 As the newest member of True North’s leadership team, Barry is responsible for the firm’s growth, execution and delivery of Wealth Management services. Possessing an insight gained from over 20 years of experience in the financial services industry, Barry brings to True North a deep understanding of the unique needs of wealthy families and a background in building teams that are focused on helping the affluent achieve their life goals.
Barry began his career with Bank One (now JPMorgan Chase) in 1989, starting in Dallas as a Private Banker and then advancing to leadership positions in Houston, Louisiana and Chicago. As Regional Sales Director of JP Morgan’s Private Client Services business, Barry was directly accountable for the growth of a five-state territory with $16 billion in assets under management and more than 500 advisors and support staff. Previous to joining True North, he was responsible for building the wealth management practice at two regional banks – Frost Bank in Dallas and BOK Financial in Tulsa, Oklahoma. While leading a successful restructure of BOK Financial’s $37 billion wealth management division, his responsibilities included serving as president of American Performance Funds and as chairman of Cavanal Hill Investment Management. As Barry has moved around the country, he has believed in actively supporting his community and has served on the boards of various nonprofit organizations including the Salvation Army of Tulsa, the Alley Theatre in Houston and the Dallas Children’s Theater. When not at work or serving at his church, he enjoys spending time with his wife, Allison, and their two boys, Benjamin and Blake. Email at: bbeal@truenorthadvisors.com
|
Barron D. Beal
“Stewardship means worrying about the details, so our clients don’t have to.”
Paula Holt, Director of Administration
