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Principals

Our firm was founded by successful executives dissatisfied with the lack of strategic leadership they saw in the industry. They bring together a unique combination of expertise in wealth management, mortgage banking, and strategic planning.

Photo FPO

Jonathan Lee

Executive Chairman, Co-Founder
jlee@opesadvisors.com · 650.319.1600 · bio

Susan McHan

CEO & President, Co-Founder
smchan@opesadvisors.com · 650.319.1600 · bio

Mark Duvall

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

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.
Opes Wealth >

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.
Opes Mortgage >