Grant serves as a Senior Portfolio Analyst at True North, specializing in trading, rebalancing, and portfolio management. In this role, he prioritizes precision in execution, shares his knowledge and expertise with colleagues, and implements the firm’s innovative strategies to help clients achieve their investment goals.

Grant joined True North in 2021 as a Client Operations Analyst, supporting the tactical and administrative needs of both clients and advisors. His attention to detail and operational expertise led to his transition to the Portfolio Management team, where he served as a Portfolio Analyst from 2023 to 2024 before being promoted to his current role in 2025.

Prior to True North, Grant worked at TD Ameritrade and Charles Schwab for three years, gaining extensive experience in financial operations, investments, and client service. During this time, he developed a deep understanding of investment management, market trends, and the broader wealth management industry, equipping him with the expertise to navigate evolving financial markets.

The firm’s mission is Fulfilling Lives™, Grant is committed to putting others first and exceeding expectations for both clients and colleagues.

Grant holds a Bachelor of Science in Economics from Texas Christian University in Fort Worth, Texas. Outside of work, Grant enjoys snowboarding, investing, and spending time with family and friends.