Perry coordinates the onboarding of all new investment consulting and fiduciary management (OCIO) clients firm-wide. He leverages his industry experience to find creative solutions and make each transition as seamless as possible.
Perry M. Opel
Executive Vice President / Senior Investment Analyst
San Diego
Joined Meketa in 2011
Previous roles:
- Umpqua Bank, Credit Analyst II
- Metlife Securities, Financial Planner
- BA, University of Washington
When not onboarding new clients, Perry finds joy in spending time with his family, traveling, and golfing.