Family Wealth Offering Announcement (2)

06.27.2024

True North Hires Melissa Lucas and Susan Rowinski to Elevate Expanding Family Wealth Offering

True North is pleased to announce the appointment of Melissa Lucas as Managing Director and Susan Rowinski as Senior Wealth Manager, who will together be spearheading the firm’s expanding Family Wealth offering.

Melissa (aka “Missy”) Lucas brought her multi-decade investment practice to True North, continuing to  provide outsourced Chief Investment Officer and related Advisory services to families and individuals of significant net worth. She creates bespoke solutions based on careful consideration of each client’s specific objectives and risk tolerance, working with other expert advisers to optimize operational and tax efficiencies. Her clients have benefited from shared scale and expertise they could not access on their own, and as part of True North, the potential benefits are exponentially greater.
Melissa sits on the Investment Committee and will be a key thought leader as True North further expands its service offerings. Melissa began her investment career at Capital Group, joining from Merck, where she worked after receiving her AB in Biochemical Sciences from Princeton University. Graduating summa cum laude and being elected to Phi Beta Kappa, Melissa’s academic achievements underscore her exceptional intellect and dedication to excellence.

“It is an honor to welcome Melissa into our organization,” expressed Dhruv Maniktala, Chief Investment Officer, and Partner at True North. “Her intellect, rigor, and drive for excellence is a huge net positive for the organization. Melissa successfully leveraged True North’s Western Alternative Strategies platform for her clients. Having her officially join the team is an exciting next step for us,” Maniktala continued.

Susan Rowinski, joining True North as a Senior Wealth Manager, brings a distinguished career in financial advisory services to the firm. A Villanova University alumna with a BS in Finance, Susan began her career at Oppenheimer Capital and joined Rockefeller & Co. (now Rockefeller Capital Management) in 2000, where she honed her skills working with multi-generational families and their affiliated institutions. Throughout her career, Susan has played a pivotal role in elevating the level of service offered to individuals and families. Her comprehensive understanding of family governance, strategic oversight, and the varied, highly detailed day-to-day work that is essential to serving clients matches in quality Melissa’s investment acumen, making them an exceptional team.

“Melissa and Susan bring over two decades of collaborative experience, enabling True North to expand its solutions for ultra-high net worth families,” shared Chris Pate, Chief Operating Officer, and Partner at True North. “Their combined expertise perfectly complements each other and will ultimately benefit clients in a material way,” said Pate.

A Vision for the Future

True North’s Family Wealth offering is designed to offer deeply personalized support to ultra-high net worth families. Susan’s proficiency in navigating complex family dynamics, Melissa’s investment experience, and True North’s holistic service model will combine to drive the firm’s mission to support individuals and families of significant means in pursuit of achieving their often multi-generational investment objectives.

The addition of Melissa Lucas and Susan Rowinski also broadens True North’s geographic presence by establishing a footprint in the Greater Los Angeles and New York City Metro areas, respectively.