People Moves
Opes Advisors Continues Bolstering Wealth Division
Opes Advisors, a wealth management firm
and mortgage bank, has added Alex Katz to its wealth
management division as vice president of business development.
Katz is the second person to join the firm’s
wealth management arm this week, closely following the
appointment of Richard Cunningham as director of
investment strategy and research on Monday.
According to a statement, Katz will lead strategic and
tactical planning, sales development and market share growth
while managing the
wealth advisory team. Prior to joining Opes, he held group vice
president
positions for over 10 years at Fisher Investments, leading their
sales, trading
and investment operations, and research divisions.
Opes provides advisory services in
wealth and investment management through several offices in
California.
