Meet our team

Mark Duvall

Co-President & Chief Investment Officer  |  Menlo Park, California

 

Why

Mark joined Opes in 2005 in order to combine financial planning, investments, and real estate into a comprehensive offer for clients.

Given the high cost of residential real estate in several West Coast cities, and his direct experience in real estate development, Mark has wanted to help people navigate both the opportunities and challenges that come with complex lives. Mark now serves as Co-President for the firm, and appreciates the relationships which provide him the opportunity to help guide satisfying lives for clients.

Experience

Mark has been helping clients navigate their financial journeys for over 30 years.

After achieving his Chartered Financial Analyst designation in the early 90s, he began working with individual clients along with researching individual US and non-US stocks. Working through myriad complex client situations has led Mark to increasingly focus on the full range of personal and financial issues impacting his clients’ lives, while retaining attention on risk and diversification in investments.

who

Mark attended Dartmouth College before moving back to the West Coast in 1984, with lengthy stints in Seattle, Los Angeles, and the Bay Area.

Mark lives in Menlo Park with his wife Lee, while his daughter Addison is attending university in Southern California. In his spare time, he works on staying healthy with weekend mountain bike rides, skiing, and pickleball.

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

Learn More

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

Learn More

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