Mark Townsend Duvall
Präsident bei Opes Wealth Management LLC
Profil
Mark Townsend Duvall is the founder of Opes Advisors, Inc. which was founded in 2004, where he held the title of Co-President & Chief Investment Officer.
Currently, he is the Co-President & Chief Investment Officer at Opes Wealth Management LLC.
Previously, he worked as a Senior Investment Counselor at Wells Fargo & Co. Mr. Duvall received his undergraduate degree from Dartmouth College.
Aktive Positionen von Mark Townsend Duvall
| Unternehmen | Position | Beginn |
|---|---|---|
Opes Wealth Management LLC
 Opes Wealth Management LLC Investment ManagersFinance Opes Wealth Management LLC (Opes Wealth) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded in 2018 as OWM LLC. Opes Wealth offers investment advisory services to individuals, business entities, and trusts. | Präsident | - |
Ehemalige bekannte Positionen von Mark Townsend Duvall
| Unternehmen | Position | Ende |
|---|---|---|
| WELLS FARGO & COMPANY | Corporate Officer/Principal | - |
Opes Advisors, Inc.
 Opes Advisors, Inc. Investment ManagersFinance Founded in 2004, Opes Advisors, Inc. is a registered investment advisor located in Cupertino, California. The firm offers real estate financing, investment management, and strategic tax and financial planning services. Their clients generally include individuals, business entities, trusts, and pension and profit sharing plans. | Gründer | - |
Ausbildung von Mark Townsend Duvall
| Dartmouth College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Börsennotierte Unternehmen | 1 |
|---|---|
| WELLS FARGO & COMPANY | Finance |
| Private Unternehmen | 2 |
|---|---|
Opes Advisors, Inc.
Opes Advisors, Inc. Investment ManagersFinance Founded in 2004, Opes Advisors, Inc. is a registered investment advisor located in Cupertino, California. The firm offers real estate financing, investment management, and strategic tax and financial planning services. Their clients generally include individuals, business entities, trusts, and pension and profit sharing plans. | Finance |
Opes Wealth Management LLC
Opes Wealth Management LLC Investment ManagersFinance Opes Wealth Management LLC (Opes Wealth) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded in 2018 as OWM LLC. Opes Wealth offers investment advisory services to individuals, business entities, and trusts. | Finance |
