Andrew Oberst joined True North Advisors in March 2015 as a Wealth Analyst, responsible for providing client portfolio management support to the Wealth Managers. Andrew also helps in implementing the firm’s trading and portfolio rebalancing needs and supports the firm’s financial planning program.
Andrew 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. He worked as an intern at Parry Financial where he gained experience creating client investment reports and utilizing financial planning tools.
Andrew enjoys football and basketball, and as a native Texan, is an avid fan of the Dallas Mavericks. He enjoys spending time with friends and family, being outdoors, and attending church on the weekends.
Email at: firstname.lastname@example.org