Chief Executive Officer
Investor Relations Manager
Investment Consultant
Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Wealth Manager
Financial Advisor
Financial Represenative
Financial Advisor
Senior Compliance Officer
Director of Client Services
Director Of Operations
Client Service Associate
Client Service Associate
Operations and Transition Specialist
Tax Specialist and Compliance Officer
Financial & Operations Principal
William Mayer is the Founder and Chief Executive Officer of William Mayer Trading Group, a comprehensive wealth planning firm based in Greenwich, Connecticut. With nearly 20 years of experience, Mayer is a respected advisor serving the needs of professionals, business owners, high net-worth families, and corporate retirement plan sponsors. Consistently recognized by his clients, colleagues, and industry associations for his outstanding service and professionalism, William Mayer has been the recipient of many accolades including the 2009 and 2010 National Quality Award1 and the 2013 Top of the Table qualification2.
Early on in his wealth management practice, Mayer recognized the important role professional development plays in delivering the most innovative financial planning and investment strategies for his clients. Holding a Bachelor of Arts with business concentration degree from Virginia Tech, Mayer went on to complete his Masters of Science in Financial Services through the Irwin Graduate School of the American College. In addition to the FINRA Series 6, 63, 66, 7, 24, 53, and 4 securities registrations held with William Mayer Trading Group, and Life/Health/Long Term Care Insurance licensing, Mayer maintains the following certifications and professional associations:
William Mayer and his wife Corey reside in Greenwich with their five wonderful children. He is an active member of Holy Trinity Anglican Church as well as an active supporter of Cornerstone Academy. Away from the office, Mayer enjoys spending time with his family and friends, playing guitar and chess, going to the beach, and following the Virginia Tech Hokies.
1. National Association.of Insurance & Financial Advisors National Quality Award recognizes advisors for their commitment to excellence in service to clients & profession, pursuit of education & certification, and adherence to NAIFA’s Code of Ethics.
2. MDRT- The Premier Association of Financial Professionals Court of the Table Qualification recognizes Advisors who demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client services.
After graduating from Auburn University’s Harbert College of Business with a Bachelor’s Degree in Finance, John relocated to Greenwich to begin her career in Wealth Management. In addition to being a former nominee for Fidelity’s President’s Circle Award representing the top one percent of advisors, John has also been recognized by the International Association of Registered Financial Consultants for fostering public confidence in the financial industry. John Cheng holds FINRA series 7, 63, and 66 registered with William Mayer Trading Group. He’s also been an active volunteer with the Junior Achievement program to help promote financial literacy to students in grades K-12.
Jim holds undergraduate (B.S., Psychology, magna cum laude), law (J.D.), and business (M.B.A.) degrees from Duke University. He also studied British Politics at England’s prestigious Oxford University (New College).
Jim served for seven years as Associate Dean at Duke University’s Fuqua School of Business, including four years heading up its flagship, full-time MBA program. During his tenure, Fuqua rose in national rankings to become a Top 5 business school. Prior to joining Fuqua, he co-founded and was President of The Dilweg Companies, a highly successful commercial real estate investment firm. Before that, Jim was a Federal securities law and commercial real estate attorney at Jones Day, one of the largest law firms in the world.
Jim has held leadership roles with a number of educational and charitable organizations, such as Duke Children’s Hospital, the V Foundation for Cancer Research, Carolina Adoption Society, and the Fuqua School of Business. At various points in his career, he has been interviewed by The Wall Street Journal, The New York Times, The Financial Times, China Daily, and NPR.
Jim holds FINRA Series 7 and 66 securities registrations held through Fortress Private Ledger.
Jill Homan is President of Javelin 19 Investments, a Washington, DC-based real estate investment, development, and advisory firm and a leader in the new Opportunity Zone (“OZ”) area. Ms. Homan has more than fifteen years’ experience in real estate acquisitions, dispositions, development, financing, asset management and leasing totaling almost $500 million in total capitalization.
Since January 2018, Ms. Homan has worked with legislative and Administrative members to develop a comprehensive understanding of the OZ program and advocate for regulations that allow for the real estate industry to participate in the OZ program. She has helped working groups of attorneys and accountants develop real estate deal structures to fit into the program guidelines and advocated for issues of importance to the real estate industry. Further, Ms. Homan has testified at both IRS Opportunity Zone hearings in 2019.
As a fifteen year veteran of real estate development, Ms. Homan is co-developing a $52 million multifamily project in an Opportunity Zone and raised OZ capital. Ms. Homan has applied her knowledge of emerging communities and her expertise in policy and real estate to advise investors and developers on the OZ program. She has been a featured panelist on numerous past and future OZ programs.
Ms. Homan previously worked as vice president for Perseus Realty, where she was responsible for acquisitions, underwriting, assisting in the capitalization of ongoing projects, and managing due diligence processes. Additionally, Ms. Homan assisted in the formation and structure of a discretionary GP investment partnership and managed its investor relations.
She has extensive political and policy experience, having worked on Capitol Hill as a legislative assistant and press secretary. Currently, she holds elective office and senior political party leadership positions. Further, she was one of eight members of the site selection committees for the 2016 and 2020 national conventions for one of the two major political parties.
Ms. Homan earned both a Master of Business Administration and Master of Public Policy degrees from Duke University, focusing on finance and authoring a thesis on urban revitalization. Further, Ms. Homan holds two undergraduate degrees from the University of Dayton–a Bachelor of Science in mechanical engineering and a Bachelor of Arts in German.
She is LEED® AP (Leadership in Energy and Environmental Design Accredited Professional) and a member of Commercial Real Estate Women DC (CREW DC). Additionally, Ms. Homan served on the Board of Visitors for Duke University’s School of Public Policy and co-chairs the Duke University’s alumni organization in the metro Washington, DC region. Ms. Homan resides in Washington, DC.
Kent is a CFP® and a portfolio manager with William Mayer Trading Group, a Registered Investment Adviser in North Carolina. He has 20 years of experience in financial markets and has worked in real estate, banking, lending, investments, insurance and financial planning.
Kent has a bachelor’s degree from Hampden-Sydney and a 15-year career in banking and financial planning with legacy Wachovia and legacy BB&T. He is passionate about developing ways to take advantage of the movement in the financial markets
Kent lives in Mount Airy, NC with his wife Bonnie and three children, Eden, Eliza, and Peyton. He is the worship leader for Winston Salem First Assembly children’s ministry.
Info Forthcoming…
Info Forthcoming…
With more than three decades in the financial services industry as well as a former practicing CPA, Michael’s primary focus is helping individuals and business owners grow, preserve and tax efficiently distribute their retirement assets. Michael’s extensive experience in public speaking has sharpened his ability to communicate effectively with clients in an easy to understand conversational style.
Michael lives in Pinehurst with his wife Gillian, his two hounds Ralphie and Penny and is an avid golfer. Michael enjoys classic cars, classic rock and the History Channel. He has also been a major fund raiser for the Tisch Multiple Sclerosis Research Center of New York over the past decade.
Kevin Brown, CFP® graduated from Utah State University with two Bachelor of Science Degrees, one in Finance and another in Economics. He obtained minors in Real Estate and Personal Financial Planning. Prior to working in personal finance, Kevin has experience working as a financial manager in a small business, aiding the company owner in improving the longevity and financial structure of the company. He has since worked as a financial advisor using his Series 7 and Series 66 licenses. As a Financial Representative, Kevin has spent years helping people of various economic circumstances with their financial future.
Kevin has been happily married to his wonderful wife Brynn since 2017 and has been blessed with both a Daughter and a Son – Kapri and Ari. He and his Family never miss an opportunity to head to the beach, get involved in community events or to serve in various capacities within their local church congregation.
Jake holds his NC Life and Health insurance licenses and uses his unique skill set to problem solve and create sound financial strategies for his clients. He has been recognized as one of William Mayer Top Sales Stars and specializes in working with those in tech sales roles.
He lives in Holly Springs with his wife Caitie, son Luke, and dog Turbo. When he’s not at work, Jake enjoys playing disc golf, basketball, soccer and watching the Pittsburgh Steelers.
Jeff Herman has over 30 years of wide-ranging experience in the financial services industry. He has held various positions, ranging from Financial Advisor to Executive Officer. Prior to joining William Mayer Trading Group, Jeff was an advisor at Wagner Wealth Management. In addition, Jeff worked in New York and Tokyo, building and distributing a Variable Annuity for the investing public. Jeff’s unique international perspective is a tremendous advantage to clients interested in global investments.
Mike Noppinger has more than 12 years of experience within the financial industry and currently serves as Senior Compliance Officer at William Mayer Trading Group. Prior to joining WM, Mike spent over 10 years at T. Rowe Price working in various compliance roles. He graduated from Towson University with a Bachelor of Science in Business Administration and Master of Business Administration (“MBA”). Mike enjoys spending time with family and is an avid basketball fan.
Mike holds the FINRA Series 7, Series 24 and Series 63 licenses
Amanda Campbell joined William Mayer Trading Group in 2024 as the Director of Client Services.
With 15 years of experience in the financial services industry, and a focus on holistic comprehensive planning, Amanda enjoys aligning technical investment and tax strategy with the human element to deliver a top-notch client experience and outcome.
Amanda grew up in Endicott, NY and escaped the snow to graduate from the Kenan-Flagler Business School at the University of North Carolina-Chapel Hill. She obtained her Certified Financial Planner® certification in 2012 and holds FINRA Series 6, 7, 63, and 65 registrations. Prior to joining SJ, Amanda served as the Director of Financial Planning at Commonwealth Financial Group in Charleston, SC for 9 years.
After bouncing around the southeast for the better part of a decade, Amanda is happy to call Raleigh home. In her free time, you can find her on the tennis court or soaking up life with her husband, Ian, and two kids.
Ashley Hester has more than 19 years of experience within financial operations and currently serves as the Director of Operations for William Mayer Trading Group. Prior to joining WM, Ashley worked as a VP in Anti-Money Laundering at Credit Suisse-Americas. From 2013 to 2020, she worked within various hedge funds portfolios as the Operations Director to SOJE Capital LLC. From 2011 to 2013, she served as the Operations Manager of Gilder Office for Growth, a family office hedge fund in Seattle, WA. Earlier in her career, Ashley was an Office Manager for Brightleaf Partners LP, a long-short equity fund and prior to that experience, a business manager serving Duke Faculty.
Prior to her career in financial operations, Ashley became involved in the Durham Crisis Response Center as a North Carolina grant-funded therapist and subsequently spearheaded Caring Hands Foundation Inc., a private foundation distributing grants to local area non-profits for victims of crime.
Ashley received her Bachelors from North Carolina Wesleyan College, her M.S. in Criminological Theory from the University of Cincinnati (2009), and her M.B.A. from Campbell University (2013).
Holli Kohl has worked in the financial industry for over 10 years and currently serves as a Client Service Associate at William Mayer. Prior to joining William Mayer Trading Group, Holli worked at Truist, previously BB&T; there she worked closely with high-net-worth families and business owners. She graduated with a degree in History from Appalachian State University in Boone, North Carolina. In her free time Holli enjoys spending time with friends and family, playing board games and traveling.
Tiffany Baptist is a dedicated professional with a strong background in psychology and business supervision and management, bringing over five years of experience in the financial services industry. She specializes in back office management, project management, marketing and advisory transition support utilizing expertise in data management, compliance, and client support to drive successful financial initiatives. Committed to continuous improvement, Tiffany thrives in dynamic environments and enjoys collaborating with industry peers. Outside of work, she enjoys taking landscape photography, camping, paddle boarding, and dancing which add creativity and balance to her life.
Dave joins William Mayer Trading Group with over 22 years of experience in the financial planning space. In addition to his CFP, CPA, and EA licenses, Dave has also completed the CLU, ChFC, and a number of FINRA exams giving him a robust background in the tax and compliance space. He uses his expertise to assist advisors and their clients on different tax strategies and spends his free time flying helicopters.
Corey directs William Mayer Retirement Plan Advisors marketing efforts and ensures our message of improving retirement readiness is heard loud and clear. In addition to her marketing and public relations responsibilities, Corey serves as our Corporate Liaison in working with our various strategic partners including Interactive Brokers, Investment Managers, Record-keepers and the like. Corey graduated from Princeton University and subsequently completed her Masters degree at Duke, she draws on years of professional communications experience every day.
Regina McCrorie is an experienced professional with a demonstrated history in the financial industry. After 20 years in institutional finance, Regina became a registered principal and now serves as as compliance officer at William Mayer Trading Group. She has extensive experience in financial analysis, audit, compliance and systems. She graduated from Fordham University with a bachelors degree in Business Administration with concentrations in both Finance and Economics.
Regina and her husband Bill have been married for 29 years and have 3 adult children. They moved to Greenwich from NYC soon after they married and raised their children here. Regina has always been an active member in her community, including multiple volunteer positions in her church, neighborhood and Girl Scouts.
Regina holds a FINRA Series 7 securities registration and FINRA 24 principal registration.