Royce W. Medlin is a Senior Wealth Manager and Partner at True North and serves on the firm’s Investment Committee.  Royce provides wealth planning and investment strategy for his clients and their families. Prior to joining True North, Royce was a Co-founder and Chief Investment Officer of Clear Rock Advisors.

Prior to founding Clear Rock Advisors, Royce served as Director of Capital Advisory Group at Lazard Asset Management, Partner and Director of Portfolio Management of Smith Group Asset Management, President of Belmont Wealth Management, and Senior Portfolio Manager of US Trust. He brings 30+ years of experience managing client portfolios through multiple economic and market cycles.

The firm’s mission is Fulfilling Lives™, and Royce supports this through leadership activities inside and outside the firm.  He is a veteran investor in alternatives and private investments, maintains key client relationships, and is skilled at simplifying complex market and investment concepts.  The satisfaction of building meaningful and lasting relationships with families based on honesty, objectivity and accountability drives Royce’s love of wealth management as his chosen career.

Royce received an MBA from Texas Christian University with an emphasis in Finance and Accounting and a BS in International Trade from Texas Tech University.  He is a Chartered Financial Analyst (CFA), former President of the Dallas/Fort Worth CFA Society and a Member of the CFA Institute.   He is also a Chartered Alternative Investment Analyst (CAIA®) and co-founded the CAIA-Texas chapter.  In addition, he serves as a Board and Investment Committee Member of the Baylor Oral Health Foundation.

Royce lives in Dallas with his wife Nancy and has two adult daughters, Emma and Caroline.  All four are graduates of Texas Christian University.  He is an active member of Highland Park Presbyterian Church.  Royce grew up on a cattle ranch in Southeastern New Mexico and visits his family there often.  In addition to helping out on the family ranch when he can, he enjoys fitness, travel, reading, snow-skiing and mountain biking.