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

February, 2023
Javelin Report
ESG for the Self-Directed Investor

As ESG analytics from data providers (MSCI, S&P Global, Sustainalytics/Morningstar) have proliferated, digital platforms and broker-dealers seeking to leverage this data have lost ...

December, 2022
Javelin Report
Risky Business: The Rise of Independent Investing Among Wealth Management Clients

Investors today have access to a broad range of investment vehicles, from alts to crypto to private equity, and a driving ambition to manage assets outside their primary wealth man...

November, 2022
Javelin Report
2023 Digital Wealth — Investor Trends & Predictions

The annual Digital Wealth — Investor trends report will highlight the top three business drivers for change in 2023.

Events

November, 2022
Join Will Trout, director of Wealth Management, and Greg O’Gara, lead analyst, Wealth Management as ...

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