Danville, CA

Wealth Management and Private Investments in Danville, CA

The Bay Area's wealth has been shaped by venture-backed companies, private equity, and the technology and AI industries that continue to define this region. Our Danville team has spent decades working directly with the founders, executives, and investors behind that growth, bringing institutional discipline to portfolios shaped by concentrated equity, private holdings, and liquidity events. With $5.86B+ in assets under management and 26 years of fiduciary experience behind us, we bring institutional-grade resources and solutions to every relationship, without losing the direct, hands-on attention Bay Area families value.

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Our Danville Team

CFA Senior Wealth Manager, Partner

Matthew B. Dublin
CFA Senior Wealth Manager, Partner

Matt joined True North Advisors through an acquisition in July 2025 and is a Senior Wealth Manager and Partner of the firm. Before the acquisition, Matt was a Founder and Managing Partner of Blue Investment Partners.  He has over 30 years of institutional money management experience.

Matt has spent almost his entire professional career investing the assets of institutions and high net worth individuals.  He worked for several investment management firms with strategies that varied from traditional long-only investing to highly-sophisticated, beta-neutral hedged strategies.  His diverse professional experience includes security analysis, portfolio construction, risk management, and marketing.

Prior to founding Blue Investment Partners, Matt was a Portfolio Manager at Citadel, one of the world's leading hedge funds, where he managed a team of six analysts and invested close to $1 billion.  Before Citadel, Matt worked for several buy-side firms, including Montgomery Asset Management, Andor Capital Management, and Apex Capital. He spent 11 years at Apex, joining as an analyst and leaving as a Portfolio Manager. Matt worked closely with some incredibly intelligent and talented investors and works hard to apply those learning experiences to the work he now does at True North.

Matt graduated from the University of California, Berkeley with a BA in Economics and a Minor in Classical Civilizations.  He also studied at Oxford University in the U.K. while an undergrad.

Matt received his MBA in Finance from Georgetown University and has been a CFA Charterholder since 1999.
Senior Wealth Manager, Partner

Brett D. Hoover
Senior Wealth Manager, Partner

Brett joined True North Advisors through an acquisition in July 2025 and is a Senior Wealth Manager and Partner at the firm. Before the acquisition, Brett was the Founder and Managing Partner of Blue Investment Partners. He has over 30 years of markets, financing, and operating experience at leading financial institutions, both on the buy and sell side.

Prior to founding Blue Investment Partners, Brett was a Managing Director in the J.P. Morgan Private Bank, serving as Banker/Advisor to wealthy families principally from the financial services industry. His partnership with this preeminent client base focused on strategies and solutions to manage and optimize their balance sheet across investments, banking, and credit.

Prior to joining the Private Bank, Brett was responsible for J.P. Morgan's Prime Brokerage business in the Western States. That business, in the Corporate and Investment Bank, provides custody and financing for Hedge Funds, traditional Asset Managers, and Family Offices. Throughout his 20 year career at J.P. Morgan, Brett directly led coverage of several of their largest, most sophisticated, and highest profile institutional and individual family clients. He was a nine year member of the J.P. Morgan Chase California Operating Committee.

Brett was a Senior Managing Director at Bear Stearns prior to the J.P. Morgan merger and held roles in the Global Equity Division including Senior Relationship Manager, Equity Research Sales, and Equity Capital Markets.

Brett’s ten years of buy side experience includes roles as Securities Analyst, Director of Research, and Portfolio Manager at each of a leading hedge fund, a $2B+ family office, and a Fortune 100 corporate pension plan. Brett has managed investments along the entire spectrum of Traditional and Alternatives, across the full capital structure, and over the course of multiple cycles.

Brett graduated from the University of California, Berkeley with a BA in Economics.

Preserve What Matters. Build What’s Next.

We help families clarify purpose, navigate governance, facilitate meaningful conversations, and thoughtfully address the human dynamics that accompany significant wealth.

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26 Years in Business
$5.8B+* Assets Under Management
5 Offices

Our Core Solutions

Wealth in the Bay Area takes many forms, such as concentrated equity, growing companies, and established, multigenerational portfolios among them. Our in-house planning team builds structures that hold up as your circumstances change, our management approach reflects what your family actually wants for the next generation, and our investment team gives you direct access to private markets, tail-risk strategies, and diversifiers through Western Alternative Strategies, our in-house, institutional-grade alternatives platform.

Who We Work With

We partner with individuals and families navigating significant financial complexity, often including business owners approaching a transition, multigenerational families managing wealth across several trusts and entities, or those simply seeking a more coordinated approach to planning and investing. Our advisory relationships typically begin with $5 million or more in investable assets, enabling the depth of planning, access, and ongoing support our clients value.

If that sounds like where you are, we'd welcome the conversation.

Learn About Our Fulfillment Process

Modern office space with glass-walled conference room featuring black frames, office chairs, and polished concrete floors.

Ready To Connect With Our Danville Team?

We exist to serve as your first call across every stage of life. Our team’s mission is simple: do what’s right, add value relentlessly, and earn trust that lasts. We seek to measure success in decades, generations, and lives fulfilled.

Let us help you turn complexity into clarity by preserving your heritage and aligning your capital with purpose.

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