Mark Townsend Duvall

President at Opes Wealth Management LLC

Finance

Consumer Services

Profile

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.

Mark Townsend Duvall active positions

Companies	Position	Start
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.	President	-

All active positions of Mark Townsend Duvall

Former positions of Mark Townsend Duvall

Companies	Position	End
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.	Founder	-

See the detail of Mark Townsend Duvall's experience

Training of Mark Townsend Duvall

Dartmouth College

Undergraduate Degree

Experiences
Positions held

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Listed companies

Private companies