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.}

Stephen oversees Omega program equity portfolios managed for the team’s clients. He has served families on five continents and their descendants, having advised during wealth transfers through generations and across borders. He also leverages the strengths of Oppenheimer’s Investment Bank to aid initiatives of entrepreneurs and business leaders among our clients.

At Merrill Lynch, he helped launch the international discretionary portfolio service, served on management advisory committees and as the international leadership group’s investment banking liaison. At Chase Manhattan Bank, he was a portfolio manager, promoted to international unit co-manager, then international investment & custody product manager. Other roles included 880 Fifth Avenue Corp. president, Smart Money Magazine advisory board, and the NY Society of Security Analysts wealth management committee. He is a member of Society of Trust & Estate Practitioners (STEP.)

He and his wife are involved in community outreach as well as preservation efforts in Dutchess County, New York. Their architecture and landscape designs can be seen on The Garden Conservancy Open Days.

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 focuses in holistic financial planning for business owners and high-net-worth individuals, as well as creating tax-conscious investment strategies for top earners. His approach is guided by a simple but powerful belief: it’s not just what you earn, it’s what you keep. From optimizing balance sheets to properly structuring investment and insurance portfolios, Cooper works on finding creative strategies that others often overlook.

Cooper began his career with Wells Fargo Advisors in Boston in 2016, where he built a strong foundation serving clients throughout New England. With a decade of industry experience, he brings a sophisticated yet deeply personal approach to financial planning. As a Portfolio Manager within the firm's OMEGA Portfolio Management Program, he develops custom-tailored portfolios designed to address each client's unique goals and objectives.

Outside the office, Cooper serves as the CFO of his wife's burgeoning bridal brand. He is an avid traveler, has a deceptively dangerous tennis backhand, and enjoys reading biographies of visionaries who have reshaped industries and generations.

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.

Ryan brings a wide range of experience, from estate and retirement planning to tax analysis & strategies to his practice.

He serves the group by performing and maintaining in-depth client service, including analysis of personal and financial circumstances, portfolio optimization, and ensuring a customized and comprehensive approach to personal wealth management.

Prior to joining Oppenheimer, Ryan worked with corporate executives as an Asset & Wealth Management Summer Analyst at Goldman Sachs, focusing on tax-efficient strategies for concentrated stock positions, wealth transfer planning, and portfolio construction.

He graduated with honors from The Ohio State University’s Fisher College of Business.

In his free time, Ryan enjoys backpacking, restoring antiques, and participating in community service.

Aaron Zirker began his career in 2013 by founding an algorithmic trading technology company and has since lead several projects in the New York startup space. With over a decade of experience in financial technology, emerging technology, and digital trading Aaron brings a forward-thinking approach to wealth management. His experience in finance, entrepreneurship, and advisory services empowers him to recommend personalized strategies and innovative strategies that help clients achieve their financial goals.

Before joining Oppenheimer, Aaron founded and led several successful fintech and healthcare ventures, refining his skills in strategic planning, market analysis, and client relationship management. His diverse experience includes service as a congressional advisor, a role that underscores his deep understanding of the relationship between market trends and regulatory issues. Advising in emerging industries required dedicated and fast self-education - a skill that Aaron translates to gaining a deep understanding of a client’s portfolio, even in the most esoteric circumstances.

Aaron’s career has been defined by his ability to navigate complex financial landscapes and provide clients with actionable insights. His expertise in investment strategy, risk management, and long-term financial planning helps ensure that clients receive tailored guidance that aligns with their unique goals and aspirations.

Aaron earned a Bachelor of Arts in Biology from New York University, where his analytical training and scientific mindset laid a solid foundation for his financial career. Based in Brooklyn, New York Aaron is an active participant in the local business community and a sought-after speaker at industry events, where he shares his knowledge on emerging financial and technological trends.

Kevin’s career in finance grew out of a dedication to family. Joining Oppenheimer & Co. Inc. gave him the opportunity to work alongside his father, serving clients of many decades standing. His role comprises careful interviews and data gathering for aspects of finance that are particularly meaningful in our clients’ lives, including gifting, inheritance and legacies. Expanding on that service, Kevin focuses on helping younger generations and new clients plan for their families, now and into the future, through a consultative financial planning relationship.

Before starting his career in finance, Kevin held marketing and business development roles at top New York agencies. He holds a Bachelor of Fine Arts from Endicott College.

Kevin lives in Bedford, NY with his wife Patricia and their son Declan.

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.

Nicholas began his career in finance with an overriding principle; attention to client service. Before coming to Wall Street, he was an entrepreneur, starting property management and lifestyle service businesses, which provided a valuable foundational experience.

His role provides a bridge between client financial needs and the contingencies of markets and regulatory requirements. He helps oversee managed portfolio trade execution, and assists clients who use Oppenheimer & Co. Inc. equity research to direct their own investments. Nic is entrusted by the team to assure that all transactional requests are met efficiently and promptly. He works from the firm’s Washington, DC office.

Nic graduated magna cum laude with a Bachelor of Business Administration in Finance from Hofstra University.

As a Client Service Associate with the Certus Group at Oppenheimer & Co Inc., Caroline manages day to day operations, client support, and account administration with precision and care. She serves as a reliable point of contact for clients seeking clarity, service, and timely assistance.

She is a graduate of New York University, where she developed both the analytical discipline and interpersonal skills that continue to guide her work today. With a background in client service, she brings a conscientious, detail driven approach to delivering a seamless client experience.

Outside the office, she is an avid cinephile and devoted book worm, always exploring new films and stories that broaden her perspective.