Meet our team
Drew Himes
Investment Management | Menlo Park, California
Why
Drew is the Trader at Opes, starting in 2020.
He enjoys the ever changing nature of the investment environment and creating a narrative from numbers to better serve clients.
Experience
Drew has experience with trading, investment operations, and portfolio management as a trader at a global investment manager and also as an RIA-specific trading specialist.
who
A native Midwesterner, Drew grew up in Chicagoland and attended the University of Iowa.
He and his wife, Reagan, moved to San Jose in 2018. They enjoy the outdoors as beginner campers, and Drew is an avid golfer who will never realize his Senior Tour Dream.
Erin Whalen
Co-President | Menlo Park, California
Calendar: Schedule a meeting
Email: ewhalen@opeswealth.com
Office: 408.831.5809
Mark Duvall
Co-President | Menlo Park, California
License/Certifications: CFA®
Calendar: Schedule a meeting
Email: mduvall@opeswealth.com
Office: 408.831.5808
Louis Odette
Chief Investment Officer | Menlo Park, California
License/Certifications: CFA®
Calendar: Schedule a meeting
Email: lodette@opeswealth.com
Office: 408.831.5015
Tracie Southerland
Wealth Advisor
License/Certifications: NMLS 296909
Calendar: Schedule a meeting
Email: tsoutherland@opeswealth.com
Cell: 650.255.1477
Unesa Miguel
Client Services / Compliance | Menlo Park, California
Email: umiguel@opeswealth.com
Office: 408.831.5807
Drew Himes
Investment Management | Menlo Park, California
Email: dhimes@opeswealth.com
Office: 408.831.5067
Kenji Bleicker
Wealth Advisor
License/Certifications: CFP®️
Email: kbleicker@opeswealth.com
Office: 541.363.8919
Ann Timoney
Trusted Referral Partner
License/Certifications: CFP®️
Email: atimoney@opeswealth.com
Office: 408.981.1335
Lyla Bonilla
Calvin Webster
Client Services | Menlo Park, California
Email: cwebster@opeswealth.com
Office: 408.831.5812
Erin Whalen
Co-President | Menlo Park, California
Calendar: Schedule a meeting
Email: ewhalen@opesadvisors.com
Office: 408.831.5809
Mark Duvall
Co-President & Chief Investment Officer | Menlo Park, California
License/Certifications: CFA ®
Email: mduvall@opesadvisors.com
Office: 408.831.5808
Louis Odette
Investment Management | Menlo Park, California
License/Certifications: CFA ®
Email: lodette@opeswealth.com
Office: 408.831.5015
Tracie Southerland
Wealth Advisor | Palo Alto, California
License/Certifications: NMLS 296909
Email: tsoutherland@opeswealth.com
Office: 650.319.1603
Unesa Miguel
Senior Client Service Associate / Chief Compliance Officer | Menlo Park, California
Email: umiguel@opesadvisors.com
Office: 408-831-5807
Drew Himes
Investment Management | Menlo Park, California
Email: dhimes@opeswealth.com
Office: 408.831.5067
Ann Timoney
Senior Loan Advisor
License/Certifications: CFP®
Email: Ann.Timoney@flagstar.com
Office: 408.458.3504
Lyla Bonilla
Client Services | Menlo Park, California
Email: lbonilla@opeswealth.com
Office: 408.831.5067
Anthony Fischetti
Client Service Associate | Menlo Park, California
Email: afischetti@opeswealth.com
Office: 408.831.5806
Kenji Bleicker
Personal Finance Advisor
License/Certifications: CFP®️
Email: kbleicker@opeswealth.com
Office: 408.831-5813
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