• Home
  • About Us
    • WHO WE ARE
    • OUR TEAM
  • CLIENT LOGIN
  • CONTACT
    • Email
    • Facebook
    • LinkedIn
    • Twitter

True North Advisors

True North Advisors is an independent investment advisor in Dallas, Texas that seeks to help its client live more fulfilled lives.

  • Why True North?
    • OUR PROCESS
    • INVESTMENT MANAGEMENT
    • WEALTH PLANNING
  • SUCCESS STORIES
  • RESOURCES
    • OUR BLOG

OUR TEAM

AllBusiness DevelopmentBusiness OperationsClient OperationsClient Wealth ManagementFinancial Planning Committee (FPC)Institutional ServicesInvestment Policy Committee (IPC)Investments/ResearchLeadershipShareholders
Scott_COL
Scott A. Wood, CIMA®, CPWA®
Mark 1070Col
Mark Gehlbach, CPWA®
Mike A-1379-Col
Michael J. Anderson, JD, CFP®
Layla Adams
Layla Adams
Colin Bindner, CFP®, Associate Wealth Manager
Colin Bindner, CFP®
Matt B -1141-Col copy
Matt Borowski, CPWA®
Katie Botik, VP Human Resources
Katie Botik
Caleb Brian, CFP®, Wealth Manager
Caleb Brian, CFP®
Ryan_Brown_Color 1
Ryan Brown
Chris Conlan, Vice President of New Relationships
Chris Conlan
Kellie Crewse, Senior Wealth Manager
Kellie Crewse
Claire Daigle: Receptionist and Office Coordinator
Claire Daigle
Paula_Col-1161
Paula P. Davis
Adam Farris, Associate Wealth Manager
Adam Farris, CFP®, CPA
Tom Flood, Client Service Specialist
Tom Flood
Connor Gross: Investment Manager
Connor Gross
Brian_COL
Brian Heider, CFA®, CAIA®
Marisa Helland, Portfolio Analyst
Marisa Helland
Meredith Khonsari, Executive Assistant
Meredith Khonsari
Blake Kinney, Business Operations Analyst
Blake Kinney
DHRUV MANIKTALA, PRINCIPAL AND VICE PRESIDENT OF GLOBAL INVESTMENT STRATEGY
Dhruv Maniktala, CFA®
Valerie McDonald - Portfolio Analyst
Valerie McDonald
Jamil McNeal, Senior Investment Analyst
Jamil McNeal, CFA®, CAIA®
Andrew_Oberst COL
Andrew Oberst, CFP®
Chris Pate - MANAGING DIRECTOR, TRUE NORTH FORT WORTH
Chris Pate
Vanessa Ramic, Director of Operations
Vanessa Ramic
Amanda Sasko, Associate Wealth Manager
Amanda Sasko
Danielle - CLIENT SERVICE SPECIALIST
Danielle Schneider
Jamie Scott, Associate Wealth Manager
Jamie Scott, CFP®
Tara_COL
Tara L. Scottino, CFP®
Will Sharp_Col
William Sharp
Dusty Wallace, Vice President of Financial Planning for True North Financial Advisors
Dusty Wallace, JD, CFP®
western_commerce_names-3
 

 

Contact

Phone: 214-360-7300 | Fax: 214-360-7301
Email: info@truenorthadvisors.com

Location

True North Advisors, LLC
3131 Turtle Creek Boulevard, Suite 1300
Dallas, Texas 75219

Click here to view a map

OTHER RESOURCES

Advisor Recruiting
Institutional Services
Legal Notices & Disclosures

Copyright © 2021 · Market theme by Restored 316