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Management Team

The Data Agent founders have more than 45 years of experience in financial services and investments technology.

Thuyen Nguyen

CEO and Founder

Thuyen Nguyen has spent 20 years providing advanced data storage and reporting solutions in the investment industry. Formerly, he was VP of Technology & co-founder of Montclair Financial Technology Inc (MFT) where he built the company's investment data warehouse software products. MFT was later sold to Netik Inc. which was subsequently purchased by the Bank of New York. Prior to MFT, he was vice-president at Bankers Trust in charge of development of the BT-World product line, an investment data warehouse solution for the bank's institutional customers.

Thuyen holds an MBA in Finance from NYU Stern School of Business & a BA in Computer Science and Political Science from Columbia University.

Steven Draper

Vice President

A Senior Executive with over 25 years proven experience in creating, building and leading highly successful new business projects in the Wealth Management, Private Banking and Family Office space. He has worked globally for companies, such as JP Morgan, Citibank NA, Global Asset Management, ABN-AMRO NV, Deutsche Bank, Credit Suisse, Cazenove & Co And Lloyds TSB Private Bank.

He has in-depth expertise in all areas of the Wealth Management, Investment Management, Family Office and the Hedge Fund sectors. The success of the projects he led is based on an expert understanding of the wealth management industry, international markets and clients, segment complexities and fiduciary responsibilities.

Get in Touch

600 River Avenue
Pittsburgh, PA 15212
Phone 412.802.8632

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Press Release

We are excited to announce that as of September 9, 2013 Data Agent has been acquired by Confluence, a leading provider of solutions that take the risk out of fund administration.

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