MD

Mark Duvall

Advisor

Mark Duvall is a Wealth Advisor and Co-President at Opes Wealth Management LLC, bringing over 30 years of experience in guiding clients through retirement and complex financial scenarios. They previously served as Chief Investment Officer at Opes Advisors Inc. from 2005 to 2017 and held the position of Senior Investment Counselor at Wells Fargo Private Bank from 1994 to 2005. Mark is also a member of Vistage Worldwide, Inc., and shares business insights as an Advisor on AdvisoryCloud. They earned a Bachelor's degree in International Relations and Government from Dartmouth College and are a Chartered Financial Analyst from the CFA Institute.

Location

San Francisco, United States

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