Meet our team
Co-President & Chief Investment Officer | Menlo Park, California
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.
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.
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.