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.
Death, as the saying goes, is inevitable, and so are the complexities involved in estate planning. Wealth advisors, who historically have handed off the process to attorneys and ta...
Core mass affluent investors (those with $500,000 to $1 million in investable assets) are a central component of the advisor’s book. However, Javelin Strategy & Research investor s...
A desire to increase advisor productivity has broadly shifted the wealth manager focus to the client segment with $1 million-plus in investable assets, a segment typically associat...
Want to get in touch with us