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Alexzander (Zander) Taaffe

Client Operations Analyst

Zander joined True North Advisors in 2025 as a Client Operations Analyst, where he plays an integral role in supporting the wealth management team and the clients they serve. He supports advisors by managing money movement, account maintenance, asset transfers, and ensuring the accuracy and efficiency of all workflows. Zander approaches his work with a commitment to attention to detail, accuracy, and reliability.

Prior to joining True North, Zander held his Series 7 and Series 66 licenses at Schwab Wealth Advisory, where he assisted wealth management clients and advisors with trading and rebalancing, account maintenance, money movement, and day-to-day advisory support.

The firm’s mission is Fulfilling Lives™, and Zander supports this by striving to ensure every operational detail is handled with care and precision, contributing to a client experience that is both seamless and trustworthy.

Zander grew up in Marin County, California and earned a Bachelor of Business Administration with a major in Finance from Texas Christian University. In his free time, he enjoys weightlifting, running, trying new restaurants, and spending time with friends and family. He resides in Dallas, TX.

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