Mark Townsend Duvall

Presidente presso Opes Wealth Management LLC

Finance

Consumer Services

Profilo

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.

Posizioni attive di Mark Townsend Duvall

Società	Posizione	Inizio
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.	Presidente	-

Tutte le posizioni attive di Mark Townsend Duvall

Precedenti posizioni note di Mark Townsend Duvall

Società	Posizione	Fine
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.	Fondatore	-

Vedi nel dettaglio l'esperienza di Mark Townsend Duvall

Formazione di Mark Townsend Duvall

Dartmouth College

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private