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

August, 2023
Javelin Report
Amplifying Investor Engagement Using Risk and Behavioral Insights

Innovative psychological and behavioral techniques are revolutionizing the way digital investor risk assessment is conducted, evolving it from a mere checkbox routine into an empow...

August, 2023
Javelin Report
RIA Turnkey CRM Scorecard

This Javelin Strategy & Research scorecard report brings these provider challenges into focus and evaluates platforms across a comprehensive set of criteria related to function, us...

June, 2023
Javelin Report
Turnkey CRMs Target Salesforce

Competition among providers of turnkey customer relationship management (CRM) systems for registered investment advisors (RIAs) continues to heat up. The turnkey CRM market has tra...


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 ...

Want to get in touch with us