Our Team

Wallace Davis is a founding member of the Grand Central Private Client Group of Oppenheimer. Since 1986, he has guided his clients through multiple economic cycles and understands how to evaluate the both perils and opportunities that arise. Over the years, Wallace has often been recognized as a top advisor for the firm and to his clients. In 1993, he earned the designation of Chartered Financial Analyst (CFA), and has been an Oppenheimer Omega Portfolio Manager since 1992. This involves a highly personalized approach to investing and building portfolios that are unique to each client based on their individual financial situations.

Wallace has navigated the complexities posed by many client types and needs over 30 years. His areas of expertise include security and portfolio analysis, understanding valuation and creating innovative financial strategies, including his extensive experience with estate planning and leveraging the services of the Oppenheimer Trust Company of Delaware¹.

Wallace is on the Board of the Norwalk Symphony Orchestra. Before his career in financial services, he founded and operated a BMW repair and restoration shop in Boston and still considers himself a “certified car nut.” He never travels without his Kindle and is constantly reading about economic history and emerging technology. In his spare time, he enjoys playing small jazz concertos for his friends and family. Wallace is also a passionate tennis and swimming fan.

Wallace grew up in Manhattan and has been living in Westport, CT since 1996. He has three adult children and has been in a long-term relationship since 2002.

^{1 Oppenheimer Trust Company of Delaware is a wholly owned subsidiary of Oppenheimer Holdings Inc., which also wholly owns Oppenheimer & Co. Inc. (Oppenheimer), a registered broker/dealer and investment adviser. Securities are offered through Oppenheimer.}

^{Trust services are provided by Oppenheimer Trust Company of Delaware.}

Alex began his career at Wells Fargo Advisors in 2011 before joining Oppenheimer and partnering with Wallace Davis in January 2016. With over a decade of experience in guiding clients through various economic conditions, Alex brings a wealth of knowledge to his clients. He focuses on holistic wealth planning, investment selection and due diligence, and customized strategies tailored to address each client's unique needs and objectives. His clients include entrepreneurs, corporate executives, legal firm partners, and retirees with significant wealth.

Alex's service model is characterized by exceptional attention to detail and a commitment to the client’s best interests. He provides in-depth financial planning, institutional-level investment management, and regular contact to keep clients informed and engaged. He is a Portfolio Manager within the firms OMEGA Group, a program that allows a select group of Financial Advisors to directly manage individual client portfolios. This is a highly personalized approach to investing and building portfolios that are unique to each client based on their individual financial situations.

Alex maintains a formal investment process that begins with a thorough assessment of each client's personal circumstances and objectives, which leads to the construction of an appropriate asset allocation model. He regularly reviews and, as needed, rebalances the portfolio to ensure it aligns with the client's goals. Alex has expertise in integrating alternative and non-correlated assets with traditional assets, where appropriate, for qualified investors.

Alex's collaborative approach is what set him, and the Grand Central Group, apart from other financial advisors. He partners closely with his clients' other professional advisors, including tax and legal professionals, to create a coordinated and seamless client experience. Whether the goal is to maximize wealth, minimize taxes, or create a legacy, Alex is committed to helping his clients navigate the complexities of the financial landscape with confidence and peace of mind.

He is a graduate of the University of Virginia where he played varsity baseball for four years. He currently live in Manhattan with his wife and two sons.

Cooper works closely with clients to create comprehensive planning strategies, in particular to motivated and successful professionals who wish to build generational wealth. He has extensive experience working with small business owners and advises on 401(k), defined benefit, and other retirement plans. In addition, Cooper has built relationships with the children and grandchildren of long-time clients and provides guidance on the transition of wealth.

Cooper graduated with honors from Boston University’s Questrom School of Business before starting a career at Wells Fargo Advisors in Boston. He serviced clients all over New England before moving to New York City in 2019 to join the Grand Central Group of Oppenheimer.

In his spare time, Cooper is passionate about traveling and learning about other cultures. He lends his time as a mentor for Big Brothers Big Sisters of NYC. He also enjoys playing tennis, guitar, and competing in local backgammon tournaments.

Jeffrey Lallemand joined The Grand Central Private Client Group of Oppenheimer in August 2023, bringing with him over 20 years of industry experience. Prior to this, he served as a Senior VP in the wealth management division of Maxim Group LLC for 15 years, where he advised a diverse clientele comprising entrepreneurs, officers of private and publicly held companies, legal firm partners, doctors, Wall Street executives, and affluent retirees.

In his role, Jeffrey goes beyond conventional financial advice, specializing in crafting personalized investment management and asset allocation strategies tailored to the unique and often intricate needs of each client. He takes a hands-on approach, actively overseeing the entire process from strategic development to implementation and ongoing portfolio monitoring.

Known for his analytical acuity, Jeffrey conducts meticulous research on companies and market conditions, consistently seeking opportunities and value. His core investment philosophy centers on high-quality, industry-leading companies concentrated in key growth sectors, showcasing his extensive background in various vehicles, including equities, fixed income, and structured products. Jeffrey is dedicated to fostering long-term relationships by prioritizing quality service, emphasizing education, transparency, and accessibility. His strong service ethic serves as the foundation of his practice, exemplified through an unwavering commitment to enhancing his clients' financial well-being.

A proud alumnus of Tufts University with a B.A. in economics, Jeffrey was also a member of the men’s lacrosse team. Jeffrey currently resides in Brooklyn, NY with his wife and two children and loves playing golf and ping pong.

Arnold Taub is a Director –Investments and has provided service to his clients with Oppenheimer & Co. Inc. for nearly 30 years. His practice is focused on equities and managed money, and he leverages the Firm’s extensive breadth of resources, services and thought leadership for each client. Arnold considers it vital to work with the highest standards of objectivity and integrity, putting his clients’ interests first.

He earned an M.B.A. in Finance from the University of Chicago Graduate School of Business. As an undergraduate at Brandeis University, he studied Liberal Arts and majored in Economics.

He also holds the FINRA General Securities Representative License (Series 7), the Uniform Securities Agent State Law Exam (Series 63) and the Uniform Investment Advisor Law Exam (Series 65).

Arnold’s wife runs a retail business and their daughter is a pediatric neurologist. In his spare time he is devoted to biking and exploring New York City with his camera.

Michael Locher is an Associate Director in the Grand Central Private Client Group. He collaborates closely with clients, facilitating effective communication and the implementation of the team's investment strategies, asset allocation plans, and personalized wealth management solutions.

Michael Locher became a part of the Oppenheimer team in 2010, bringing his expertise to the firm. Prior to joining Oppenheimer, he honed his skills at a private equity commercial real estate investment company located in Norfolk, Virginia. Here, he specialized in financial analysis, due diligence, and the execution of transactions related to the acquisition and disposition of multi-family residential properties.

Michael holds a Bachelor of Arts in Economics from the College of William and Mary and an MBA in Finance from the Gabelli School of Business at Fordham University. He is also a CFA Charterholder and an active member of the CFA Society Virginia. Currently, Michael resides in Virginia Beach, VA, with his wife and three children.

Ralph DiSomma has over 15 years of experience working at various global financial institutions. Whether it was opening a new account, settling a foreign equity or executing a futures trade, the focus on delivering an exceptional client experience has always remained a core focus of his approach. Throughout his career, Ralph has come across many different scenarios and has always strived to provide the client with the best possible strategies for their specific situation.

After graduating from Bernard Baruch College in Manhattan, Ralph began his financial career working on a commodity trading desk. He joined Oppenheimer in February of 2017.

Ralph grew up in Brooklyn, NY where he currently resides with his wife and three children. Most of his free time is spent on various activities involving his children. Ralph enjoys cooking, gardening and just spending time with friends and family.