Opes Advisors, a wealth management firm and mortgage bank, has added Richard Cunningham to its wealth management division as director of investment strategy and research.

Cunningham is a chartered financial analyst, with over 17 years of experience in portfolio management and investment research. At Opes he will lead tactical asset allocation strategies, money manager selection and portfolio risk management, the firm said.

Before Opes, Cunningham was a senior portfolio manager at Morgan Stanley. He was also previously chief investment officer for the western market for Comerica Bank, and regional investment manager for Northern California at Bank of the West.

"Their [Opes’] balance-sheet centric approach to wealth management gives clients a comprehensive process for planning around important financial decisions and managing the complexities of their complete balance sheet, not just their stocks and bonds portfolio," Cunningham said.

Opes provides advisory services in wealth and investment management through several offices in California.