Grady O’Gara

Portfolio Manager

Grady loves all things outdoors, from golfing to landscaping and gardening, to distance running. He has competed in 10 marathons, including three in his hometown of Boston, Massachusetts. In addition to outdoor hobbies, Grady enjoys woodworking, cooking, and playing music.

Grady cherishes the relationships that he has built over his nearly 20 year career in the asset management industry. His experience on the institutional side has allowed him to bring fundamental, technical, and behavioral analyses to help illustrate market dynamics and trends, as well as manage portfolio risk for institutional and individual investors. Grady is proud to be aligned with the quality of individuals and expertise that BIP offers its clients.

Grady currently resides in Buckhead with his wife and their two sons.


  • Bachelor of Arts, International Relations, Spanish Minor – Colgate University

Prior Professional Experience

  • Rockefeller Capital Management – Head Trader/Vice President
  • Investment Associate Masters Capital Management – Head Trader
  • Senvest Management – Head Trader
  • Keefe, Bruyette & Woods – Equity Sales Trader

Associations and Affiliations

  • Georgia Securities Association – Past President

Licenses and Registrations

  • Securities Industry Essentials® (SIE®)
  • Series 7 – General Securities Representative
  • Series 66 – Investment Advisor Representative