Greg O'Gara serves as a Strategic Advisor for Datos Insights' Wealth Management practice, focusing on research and analysis of the North American wealth management industry. He has strong expertise in financial advisor technology, platform architecture, and investment delivery models, with specialized knowledge in custody and clearing operations, retail trading ecosystems, investor engagement, and regulatory frameworks. His advisory work helps firms identify acquisition opportunities, optimize technology platforms, and navigate regulatory changes while developing competitive market positioning.

Greg's research and consulting approach is informed by extensive industry experience. Prior to joining Datos Insights, Greg served as Lead Analyst for Digital Wealth Management at Javelin Strategy & Research and as a senior research analyst with Aite Group’s wealth management practice. His corporate background includes strategic roles at TD Ameritrade’s business development and RIA custody divisions, along with positions at TIAA, Prudential, UBS, and PaineWebber, where he worked in the Office of the Chairman.

Greg holds a Bachelor of Science in engineering from SUNY Buffalo (UB) and an MBA in finance from Fordham University. He has also completed post-graduate studies at the Wharton School through the Securities Industry Institute.