OPES ADVISORS, INC. of CUPERTINO, CA is an SEC-registered investment adviser (CRD 132996). Regulatory assets under management: $335.0M.
| Name | Role | Location |
|---|---|---|
| LEE JONATHAN JONGMIN | CHAIRMAN | — |
| MCHAN SUSAN KAY | PRESIDENT | — |
| FIRTH DAVID FORREST | CHIEF COMPLIANCE OFFICER | — |
| DUVALL MARK TOWNSEND | CHIEF INVESTMENT OFFICER | — |
| KATZ ALEX BARTH | VICE PRESIDENT BUSINESS DEVELOPMENT | — |