Greg O'Gara

Commander
DISC Type : D

Strategic Advisor at Datos Insights

Washington DC-Baltimore Area, United States

Overview

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.

Personality Overview

Decisive

Risk-Taker

Strong-Willed

They prefer to move quickly, and expect the same from others.  They put a lot of effort into ensuring personal success. They like to stay in control of the negotiation or defining of the terms.

Topics They Care 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.
RIA Custody Dynamics
He analyzes and comments on the structural shifts in the RIA custody market, such as pricing changes and the evolution of custodians into broader trading ecosystems.

Media Appearances

Greg has no verified media appearances

Work History

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

Education

MBA from Fordham Gabelli School of Business
Bachelor of Science from University at Buffalo

More Information

Social Presence :

Prographics :

Exp : 34 Location : Washington DC-Baltimore Area, United States Job Level : N/A Designation : Strategic Advisor at Datos Insights
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Insights For Selling To Greg

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Objectively showcase the impact that your product creates
  • Be respectful but crisp

DONT's

  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Avoid being too verbose
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Greg is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Greg

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Greg move?

  • If convinced, they can reach decisions quite fast.
  • Can Greg take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Greg

Personality Compatibility


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