Mark Duvall, CFA®

Regional Director

Menlo Park, California

Contact Mark

Mark helps clients integrate planning, investments, and real estate decisions into a coordinated strategy. He supports families navigating complex trust matters and high-stakes investment and real estate choices.
Mark joined EP Wealth in 2026 through the partnership with Opes Wealth Management, bringing more than 30 years of experience in wealth management. He earned the Chartered Financial Analyst designation in the early 1990s and has long focused on thoughtful diversification and risk management. He attended Dartmouth College and also studied at the London School of Economics. Mark has lived and worked along the West Coast, including Seattle, Los Angeles, and the Bay Area.
Mark’s approach is analytical, comprehensive, and grounded in real-world client needs. He helps clients navigate financial complexities with clarity, structure, and a long-term perspective. He believes disciplined decision-making and careful coordination support better long-term outcomes.
Mark lives in Menlo Park with his wife, Lee, and enjoys mountain biking, skiing, and pickleball. He values staying active and spending time with family.