Shea Ogara
Chief Financial Officer at Grimm Family Office | Phoenix, Arizona, United States
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Shea O’Gara serves as the Chief Financial Officer of the Grimm Family Office, where he plays a pivotal role in managing the intricate financial landscape of ultra-high-net-worth (UHNW) families. With a robust background in financial planning and wealth management services, Shea expertly navigates the complexities of estate management, ensuring that all financial, legal, and tax-related matters are handled with precision and foresight. His dual role as CEO and CFO across two distinct single-family offices allows him to leverage his extensive expertise in private wealth management to address the unique needs of each family.
At the Grimm Family Office, Shea is currently spearheading several key projects aimed at optimizing investment strategies and enhancing financial performance. He focuses on developing comprehensive financial plans that align with the family’s long-term goals while managing risks associated with real estate investments and corporate tax obligations. His proficiency in partnership taxation and tax accounting is instrumental in structuring deals that maximize tax efficiency and safeguard wealth across generations.
Shea’s adeptness with financial technologies and tools, including Microsoft Word for documentation and reporting, complements his analytical skills, enabling him to present complex financial data in an accessible manner. His commitment to business development ensures that the family office remains agile and responsive to market changes, positioning the Grimm Family Office as a leader in innovative wealth management solutions. Through his strategic vision and meticulous attention to detail, Shea O’Gara continues to elevate the financial well-being of the families he serves, fostering a legacy of prosperity and security.
Chief Financial Officer at Grimm Family Office in October 2022 to Present
Chief Executive Officer at Straight Arrow in June 2024 to Present
Assistant Vice President at Whittier Trust Company in March 2022 to October 2022
Business Transactions (M&A) at EY in February 2019 to March 2022
Intern at EY in May 2019 to October 2019
Student Extern, Tax Appeals Assistance Program at California Department of Tax and Fee Administration in August 2018 to November 2018
Accountant at Connor Group in September 2016 to December 2017
Intern for Nevada Governor Brian Sandoval at Office of the Governor - State of Nevada in June 2013 to July 2014
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State Income Tax
Asset Management
Trusts
Law
Corporate Law
Tax Research
Data Analysis
Account Reconciliation
Real Estate
Partnership Accounting
Financial Planning
Wealth Management Services
Wealth Preservation Planning
Multi-generational wealth transfer
Family Wealth Management
Private Wealth Management
Financial Modeling
Mergers & Acquisitions (M&A)
Estate Planning
Business Analysis
Microsoft Excel
Customer Service
Microsoft Office
Microsoft Word
Accounting
Corporate Tax
Federal & State Income Tax Compliance
Public Speaking
Corporate Tax Planning
Assurance
Financial Analysis
Tax
Finance
Sarbanes-Oxley Act
Income Tax
Partnership Taxation
Financial Accounting
Tax Accounting
Legal Research
Tax Law
Business Development
Tax Advisory
International Tax
Indirect Taxation
Financial Statements
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What is Shea Ogara email address?
Email Shea Ogara at [email protected]. This email is the most updated Shea Ogara email found in 2026.
What is Shea Ogara phone number?
Shea Ogara phone number is +17753131135.
How to contact Shea Ogara?
To contact Shea Ogara send an email to [email protected]. If you want to call Shea Ogara try calling on +17753131135.
What company does Shea Ogara work for?
Shea Ogara works for Grimm Family Office
What is Shea Ogara's role at Grimm Family Office?
Shea Ogara is Chief Financial Officer
What industry does Shea Ogara work in?
Shea Ogara works in the Financial Services industry.
Shea Ogara Email Addresses
Shea Ogara Phone Numbers
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