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WALLACE DAVIS,

CFA®

FINANCIAL ADVISOR, MANAGING DIRECTOR-INVESTMENTS

PORTFOLIO MANAGER, OMEGA PORTFOLIO MANAGEMENT

WALLACE DAVIS

Contact Info

o.  212 667 4070

f. 212 667 4386

Registered In
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Biography

As an Oppenheimer Financial Professional I align each client's unique goals, values, and needs with holistic planning and design of investment and insurance strategies. I use an in-depth discovery process that leads to a true understanding of each client's specific situation, time horizon, and risk tolerance. I focus on growing and protecting the assets of high net worth clients (individuals, families, corporate executives, and businesses), including leveraging the resources and leadership at Oppenheimer to help clients pursue goals and solve complex financial issues.