

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
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Ex-employees switched to
Length of Employment
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 AdvisorsEx-employees positions
In Company
In New Company
Contact top employees from
True North Advisors
Bernadeta Thomas
Human Resources Director
Holly Wilkins
Director of Marketing
Bryson Bard
Partner & Private Wealth Advisor
Jamie Scott
Manager of Wealth Planning
Tara Scottino
Partner/Senior Wealth Manager
Jeff Welday
Chief Development Officer, Alternative Investments
Colin Bindner
Senior Wealth Manager
Melissa Lucas
Managing Director, Family Wealth
Mark Walsh
Senior Relationship Manager
Susan Rowinski
Senior Wealth Manager
Meredith Khonsari
Executive Assistant
Jamil McNeal
Director of Investments - Private Markets
Lakin Kennedy
Manager of Investment Operations
William Sharp
VP Finance
Paula Davis
Managing Director, Partnership Integration; Partner
Andrew Oberst
Director of Trading
Lisa Tilley Anderson
Retired
Mark Austin
Locationing Analytics Expert
Hayley Ruffner
Marketing Manager
Tara Scottino
Vice President, Senior Wealth Manager
Zachary Kuhlman
Senior Wealth Manager
Braden Cole
Partner
Royce Medlin
Senior Wealth Manager, Partner
Dhruv Maniktala
Chief Investment Officer, Partner
Christopher Conlan
Director of New Client Relationships
Blake Kinney
Senior Director of Partnership Integration
Crystal Bradley
Portfolio Analyst
Steve Wilbourn
Financial Advisor