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
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 | Menlo Park, California
License/Certifications: NMLS 296909
Email: tsoutherland@opesadvisors.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
Lyla Bonilla
Client Services | Menlo Park, California
Email: lbonilla@opeswealth.com
Office: 408.831.5067
Ann Timoney
Personal Finance Advisor
License/Certifications: CFP®️
Email: atimoney@opeswealth.com
Office: 408.981.1335
Erin Whalen
Co-President | Menlo Park, California
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@opesadvisors.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
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