Chris Conlan, CFA®
Director of New Client Relationships
As the Director of New Client Relationships at True North, Chris is responsible for developing and cultivating new client opportunities to ensure the continued growth of the firm. He also serves as the conduit between new clients and their service team, allowing the onboarding process and experience to be as seamless, positive, and efficient as possible. He believes business development requires active listening and empathy to uncover what is most important to each client. In his role, Chris seeks to develop deep relationships that are built, first and foremost, on trust.
Prior to joining True North in 2016, Chris worked at Goldman Sachs, where he served as a Private Wealth Advisor in their Investment Management Division. Prior to Goldman Sachs, Chris spent three years in the AT&T Financial Leadership Program, where he concentrated on corporate development and strategy, financial planning, and operations.
The firm’s mission is Fulfilling Lives™, and Chris supports this by helping new clients formulate a strategic financial plan that answers the bigger questions relating to their passions and purpose.
Chris earned his Bachelor of Business Administration in Finance with Honors from the University of San Diego. He also holds his Master of Business Administration from Southern Methodist University and is a Chartered Financial Analyst (CFA®) Charterholder. In his personal life, Chris enjoys spending time with his three kids and wonderful wife, reading, and aspires to run the Boston Marathon one day.