July, 2011 Dallas, TX. – Pursuing it’s goal of giving clients investment accounting that excels at meeting their information needs, True North has adopted Schwab Performance Technologies’ “PortfolioCenter” accounting engine…
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PortfolioCenter Accounting Solution Adopted by True North
2011 Morningstar Investment Conference Insights
June 8-10, 2011 Chicago, Ill. – Every year, the Morningstar Investment Conference brings together leaders from across the investment industry including financial advisors, academics, financial professionals, and asset managers, to share insights…
(Read More)Summer Interns Make Strong Contributions While Receiving Industry Training
June, 2011 Dallas, TX. – In Texas, summer means triple digit temperatures and mass exodus to cooler climates. Not so for Texas Tech grad student Carrie Stevenson and Santa Barbara City College undergrad Rich Davis…
(Read More)A Spring Evening at the Dallas Arboretum
May 26, 2011 Dallas, TX. – It had rained the two days prior and threatened rain that day, but by the time over 150 clients and associates of True North Advisors showed up at the resplendent Dallas Arboretum gardens, it was clear skies and cool, a perfect setting for the firm’s annual “Cool Thursday” client party…
(Read More)“RIVA” added to True North’s CRM Solution
May, 2011 – DALLAS, TX. – The more time advisors and the support team can spend serving clients, the better according to True North’s management team, who recently invested in “Riva Integration Server”…
(Read More)Lacey Eighorn joins True North as a Client Service Associate
January, 2011 Dallas, TX. – In an effort to continually improve the service that clients receive at the firm, True North Advisors recently hired Lacey Eighorn, formerly with Bernstein Global Wealth Management. Lacey will be working with wealth manager Adam Goldenberg to serve about 100 clients….
(Read More)Chelsey Meyer to welcome clients at True North
October, 2010 Dallas, TX. – Clients who visit True North offices will now be greeted with the smiling face and upbeat personality of Chelsey Meyer, True North’s new receptionist. Chelsey recently relocated to Dallas from Sioux City, Iowa…
(Read More)Clients join in celebrating True North’s 10th Anniversary at Dallas Arboretum
May 27, 2010 Dallas, TX. – Over 200 clients of the firm joined True North co-founders Scott Wood and Mark Gehlbach, and the rest of their team at The Camp House setting at the Dallas Arboretum. Clients enjoyed the music…
(Read More)True North a sponsor at Byron Nelson Championship for Children’s Charities
May 18, 2010 Dallas, TX. – True North was a sponsor at the Byron Nelson Golf Championship held at the TPC Four Season Resort Las Colinas in Irving, Texas. The event raised over $4.8 Million for local children and families…
(Read More)Beal Joins True North to Lead Wealth Management Team
April 1, 2010 Dallas, TX. – Barron D. Beal joined True North to serve as its Director of Sales & Wealth Management. In his role, Beal is responsible for the firm’s growth, execution and delivery of wealth management services…
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