Chris joined True North Advisors in 2016 as Vice President, focusing his time and energy on the development and cultivation of new client relationships. He also serves as the conduit between new clients and their service team, allowing the process and experience to be as seamless and efficient as possible for the client. He joined the firm from Goldman Sachs, where he served as a Private Wealth Advisor in the Investment Management Division. Prior to Goldman Sachs, Chris spent three years in the AT&T Financial Leadership Program, where he spent time concentrating on corporate development/strategy, financial planning, and operations.
Chris earned his Bachelor of Business Administration from the University of San Diego and his MBA from Southern Methodist University. He is a CFA Level III candidate as well.
An enthusiast of leading an active life, Chris has completed a 70.3 Ironman, runs marathons, and enjoys CrossFit. He is a husband and father who loves spending quality time with his family.
Email at: cconlan@truenorthadvisors.com