Greg O'Gara

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

June, 2022
Javelin Report
The Digital-Human Divide: Optimizing the Investor Journey

Today’s investor must go through numerous channels to access savings, investments, financial advice, long-term financial planning, and retirement services. Realizing that investors...

April, 2022
Javelin Report
Prioritizing the Client Portal

Client portals are a treasure trove of client information that could benefit investors and advisors alike. However, wealth managers have long neglected to address the subpar user e...

March, 2022
Javelin Report
Disintermediating Traditional Barriers for CRM in Wealth Management

Providers of solutions for the customer relationship management of registered investment advisors will have to overcome the deployment complexities and associated costs. It’s not e...

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