True North Advisors
True North Advisors

True North Advisors Information

Contact top employees from True North Advisors

Summary

True North Advisors is a fee-based registered investment adviser (RIA) and multi-family office headquartered in Dallas, Texas. True North offers a wide range of wealth and investment offerings to indi...Show more

Industries

Financial Services

Headquarters Location

Employees Size

100-200 employees

Specialties

wealth management, advisors, financial advice, financial planning, investment portfolio management, alternative investments, institutional quality investment access, generational wealth planning, multi-generational success planning, business exit planning, social impact, concierge health, family philanthropy

Founded

2000

Contact True North Advisors

Website

Phone Number

214-360-7300

Employees Turnover 3 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Current employees switched from
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at True North Advisors shows a diverse range of experience levels:
11% have been with the company for less than 1 year13% for 1–2 years5% for 3–4 years11% for 5–7 years16% for 8–10 years45% have over 11 years of service at True North Advisors
Ex-employees positions
In Company
In New Company
Contact top employees from True North Advisors
Bernadeta Thomas
Human Resources Director
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Holly Wilkins
Director of Marketing
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Bryson Bard
Partner & Private Wealth Advisor
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Jamie Scott
Manager of Wealth Planning
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Tara Scottino
Partner/Senior Wealth Manager
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Jeff Welday
Chief Development Officer, Alternative Investments
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Colin Bindner
Senior Wealth Manager
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Melissa Lucas
Managing Director, Family Wealth
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Mark Walsh
Senior Relationship Manager
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Susan Rowinski
Senior Wealth Manager
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Meredith Khonsari
Executive Assistant
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Jamil McNeal
Director of Investments - Private Markets
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Mac Owens
Director of Investments
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Lakin Kennedy
Manager of Investment Operations
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Paula Davis
Managing Director, Partnership Integration; Partner
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Andrew Oberst
Director of Trading
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Mark Austin
Locationing Analytics Expert
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Hayley Ruffner
Marketing Manager
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Tara Scottino
Vice President, Senior Wealth Manager
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Zachary Kuhlman
Senior Wealth Manager
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Kim Menor
Investment Operations Lead
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Royce Medlin
Senior Wealth Manager, Partner
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Dhruv Maniktala
Chief Investment Officer, Partner
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Christopher Conlan
Director of New Client Relationships
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Blake Kinney
Senior Director of Partnership Integration
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Crystal Bradley
Portfolio Analyst
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Steve Wilbourn
Financial Advisor
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