Meet our team

Unesa Miguel

Head of Client Services / Chief Compliance Officer | Menlo Park, California

Why

Unesa joined Opes in 2017 as a Client Service Associate.

Support, help, and nurture are some of Unesa’s core values, and in her over 15 years of Client Service and Investment Operations experience, she brings her passion for helping clients and her colleagues to her work every day. Unesa also serves as the firm’s Chief Compliance Officer.

Experience

Prior to joining Opes Advisors, Unesa spent more than a decade at Cambridge Associates, starting as an Associate and ending her work there as the Associate Director in Client Service.

At Cambridge, Unesa served as the central point of contact for clients and internal groups, including compliance documentation. She also oversaw investment implementation and assisted with development of operational support.

who

Unesa was originally from a country consisting of more than 7,100 islands, the Philippines, and immigrated to The States.

She graduated from the University of San Francisco with a Bachelor of Science in Applied Economics. Unesa lives in San Jose with her husband and two children. Travel is her passion and together they enjoy traveling to learn and understand other cultures while creating little memories that will last a lifetime.

Erin Whalen

Co-President | Menlo Park, California

Calendar: Schedule a meeting
Email: ewhalen@opeswealth.com
Office: 408.831.5809

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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

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Louis Odette

Investment Management | Menlo Park, California
License/Certifications: CFA®

Calendar: Schedule a meeting
Email: lodette@opeswealth.com
Office: 408.831.5015

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Tracie Southerland

Wealth Advisor
License/Certifications: NMLS 296909

Calendar: Schedule a meeting
Email: tsoutherland@opeswealth.com
Cell: 650.255.1477

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Unesa Miguel

Client Services / Compliance | Menlo Park, California

Email: umiguel@opeswealth.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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Kenji Bleicker

Wealth Advisor
License/Certifications: CFP®️

Email: kbleicker@opeswealth.com
Office: 541.363.8919

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Ann Timoney

Personal Finance Advisor
License/Certifications: CFP®️

Email: atimoney@opeswealth.com
Office: 408.981.1335

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Anthony Fischetti

Client Services | Menlo Park, California

Email: afischetti@opeswealth.com
Office: 408.831.5806

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