Meet our team

Louis Odette

Chief Investment Officer

| Menlo Park, California

Why

Louis joined Opes as Sr. Client Portfolio Manager in 2020.

He was attracted to the opportunity to put his financial research skills to work while building relationships with individuals and families. This has allowed him to experience firsthand the real-world outcomes that his investment work helps them achieve.

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Experience

Louis previously spent nine years in Citigroup’s research department as a strategist covering exchange traded funds (ETFs), based in San Francisco then London.

In his role at Opes, he has extended the institutionally focused skills he developed there to incorporate a broader range of considerations for non-professional investor clients.

who

Louis grew up in Massachusetts and received his bachelor’s degree from Dartmouth College before moving to the Bay Area in 2006. He went on to obtain his CFA charter and earn a master’s degree in financial engineering from the University of California, Berkeley.

Louis lives in Mountain view with his wife, Amanda, and sons, Louie, Charlie, and Henry, the fourth generation of her family to reside in their Eichler home. In his spare time, he can be found skiing the slopes around Lake Tahoe and once spent an entire winter living in Steamboat, CO.

Erin Whalen

Co-President | Menlo Park, California

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

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Mark Duvall

Co-President | Menlo Park, California
License/Certifications: CFA®

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Email: mduvall@opeswealth.com
Office: 408.831.5808

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Louis Odette

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

Calendar: Schedule a meeting
Email: lodette@opeswealth.com
Office: 408.831.5015

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Tracie Southerland

Wealth Advisor
License/Certifications: NMLS 296909

Calendar: Schedule a meeting
Email: tsoutherland@opeswealth.com
Cell: 650.255.1477

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Unesa Miguel

Client Services / Compliance | Menlo Park, California

Email: umiguel@opeswealth.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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Kenji Bleicker

Wealth Advisor
License/Certifications: CFP®️

Email: kbleicker@opeswealth.com
Office: 541.363.8919

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Ann Timoney

Trusted Referral Partner
License/Certifications: CFP®️

Email: atimoney@opeswealth.com
Office: 408.981.1335

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Lyla Bonilla

Associate Planner | Honolulu, Hawai'i

Email: lbonilla@opeswealth.com
Office: 408.831.5806

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