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True North Advisors

True North Advisors is an independent investment advisor in Dallas, Texas that seeks to help its client live more fulfilled lives.

  • Why True North?
    • OUR PROCESS
    • INVESTMENT MANAGEMENT
    • WEALTH PLANNING
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January 2, 2014 in Investments/Research· Who We Are | by Admin

Marisa Helland

Marisa Helland, Portfolio Analyst

PORTFOLIO ANALYST

Marisa Helland joined True North Advisors in June 2019. In her role as a Portfolio Analyst, she provides client portfolio management support to the Wealth Advisors. Marisa also helps in implementing the firm’s trading and portfolio rebalancing needs and supports the firm’s financial planning program. Prior to joining True North, Marisa worked at Quest Capital Management Inc. as an Investment Analyst.

Marisa graduated from Southern Methodist University with a Bachelor of Business Administration in Marketing with concentrations in Finance and Accounting.

Marisa spends her free time with family and friends. She enjoys traveling and being outdoors.

Filed Under: Investments/Research, Who We Are

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OUR BLOG

  • My Company Sold For $20 Million, Now What?

  • SECOND QUARTER 2019

  • Planning for a Risk Resistant Retirement

Contact

Phone: 214-360-7300 | Fax: 214-360-7301
Email: info@truenorthadvisors.com

OTHER RESOURCES

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Location

True North Advisors, LLC
3131 Turtle Creek Boulevard, Suite 1300
Dallas, Texas 75219

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