Meet our team
Louis Odette
Investment Management | 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.

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 and Charlie, 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

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

Louis Odette
Investment Management | 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
Personal Finance Advisor
License/Certifications: CFP®️
Email: atimoney@opeswealth.com
Office: 408.981.1335

Anthony Fischetti
Client Services | Menlo Park, California
Email: afischetti@opeswealth.com
Office: 408.831.5806

Lyla Bonilla
Client Services | Menlo Park, California
Email: lbonilla@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