Richard Cunningham, CFA® Joins Opes Advisors as Director of Investment Strategy and Research
PALO ALTO, Calif., June 8, 2012 /PRNewswire/ -- Opes Advisors, an innovative wealth management and mortgage banking firm, is pleased to announce Richard Cunningham, CFA® has joined the company's Wealth Management division as Director of Investment Strategy and Research. Richard brings more than 17 years of experience in portfolio management and investment research to the position where he will lead Opes Advisors' investment research, tactical asset allocation strategies, money manager selection and portfolio risk management.
Mark Duvall, Chief Investment Officer, commented, "Rich brings to the firm a depth of expertise and experience in portfolio and risk management that augments our growing capabilities to better serve our wealth management clients. He's gained a reputation for generating successful investment results through his knowledge of capital markets and asset allocation strategies, and he'll be a strong addition to the division."
"I'm thrilled to join Opes Advisors and contribute to this team," said Richard Cunningham. "Their balance-sheet centric approach to wealth management gives clients a comprehensive process for planning around important financial decisions and managing the complexities of their complete balance sheet, not just their stocks and bonds portfolio."
Prior to joining Opes Advisors, Richard served as Senior Portfolio Manager for Morgan Stanley, Chief Investment Officer for the Western Market for Comerica Bank, and Regional Investment Manager for Northern California for Bank of the West. He is a Chartered Financial Analyst® and holds an MBA in finance and accounting from the University of North Texas and a BA in business administration from Leeds School of Business, England.
About Opes Advisors
Opes Advisors is an innovative wealth management and mortgage banking firm dedicated to helping clients make effective choices that support their financial goals. Working with our integrated team of advisors, clients receive comprehensive financial planning, investment management with a global perspective, unbiased and non-commissioned real estate investment advisory services, and expertise in real estate financing. Our innovative financial decision planning process enables clients to see clearly the tradeoffs of their financial decisions to grow, preserve and manage their wealth - and ways of shifting their financial balance sheet over time to best be positioned for a financially secure retirement. Opes Advisors has offices throughout California as well as Eugene, Oregon. Learn more at www.opesadvisors.com.
SOURCE Opes AdvisorsBack to top