![David Mendonca Silveira](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. David M.
Silveira, CFA MBA, is Director, Investment Strategy & Research at Opes Advisors, Inc. He has over 14 years of investment industry experience in conducting quantitative and qualitative investment manager due diligence and security analysis, as well as constructing investment portfolios for both institutional and retail clients.
Mr. Silveira assists in the development of the firm’s asset allocation strategy and works with Opes’ Wealth Advisors in communicating the firm’s investment strategy.
Before joining Opes Advisors, he was Vice President at Fuller & Thaler Asset Management, an institutional investment manager.
Prior to that, he was previously Senior Team Manager of Investment Manager Research for Charles Schwab Investment Advisory, Inc. He was also an Investment Analyst with mPower Advisors, LLC and conducted high yield bond research with Franklin Templeton Investments.
Mr. Silveira holds an MBA from the Marshall School of Business at the University of Southern California and studied at ESADE Business School in Barcelona.
David also holds a bachelor’s degree in Economics from the University of California, Berkeley.
| Sociétés | Poste | Fin |
|---|---|---|
Opes Advisors, Inc.
 Opes Advisors, Inc. Investment ManagersFinance Opes Advisors develops an asset allocation for each client based on the client''s unique investment objectives and risk tolerance. The firm primarily allocates investment assets among mutual funds and ETFs generally following the parameters of one or more similarly managed asset allocation models. These models include: Moderate Growth, Conservative Growth, Balanced Growth, Balanced, Balanced Income, Moderate Income, Pure Income and Balanced Equity Income. When consistent with client investment objectives, the Opes may also allocate investment assets among SMAs sponsored by Charles Schwab & Co., Inc. and its affiliates. In addition, a portion of a client’s investment assets may be allocated among unaffiliated SMA programs sponsored by Schwab and/or its affiliates. | Directeur de la Recherche - Actions | - |
Actives
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Sociétés cotées
Entreprise privées
| Entreprise privées | 3 |
|---|---|
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
USC Marshall School of Business
 USC Marshall School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Opes Advisors, Inc.
Opes Advisors, Inc. Investment ManagersFinance Opes Advisors develops an asset allocation for each client based on the client''s unique investment objectives and risk tolerance. The firm primarily allocates investment assets among mutual funds and ETFs generally following the parameters of one or more similarly managed asset allocation models. These models include: Moderate Growth, Conservative Growth, Balanced Growth, Balanced, Balanced Income, Moderate Income, Pure Income and Balanced Equity Income. When consistent with client investment objectives, the Opes may also allocate investment assets among SMAs sponsored by Charles Schwab & Co., Inc. and its affiliates. In addition, a portion of a client’s investment assets may be allocated among unaffiliated SMA programs sponsored by Schwab and/or its affiliates. | Finance |
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