Who is John O'Connell?
John is the Founder and CEO of The Oasis Group, a leading advisory firm helping wealth management organizations harness technology, cybersecurity, data analytics, and AI. With over 30 years of industry experience, John is a recognized thought leader—author of the best-selling Rise of The Activist Investor, creator of the Activist Investor Arc framework, and publisher of the widely read Oasis Peaks Perspective newsletter, reaching over 170,000 subscribers. His insights in tech strategy and innovation are incorporated into his speaking engagements and writing style.
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John's Experience and Credientials
30+ Years Experience
Capital Markets and Financial Services
From Merrill Lynch and KPMG to Oracle and the C-suite, John has led teams, built firms, and navigated every stage of the financial services industry — giving him credibility that no certification can replicate.
AI WealthTech Expert
Thought Leader & Practitioner
John has personally evaluated 100+ AI platforms on the market today. He doesn't just talk about AI — he demos it live, maps it to real advisor workflows, and helps firms adopt it safely and strategically.
3x Award Winner
Recognized Industry Leader
The Oasis Group has won the WealthTech Consultancy Award three consecutive years, and John has been recognized by ThinkAdvisor for Thought Leadership and Education, and featured twice on the Hot 100 list of top financial professionals.
Keynote Speaker
 Premier Conferences
John has taken the stage at the wealth management industry's most prestigious conferences, delivering keynotes and executive briefings that attendees describe as practical, immediately actionable, and unlike any other tech talk on the agenda.
Why Do Companies Book John?
Real-World Experience
Practitioner, not just a theorist — built and led real firms
Hands-On Demonstrations
Live AI tool demos (Claude, ChatGPT, CoPilot) audiences can replicate immediately
Niche Expertise
Speaks exclusively to wealth management — no generic tech talks
Unmatched Market Intelligence
Vetted 100+ AI WealthTech platforms — the most comprehensive map in the industry
Actionable Takeaways
Attendees leave with a ready-to-use framework, not just inspiration
Proven Track Record
Trusted by top-tier conferences: Schwab IMPACT, T3, Wealth Management EDGE, Envestnet Elevate
Frequently Asked Questions
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