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

Learn More

Mark Duvall

Co-President & Chief Investment Officer | Menlo Park, California
License/Certifications: CFA®
Calendar: Schedule a meeting
Email:
mduvall@opeswealth.com
Office: 408.831.5808

Learn More

Louis Odette

Investment Management | Menlo Park, California
License/Certifications: CFA®
Calendar: Schedule a meeting
Email: lodette@opeswealth.com
Office: 408.831.5015

Learn More

Tracie Southerland

Wealth Advisor
License/Certifications: NMLS 296909
Calendar: Schedule a meeting
Email: tsoutherland@opeswealth.com
Cell: 650.255.1477

Learn More

Unesa Miguel

Client Services / Compliance | Menlo Park, California

Email: umiguel@opeswealth.com
Office: 408.831.5807

Learn More

Drew Himes

Investment Management | Menlo Park, California

Email: dhimes@opeswealth.com
Office: 408.831.5067

Learn More

Kenji Bleicker

Wealth Advisor
License/Certifications: CFP®️

Email: kbleicker@opeswealth.com
Office: 541.363.8919

Learn More

Ann Timoney

Personal Finance Advisor
License/Certifications: CFP®️

Email: atimoney@opeswealth.com
Office: 408.981.1335

Learn More

Anthony Fischetti

Client Services | Menlo Park, California

Email: afischetti@opeswealth.com
Office: 408.831.5806

Learn More

Lyla Bonilla

Client Services | Menlo Park, California

Email: lbonilla@opeswealth.com
Office: 408.831.5812

Learn More

Erin Whalen

Co-President | Menlo Park, California

Calendar: Schedule a meeting
Email: ewhalen@opesadvisors.com
Office: 408.831.5809

Learn More

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

Learn More

Tracie Southerland

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

Email: tsoutherland@opeswealth.com
Office: 650.319.1603

Learn More

Unesa Miguel

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

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

Learn More

Drew Himes

Investment Management | Menlo Park, California

Email: dhimes@opeswealth.com
Office: 408.831.5067

Learn More

Ann Timoney

Senior Loan Advisor
License/Certifications: CFP®

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

Learn More

Lyla Bonilla

Client Services | Menlo Park, California

Email: lbonilla@opeswealth.com
Office: 408.831.5067

Learn More

Anthony Fischetti

Client Service Associate | Menlo Park, California

Email: afischetti@opeswealth.com
Office: 408.831.5806

Learn More

Kenji Bleicker

Personal Finance Advisor
License/Certifications: CFP®️

Email: kbleicker@opeswealth.com
Office: 408.831-5813

Learn More

Recent Articles