Our People

Expertise You Can Build a Relationship Around

Behind every recommendation is an advisor who has taken the time to understand a client's full financial picture — not just the trade in front of them.

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Choose Your Financial Professional

Every client relationship at 100 Wall Investments begins with a conversation. Choosing the right advisor means finding someone whose expertise matches your objectives — and whose approach you trust.

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Experienced Professionals. Informed Perspectives.

Our advisors draw on a shared base of expertise across:

  • Equities
  • Fixed-income securities
  • Corporate and government bonds
  • Certificates of deposit
  • Foreign exchange
  • Capital markets
  • Portfolio and investment considerations
  • Market research
  • Domestic and international securities
  • Wealth and financial planning

FINRA-Registered Professionals

Our financial professionals are registered with FINRA. Clients are encouraged to review an advisor's background, registration history, and qualifications through FINRA BrokerCheck before beginning a relationship — a resource we're glad to point clients to directly.

Illustrative directory — sample advisor profiles for demonstration purposes

Find Your Advisor

A preview of the kind of directory 100 Wall Investments would present to prospective clients.

JM

James Mercer

Senior Advisor, Equities

Focused on U.S. and international equity portfolios for private and institutional clients.

EquitiesGrowthIntl. Markets
CR

Clara Reyes

Advisor, Fixed Income

Specializes in municipal and corporate bond strategies for income-focused clients.

BondsMunisIncome
D.O

David Okafor

Advisor, FX & Corporate

Works with corporate clients on currency hedging and cross-border cash management.

FXCorporateHedging
AT

Anna Torres

Advisor, Wealth Planning

Builds long-term financial plans that connect equities, fixed income, and client goals.

PlanningPortfoliosPrivate Clients

Find Your Advisor

Tell us about your objectives, and we'll connect you with the advisor best suited to them.

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