Greg O'Gara

Greg O'Gara

Senior Analyst

Areas of Expertise: Active Trading, Advisor-Focused Platforms and Tools, Client Engagement and Reporting, Custody, Regulations, Retail Clearing and Custody

Greg O’Gara is a senior research analyst for Aite Group's Wealth Management practice, focused on retail clearing, operations, financial advisor technology, and other topics across the wealth management industry. He has done extensive research on managed accounts, financial services competitive positioning, the U.S. regulatory environment, and investor behavior—recommending tactical and strategic responses for clients.

Before joining Aite Group, Mr. O’Gara was with TD Ameritrade for eight years. He was hired to start the firm’s Competitive Intelligence Group and served as director of Competitive Intelligence and Business Development. He covered all public and private full-service and discount brokers for  the firm, including product, pricing, platforms, marketing, acquisitions, RIA custody, and emerging competitive threats. He served in various strategic advisory roles for senior management in all areas of the firm. Prior to TD Ameritrade, Mr. O’Gara worked in various strategic marketing, research, and competitive intelligence positions for TIAA, Prudential Financial, UBS, and PaineWebber.

Mr. O’Gara holds a Bachelor of Science in Industrial Engineering from the University at Buffalo (UB, the State University of New York) as well as an MBA in Finance from Fordham University, and completed post-graduate work at the Wharton School, University of Pennsylvania. Other interests include his patent application for helmets that utilize magnetic fields to protect against concussion-related sports injuries. His creative writing and paintings have been accepted for publication in Hektoen International, a journal of medical humanities affiliated with the University of Chicago.

Webinars

Friday, April 3, 2020 | 10 a.m. ET
Clients, please be sure to login to view the full on-demand recording of the webinar. If you’re not a client and you’re interested in viewing the on-demand recording of the webinar, please click here. As governments around the world attempt to defend against COVID-19,...
Thursday, January 9, 2020 | 11 a.m. ET
  Join research director Alois Pirker and the Wealth Management team for this live one-hour webinar as they identify the top trends that will shape the wealth management landscape around the globe in 2020 and beyond. Attend the webinar to: Hear about how the recent implementation...

Analyst Views

July 1, 2020
On the advent of SEC Regulation Best Interest (Reg BI), brokers are pressing forward with systemic changes to the way they conduct business. The new standard of care regulation for broker-dealers (BDs) went into effect on June 30, 2020. Here is a recap of selected elements of the regulation and what Aite Group  has been hearing from technology providers, broker-dealers, and industry...
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June 4, 2018
TD Ameritrade launched a third tier in its client advice offering, giving investors access to a large array of model portfolios, advisors, and portfolio consultants to help construct investments that meet their goals. The new offering is called Personalized Portfolios and will give clients immediate access to a portfolio consultant who can construct highly tailored individual investments from...
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