Greg O'Gara in

Greg O'Gara

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Strategic Advisor at Datos Insights
📍 Washington DC-Baltimore Area, United States

Greg OGara is a Strategic Advisor at Datos Insights, where he is an analyst focused on North American wealth management. Leveraging an MBA from Fordham, he advises financial institutions on advisor technology, industry regulation, and platform architecture. Colleagues recognize him as an innovative thinker with a thorough understanding of the competitive landscape.

Beyond finance, Greg has a distinct interest in technical innovation and the humanities. He is a published essayist in a medical humanities journal, exploring topics at the intersection of medicine and human experience. He is also a patented inventor, demonstrating a passion for creative problem-solving outside his primary field.

Unique fact: Greg is the author of a patent for a helmet system that utilizes magnetic force to reduce head trauma.

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Experience
34 Years
Current Role
Strategic Advisor
Location
Washington DC-Baltimore Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Greg cares about

AI in Wealth Management
His recent research and social media posts focus on "Agentic AI, " exploring how autonomous systems will reshape the industry's infrastructure and advisor capabilities.
Advisor Technology
He frequently publishes on the pain points financial advisors experience with technology and the gap between their needs and the solutions provided by custodians and vendors.
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Career

Work history

4-2025
Strategic Advisor
Datos Insights
11-2021 - 4-2025
Lead Analyst, Wealth Management
Javelin Strategy & Research
10-2020 - 10-2021
Noncompete Contract
Self-Employed
3-2018 - 9-2020
Wealth Management Research and Consulting
Datos Insights
1-2016 - 2-2018
Patent Author/Essays Published
Self Employed
In the press

Media appearances

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Education
MBA
Fordham Gabelli School of Business
Bachelor of Science
University at Buffalo
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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