![Mark Townsend Duvall](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. Mark T.
Duvall, CFA, is a Co-President at Opes Wealth Management LLC.
Mr. Duvall was previously employed as a Co-President & Chief Investment Officer by Opes Advisors, Inc. and a Senior Investment Counselor by Wells Fargo & Co.
He received his undergraduate degree from Dartmouth College.
| Sociétés | Poste | Début |
|---|---|---|
Opes Wealth Management LLC
 Opes Wealth Management LLC Investment ManagersFinance Opes Wealth uses modern portfolio theory as a means of increasing risk-adjusted returns for their clients. Their clients tend to live in high risk/high return geographies whose prospects are closely tied to the technology sector. The firm incorporates this into investment strategies via diversification and a tilt toward value stocks. | Directeur de la Recherche - Actions | - |
| Sociétés | Poste | Fin |
|---|---|---|
| WELLS FARGO & COMPANY | Corporate Officer/Principal | - |
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. | Fondateur | - |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 4 |
|---|---|
Wells Fargo & Co.
 Wells Fargo & Co. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer, commercial, corporate, investment banking and wealth management services | Finance |
Dartmouth College
 Dartmouth College 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 |
Opes Wealth Management LLC
Opes Wealth Management LLC Investment ManagersFinance Opes Wealth uses modern portfolio theory as a means of increasing risk-adjusted returns for their clients. Their clients tend to live in high risk/high return geographies whose prospects are closely tied to the technology sector. The firm incorporates this into investment strategies via diversification and a tilt toward value stocks. | Finance |
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