Global Wealth and Investment Management Expert
John Hogarty is a Global Wealth and Investment Management Expert at Reference Point who has over 30 years of experience in the Financial Services industry. With a reputation as a progressive thinker and advocate for change, John is often looked to when organizations need a perspective on first line of defense and business ownership for projects that require first-hand experience in Strategy, Financial Management/Planning, Operations, Investments, Technology, Governance, Risk Management and Business Supervision.
John has a lengthy track record in developing, implementing, and leading cross-functional multidisciplinary teams in the delivery of large-scale business initiatives. Programs have included greenfield as well as the transformation of legacy business processes to improve the client experience and workflow efficiency while producing cost savings and productivity growth.
In his most recent role as Managing Director and COO of Global Wealth & Investment Management for Bank of America/Merrill Lynch, John helped lead the largest wealth management businesses in the world through unprecedented change, growing revenue to $18.5B, profitability to $4.9B while delivering industry leading productivity, margins and return on capital through disciplined strategy execution, post-2008 financial crisis. There, he also was Chairman of the Risk Management, Investment Management and New Product Committees. Additionally, he was responsible for building an industry leading technology platform for Advisors and Clients that deployed a fully integrated suite of wealth management advice, guidance, planning and reporting tools that supported a real-time 360 view of the client.
His strong operating and execution skills are unmatched with previous roles that include:
- COO of Global Wealth Management, Merrill Lynch
- Managing Director Strategy and Business Development, Global Wealth Management, Merrill Lynch
- Director, CFO Business Management/Administration for the Americas Division of Global Wealth Management, Merrill Lynch
John is a graduate of Fairleigh Dickinson University, where he serves on both the Board of Advisors and Wealth Management Advisory Committee. With a strong desire to give back, John also applies his leadership skills as a Board Member of the Metuchen, Edison, Woodbridge & South Amboy YMCA.
We understand complexity firsthand and have successfully navigated the challenges faced by global financial services firms. With our diverse skills and experience, we deliver innovative solutions while maximizing target performance and minimizing disruptions and risk.