Council with over 20 years of experience in wealth and investment management.

As a Senior Director, Mr. Thomas runs Gartner's Wealth and Investment Management Executive Circles. He works with these senior executives and their teams around the world to manage some of their most pressing business challenges such as product innovation and client experience, digital transformation and organizational structure.

Prior to this role Mr. Thomas was a research Director covering the technologies and fintechs disrupting wealth and investment management. In an earlier role with Gartner, he worked with institutional investors to help them incorporate insights from Gartner's research in their investment processes.

Before Gartner, the scope of his experience includes equity analysis in financial services and technology, tech sector portfolio manager and director of research. He also has experience in manufacturing in Brazil and international relations in the Middle East.

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, Latin America, Advanced Micro Solutions. Mr. Thomas has extensive experience of working in the Middle East and North Africa.

Professional background

Bessemer Investment Management

Senior Vice President TMT Analyst

Dreyfus

Senior Managing Analyst

Advanced Mobile Solutions

Vice President Corporate Strategy and Latin American Operations

Areas of coverage

Financial Services Digital Business Strategy and Innovation

Financial Services Technology Modernization and Transformation

Education

M.S., Finance and Operations Research, Carnegie Mellon University

B.A., International Relations and Middle East Studies, Penn State

Certificates in Arabic and Islamic Studies, Muhammad bin Saud University and the Bourguiba School for Living Languages

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Top Issues That I Help Clients Address

1Wealth Management - Business and Technology Trends

2Wealth Management - Workflow and Investment Automation Tools

3Wealth Management - Advanced Analytics, AI and Machine Learning

4Wealth - Management - Social Media and Interactive Channels

5Social Media in