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Principals

 

Mark Duvall

Mark Duvall

Principal & Chief Investment Officer, CFA®
mduvall@opesadvisors.com · 650.319.1600

Mr. Duvall has over 20 years of direct experience designing and implementing effective investment solutions for high net worth clients and institutional investors. Most recently Mark held the position of Senior Investment Counselor for Wells Fargo Private Bank where he managed client assets of well over 1 billion dollars. He is a cum laude graduate of Dartmouth College and he attained his Chartered Financial Analyst® (CFA®) designation from the CFA Institute in 1991. At Opes, Mark leads all activities of the Investment Management group, including the implementation of individual equity and fixed income portfolios, asset allocation selection and investment strategy.

Mark and his family live in Menlo Park.

Opes Advisors is licensed as a registered investment advisor with the Securities and Exchange Commission (SEC) and is licensed as a Residential Mortgage Lender by the CA Dept of Real Estate, license #01458652
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Wealth Management

Your goals to maintain your lifestyle, provide for your family's education, retire comfortably, and leave a legacy are affected by how you manage all aspects of your finances.
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Mortgage Services

When financing a home, Opes clients have a wealth management team working for them – at no more cost than obtaining a mortgage from a conventional firm.
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