Grant serves as a Portfolio Analyst at True North, responsible for trading, rebalancing, and portfolio management. In this role, he focuses on executing his tasks with superior accuracy, providing support and knowledge to colleagues, and finding new ways to implement the firm’s innovative strategies. Prior to being promoted to this role in 2023, Grant served the firm as a Client Operations Analyst, responsible for supporting all tactical and administrative needs for both clients and advisors. In addition, the role required attention to detail and a very high level of operational expertise.
Prior to joining True North in 2021, Grant developed an understanding of financial operations and customer service at TD Ameritrade and Charles Schwab, gaining a seasoned perspective of the wealth management industry for four years.
The firm’s mission is Fulfilling Lives™, and Grant supports this by putting others first and going above and beyond for clients and colleagues.
Grant earned a Bachelor of Science in Economics at Texas Christian University in Fort Worth, Texas. His hobbies include, snowboarding, investing, and spending time with friends and family.