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Former Merrill Team Joins Dynasty Firm In Portland
Eliane Chavagnon
29 October 2013
A Portland, OR-based team - comprised of senior
advisor Joseph Opsahl and advisor Chris Hatfield - have left Merrill Lynch’s
private client group to join TRUE Private Wealth Advisors. Opsahl has nearly 30 years of experience in the
financial industry and spent the last four years with Merrill Lynch in
Portland. Prior to that, he led a practice at Smith Barney for 21 years. Opsahl provides wealth management,
investment consulting and financial planning services to high net worth
families, corporations, retirement plans and foundations. Hatfield also joins
TRUE from Merrill Lynch’s Portland office. Opsahl and Hatfield operate as The
Opsahl Group. TRUE Private Wealth Advisors was launched in September
2012 as an independent, SEC-registered investment advisory firm. With offices in Salem and Portland, OR,
the firm serves individuals, families and businesses. TRUE Private Wealth Advisors is a Dynasty Financial Partners firm.