Meet our team
Client Services | Menlo Park, California
Lyla joined Opes in 2021 as a Client Service Associate eager to assist clients with all their wealth management needs.
She enjoys connecting with clients and strives to deliver a superior client experience. Cultivating relationships between the clients and the Opes team have been incredibly rewarding for her.
Prior to joining Opes Advisors, Lyla began her career at Cambridge Associates, starting as an Investment Operations Associate and ending her time there as an Investment Analyst.
While at Cambridge, her responsibilities included: client correspondence, investment implementation, overseeing client portfolios, and conducting investment research.
Lyla is from the beautiful island of Oahu and graduated from the University of Hawaii at Manoa with a Bachelor of Business Administration in Finance.
In her free time, she enjoys roller skating on bike trails near the Bay and spending time with her family.