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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
  • Careers

OUR TEAM

AllBusiness DevelopmentBusiness Operations & SupportClient ServicesExecutive TeamFinancial PlanningInvestment TeamPortfolio ManagementShareholdersWealth Advisory
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Scott A. Wood, CIMA®, CPWA®
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Mark Gehlbach, CPWA®
DHRUV MANIKTALA, PRINCIPAL AND VICE PRESIDENT OF GLOBAL INVESTMENT STRATEGY
Dhruv Maniktala, CFA®
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Paula P. Davis
Chris Pate - MANAGING DIRECTOR, TRUE NORTH FORT WORTH
Chris Pate
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William Sharp
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Michael J. Anderson, JD, CFP®
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Tara L. Scottino, CFP®
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Brian Heider, CFA®, CAIA®
Dusty Wallace, Vice President of Financial Planning for True North Financial Advisors
Dusty Wallace, JD, CFP®
Chris Conlan, Vice President of New Relationships
Chris Conlan
Vanessa Ramic, Director of Operations
Vanessa Ramic
Katie Botik, VP Human Resources
Katie Botik
Jamil McNeal, Senior Investment Analyst
Jamil McNeal, CFA®, CAIA®
Amanda Sasko, Associate Wealth Manager
Amanda Sasko
Holly Wilkins, TNA Marketing Manager
Holly Wilkins
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Matt Borowski, CPWA®
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Ryan Brown
Tom Flood, Client Service Specialist
Tom Flood
Marisa Helland, Portfolio Analyst
Marisa Helland
Blake Kinney, Business Operations Analyst
Blake Kinney
Kellie Crewse, Senior Wealth Manager
Kellie Crewse
Meredith Khonsari, Executive Assistant
Meredith Khonsari
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Andrew Oberst, CFP®
Danielle - CLIENT SERVICE SPECIALIST
Danielle Schneider
Layla Adams
Layla Adams
Colin Bindner, CFP®, Associate Wealth Manager
Colin Bindner, CFP®
Claire Daigle: Receptionist and Office Coordinator
Claire Daigle
Connor Gross: Investment Manager
Connor Gross
Caleb Brian, CFP®, Wealth Manager
Caleb Brian, CFP®
Adam Farris, Associate Wealth Manager
Adam Farris, CFP®, CPA
Jamie Scott, Associate Wealth Manager
Jamie Scott, CFP®
Micah Adams, Associate Wealth Manager
Micah Adams
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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

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