Mark Duvall Email & Phone Number
Co-President @ Opes Wealth Management, LLC.
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Mark Duvall Location
- California, United States
Mark Duvall Work
- 2018 -now Co-President @
- 2008 -now Member @
- 2019 -now Advisor @
- 2017 -2018 Chief Investment Officer @
- 2005 -2017 Chief Investment Officer @ Opes Advisors Inc
- now Senior Investment Counselor @
Mark Duvall Education
- CFA Institute
Chartered Financial Analyst (Finance and Financial Management Services)
1989-1991 - Dartmouth College
Bachelor's degree (International Relations and Government)
1979-1983
Mark Duvall Skills
- Bonds
- Wealth Management
- Portfolio Management
- Investments
- Financial Services
- Asset Allocation
- Real Estate
- Alternative Investments
- Asset Management
- Investment Strategies
- Strategic Financial Planning
- Finance
- Equities
- Valuation
Mark Duvall Summary
- Mark Duvall, based in California, United States, is currently a Co-President at Opes Wealth Management, LLC.. Mark Duvall brings experience from previous roles at Vistage Worldwide, Inc., AdvisoryCloud, Opes Advisors, A Division of Flagstar Bank and Opes Advisors Inc. Mark Duvall holds a 1989 - 1991 Chartered Financial Analyst in Finance and Financial Management Services @ CFA Institute. With a robust skill set that includes Bonds, Wealth Management, Portfolio Management, Investments, Financial Services and more. Mark Duvall has 3 emails and 1 mobile phone numbers on RocketReach.
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