Andrew Oberst, CFP®
Manager of Trading
Andrew Oberst joined True North Advisors in March 2015 as a Portfolio Analyst. Promoted to Manager of Trading in 2022, he is responsible for client portfolio management and leading the Portfolio Analyst team. He is involved in implementing the firm’s trading and portfolio rebalancing needs, the strategic investing of new clients and is passionate about scalability within the portfolio management process and working with other teams in the firm.
The firm’s mission is Fulfilling Lives™, and Andrew supports this by his disciplined focus on managing client portfolios to help them reach their long-term goals. His focus on honesty, integrity, servant-leadership, empathy and putting others first is how he serves his teammates as well as the firm’s clients. He strives to contribute to the firm’s relentless pursuit of growth through hard work and problem-solving. Andrew has had the pleasure of spending his entire career with True North and has a fundamental understanding of the firm’s history, mission and care for its clients.
Andrew is a CERTIFIED FINANCIAL PLANNER™. He graduated Cum Laude from The University of Texas at Dallas with a Bachelor of Science degree in Finance. He was also the recipient of the Undergraduate Finance Leadership Award.
Andrew enjoys being outdoors, fishing, hiking, biking, local sports and spending quality time with friends and family.