Overview
Noland Cheng is the Founder and Managing Partner of C&A Consulting LLC and a distinguished leader with over four decades of experience transforming the financial services industry. A visionary strategist and operational architect, he has built, modernized, and advised major global institutions across investment banking, wealth management, private banking, and asset management.
Throughout his career, Mr. Cheng has earned a reputation as a trusted advisor to boards, CEOs, and regulators, known for leading large-scale transformation and remediation programs that strengthen firms’ control environments while driving business performance. His expertise spans operations management, regulatory engagement, technology modernization, and business restructuring, always with a focus on sustainable, high-impact results.
Under his leadership, C&A Consulting has become a trusted partner to leading financial institutions, investment managers, and fintech innovators seeking pragmatic, execution-driven solutions to complex challenges.
Experience & Leadership
Before founding C&A Consulting, Mr. Cheng held senior executive roles at several of the world’s leading financial institutions:
- Morgan Stanley – Corporate Co-Chief Operations Officer and Managing Director, Global Wealth Management Operations
- U.S. Trust / Charles Schwab Corporation – Executive Vice President, Custody and Asset Servicing Operations
- JPMorgan Securities (formerly Lewco Securities) – Executive Vice President, Chief Operations Officer
- First Albany Corporation (now Wells Fargo Securities) – Executive Vice President, Director of Operations
- Drexel Burnham Lambert – First Vice President, Chief Operating Officer, DBL International
- Coopers & Lybrand (now PwC) – Senior Auditor, Financial Services Practice
Mr. Cheng’s experience includes directing major post-merger integrations, leading expedited Federal Reserve remediation programs, and guiding large-scale operating restructures across securities, banking, and mortgage markets.
Core Expertise
- Strategic Leadership and Business Transformation
- Operations Strategy and Modernization
- Process Optimization and Performance Excellence
- M&A Integration and Execution
- Regulatory Remediation and Risk Management
- Wealth Management and Investment Banking Operations
- Technology Modernization and Operational Resilience
- Governance, Control and Compliance Frameworks
Industry Engagement & Credentials
Mr. Cheng has served in numerous leadership and advisory roles that have shaped the financial services industry:
- Former Board Member, Depository Trust & Clearing Corporation (DTCC)
- Former Board Member, International Securities Clearing Corporation (ISCC)
- Former Board of Advisors Member, CUSIP
- Chairperson, SIA/SIFMA Operations & Technology Committee (multiple terms), leading initiatives on dematerialization, decimalization, T+3 settlement, and bond price transparency
- Instructor, Advanced Operations Course, University of Pennsylvania / SIFMA Industry School
- Former President, Asian Financial Society
- Former Board Member, Asian American Legal Defense and Education Fund (AALDEF)
- Former Board Member, Junior Achievement of New York
Education
- M.B.A. in Finance (with M.S. accreditation in Accounting), New York University
- B.S. in Administrative Sciences (with B.A. accreditation in Economics), Yale University