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.