Occupation: Co-president
Company: Opes Wealth
Born: Pittsburgh, Pennsylvania
Education:
Bachelor’s Degree in International Relations and Government, Dartmouth College (1983)
Certifications:
Chartered Financial Analyst, CFA Institute (1991)
Career:
Co-president, Opes Wealth (2018-Present)
Member, Vistage Worldwide, Inc. (2008-Present)
Adviser, AdvisoryCloud (2019-Present)
Chief Investment Officer, Opes Advisors (2017-2018)
Chief Investment Officer, Opes Advisors (2005-2017)
Senior Investment Counselor, Wells Fargo (1994-2005)
Awards:
Finalist, Wealth Management Category, Luminaries Awards (2024)
Memberships:
Member, CFA Institute
Family:
Son of Bill and Roberta Duvall
Married: Lee Eisler (1999-Present)
Child: Addison
Hobbies:
Physical fitness; Skiing; Hiking; Mountain biking; Traveling; Playing pickleball