Opal Advisors
Bao brings over a decade of corporate finance experience to the Opal team. From competitor research and report automation for Amazon through increasingly complex analysis and risk management for Nordstrom, he has developed an unerring eye for documentation and compliance, as well as a reliable talent for managing $100M budgets.
Bao believes in caution and accuracy where management, analysis, and budgets are concerned. But he also has great intuition for the market and the mathematical modeling capability to back it up. He can conduct a mathematically sophisticated evaluation of a fund’s performance and explain the options clearly and transparently.
Bao sees his role at Opal as a way to use the skills he has developed in the corporate world to benefit families in the Pacific Northwest. While he works mostly behind the scenes and you may rarely see him in action, every part of Opal’s operations is under his careful scrutiny.
This person is not in the org chart
This person is not in any offices
Opal Advisors
Opal Advisors LLC (“Opal”) brings together financial advisory and asset management. They believe this partnership allows to aggregate services and present clients with a “one-stop-shop” for their financial needs.