James O’Grady is the founder of Braemar Wealth Management. A second generation financial professional, James built the foundation of his career advising affluent clients and institutions near his native home in New York and Greenwich, CT for one of the largest investment firms in the world. Within a short time, James’s business became one of the firm’s fastest growing in the New York Metro area. After several years of success, James and his wife Sarah decided to move to the Los Angeles area with the intention of providing the same advice and service that his East coast clients had come to expect from him. Within a short time, James’s business was again one of the fastest growing in the firm, this time in the Los Angeles area. Subsequently he was selected to participate in that firm’s Executive Mentorship program, a highly selective development program for future executives.
After the market events of late 2008, James began to re-evaluate whether or not he was in the best position to provide the best products, resources, and service to support his advisory practice. After much research and due diligence, the Braemar model was executed, a transition was made, and James continues to serve his broad and loyal client base.
James lives in the South Bay area of Los Angeles with his wife, Sarah and their golden retriever, Maggie. He enjoys hiking, physical fitness, and spending time with his family. James and Sarah also spend much of their free time volunteering for various local causes.
James is a Registered Principal with LPL Financial. CA Insurance Lic. # 0G47194