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Emily Roberts

Portfolio Analyst

Joining True North in 2024 as a Portfolio Analyst, Emily is responsible for implementing the firm’s trading strategies and portfolio rebalancing needs. Previously an Investment Banking Associate at Hilltop Securities, Emily brings superior attention to detail and strong analytical expertise. She is driven by a desire to optimize efficiency and discover innovative approaches to fulfill our clients’ trading requirements.

The firm’s mission is Fulfilling Lives™, and Emily supports this by prioritizing the needs of others and placing a high value on the well-being of clients and colleagues.

Emily earned her Bachelor of Science in Finance and Minor in Psychology at the University of Kansas. Her hobbies include playing tennis and pickleball, painting, and traveling.

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