Senior Associate, Tax Credit Investments
Grady O’Gara

Grady O’Gara is a Senior Associate, Investor Relations at Monarch Private Capital. In this role, Grady is responsible for seeking opportunities to develop new investor relationships, as well as assisting with investor reporting and analyzing impact investment initiatives.

Prior to joining Monarch, Grady was a portfolio manager for BIP Wealth, a private wealth management firm based in Atlanta, Georgia. Grady was also formerly the head trader for Masters Capital Management, an Atlanta-based hedge fund and Senvest Management, a New York City-based hedge fund. His professional career began in New York City, where he worked for a financial services specialist investment bank.

Grady earned a BA in International Relations from Colgate University in Upstate New York. Originally from Boston, he is an avid Boston sports fan and in his free time, he enjoys running, golf, woodworking and spending time with his family.

Education & Professional Associations

  • BA in International Relations, Colgate University
  • FINRA SIE, Series 7, 66

Personal

Favorite Projects
  • Monadnock Mills
  • SAE School
  • National Women’s Hall of Fame
Interests
  • Spending time with family
  • Golf
  • Running
Expertise:
Credit Placement
Film Tax Credits
Historic Tax Credits
Low Income Housing Tax Credits
Renewable Energy Tax Credits
View All Team Members

Contact us for more information about impact investing, federal and state tax credits.