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

Email: ewhalen@opesadvisors.com
Office: 408.831.5809

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Mark Duvall

Co-President & Chief Investment Officer | Menlo Park, California
License/Certifications: CFA®

Email: mduvall@opesadvisors.com
Office: 408.831.5808

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Louis Odette

Investment Management | Menlo Park, California
License/Certifications: CFA®

Email: lodette@opeswealth.com
Office: 408.831.5015

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Tracie Southerland

Wealth Advisor | Menlo Park, California
License/Certifications: NMLS 296909

Email: tsoutherland@opesadvisors.com
Office: 650.319.1603

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Unesa Miguel

Senior Client Service Associate / Chief Compliance Officer | Menlo Park, California

Email: umiguel@opesadvisors.com
Office: 408-831-5807

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Drew Himes

Investment Management | Menlo Park, California

Email: dhimes@opeswealth.com
Office: 408.831.5067

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Lyla Bonilla

Client Services | Menlo Park, California

Email: lbonilla@opeswealth.com
Office: 408.831.5067

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Ann Timoney

Personal Finance Advisor
License/Certifications: CFP®️

Email: atimoney@opeswealth.com
Office: 408.981.1335

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Erin Whalen

Co-President | Menlo Park, California

Email: ewhalen@opesadvisors.com
Office: 408.831.5809

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Mark Duvall

Co-President & Chief Investment Officer | Menlo Park, California
License/Certifications: CFA ®

Email: mduvall@opesadvisors.com
Office: 408.831.5808

Learn More

Louis Odette

Investment Management | Menlo Park, California
License/Certifications: CFA ®

Email: lodette@opeswealth.com
Office: 408.831.5015

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Tracie Southerland

Wealth Advisor | Palo Alto, California
License/Certifications: NMLS 296909

Email: tsoutherland@opesadvisors.com
Office: 650.319.1603

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Unesa Miguel

Senior Client Service Associate / Chief Compliance Officer | Menlo Park, California

Email: umiguel@opesadvisors.com
Office: 408-831-5807

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Drew Himes

Investment Management | Menlo Park, California

Email: dhimes@opeswealth.com
Office: 408.831.5067

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Ann Timoney

Senior Loan Advisor
License/Certifications: CFP®

Email: Ann.Timoney@flagstar.com
Office: 408.458.3504

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Lyla Bonilla

Client Services | Menlo Park, California

Email: lbonilla@opeswealth.com
Office: 408.831.5067

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