Greg O'Gara

Lead Analyst, Wealth Management

Greg O'Gara is a research professional focusing on the North American wealth management industry. His areas of expertise include financial advisor technology, wealth management business models, custody and clearing, retail trading platforms, regulation and asset management. He has also advised clients on fintech acquisition targets, wealth management technology platforms, industry regulation, product manufacturing and deployment strategies.

Mr. O’Gara has been quoted in American Banker, Money-Media publications, and various financial news outlets. He has moderated financial services discussions, participated on academic panels and conducted webinars highlighting his thought leadership.

Before joining Javelin, Mr. O’Gara served as a senior research analyst with Aite Group's wealth management practice. He has a strong corporate research and strategy background having worked for TD Ameritrade's business development and RIA custody teams, TIAA, Prudential, UBS, and PaineWebber (where he served in the Office of the Chairman, among other areas). Greg has an Bachelor of Science in engineering from SUNY Buffalo, an MBA in finance from Fordham University and completed post-graduate work at the Wharton School with the Securities Industry Institute.

Latest Insights

May, 2024
Impact Note
T+1: Balancing Efficiency, Risk, and Global Coordination

As the United States implements a T+1 settlement cycle in securities transactions, the country is poised to achieve a significant milestone. Successful preparation for the cycle, w...

April, 2024
Javelin Report
Financial Planning Platforms Get Savvy

Pressure is mounting for tech vendors that cater to registered investment advisors to grow market share while the pool of financial advisors remains relatively static. In tandem, t...

March, 2024
Javelin Report
Generative AI and the New Next Best Action

Financial advisors’ next best action (NBA) for clients is at the center of generative AI and predictive AI applications for wealth managers. New client analytics and automated gene...

Events

May 21, 2023 | 02:55 PM to 03:15 PM (PST)
Linking technology, practice management, operations and investment ideas to transform the wealth man...
November, 2022
Join Will Trout, director of Wealth Management, and Greg O’Gara, lead analyst, Wealth Management as ...
February, 2024
Join Javelin’s Greg O'Gara and Dylan Lerner as they discuss important digital wealth management tren...

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