Over a career spanning Merrill Lynch, Cole Capital/VEREIT, UBS, and JPMorgan Chase, he has led large, cross-functional organizations and complex, multi-year transformations across trading, portfolio construction, analytics, performance, and reporting. He blends business acumen with engineering discipline to deliver scalable operating models and measurable results.
Most recently at JPMorgan Chase, Thanh served as a Managing Director and Global Head of Managed Accounts at JPMorgan Chase, where he was responsible for leading and modernizing the business. He drove key initiatives, including a major platform consolidation, a strategic partnership that delivered significant cost savings, and the successful conversion of hundreds of thousands of accounts. His work focused on simplifying applications and improving the overall efficiency of the managed accounts platform.
Previously, as Executive Director and Head of Investment Products & Solutions Technology at UBS Wealth Management Americas, Thanh led the technology agenda for advisory, investment products, and wealth planning, including regulatory initiatives tied to the DOL Fiduciary Rule and money market reform, and the rollout of Aladdin-based risk and portfolio tools for advisors. Earlier, at Cole Capital/VEREIT, he oversaw application development and architecture across capital markets, real estate, and shared services—work recognized by InformationWeek’s Top 500—while building SOX governance and business continuity capabilities. At Merrill Lynch, Thanh held senior business and technology roles in Managed Accounts, including the build-out of UMA distribution and a comprehensive RFI/RFP assessing 30+ portfolio accounting and management solutions.
Thanh holds a BS in Finance and Management Information Systems from the University at Buffalo, is a Certified Investment Management Analyst (CIMA®) through Wharton, completed Harvard’s Global Executive Management Program, and is an AWS Certified Cloud Practitioner; he has also previously held FINRA Series 7, 24, 57, 63, 65, and 99 licenses. A committed industry and community contributor, he serves on the Board of Directors of EGFR Resisters, supporting patients and caregivers in the fight against lung cancer. At Convergency Partners, Thanh helps wealth managers, asset managers, and fintechs modernize their platforms—spanning CRM, portfolio/trading, analytics, risk, data, and AI/LLM—so they can scale efficiently and grow with confidence.
