Neighbor News
Gregory J. O’Hare recognized on the Forbes "Best-In-State" list
His group, The O'Hare Group, is part of Merrill Lynch Wealth Management's Private Banking and Investment Group
Gregory J. O’Hare, Managing Director with Merrill Lynch Wealth Management, was recently recognized on the Forbes "Best-In-State Wealth Advisors" list. His group, The O'Hare Group, is part of Merrill Lynch’s Private Banking and Investment Group. O’Hare provides financial advice and strategies for ultra-high-net-worth families and businesses. He is responsible for directing investment strategies for his team, including asset allocation, portfolio modeling, and investment evaluation. O’Hare has been at Merrill Lynch since 1989, giving him an in-depth and detailed knowledge of the firm’s capabilities, its global resources and its wide range of offerings.
O’Hare is a graduate of The Ohio State University Fisher School of Business, with degrees in business finance and marketing. He, along with his wife, Kellie, and daughters, Katie and Emma, and sons, Ryan and Colin, resident in Jupiter Inlet Colony. O’Hare is active in his community, serving as a member of The Ambassadors of Jupiter Medical Center Foundation, Club 100 Charities, and Loggerhead Marine Life Center. A volunteer for the Jupiter Tequesta Athletic Association, he coaches a number of basketball and soccer teams each year.
Forbes “Best-In-State Wealth Advisors” ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms.
