True North Wealth Advisors, LLC jobs and careers

About True North Wealth Advisors, LLC

True North Wealth Advisors is an fee-based investment firm serving individuals, families, and smaller mission-driven organizations. We combine decades of institutional investing experience with deeply personalized financial advice—helping clients make informed decisions and move forward with confidence. As Founder and CEO, I bring more than 25 years of leadership experience at global investment firms. Over the course of my career, I’ve led investment teams responsible for designing and managing multi-billion-dollar portfolios, while also serving as the primary advisor to boards, committees, and executives making complex financial decisions. That dual perspective—operator and partner, strategist and listener—taught me that exceptional outcomes happen when investment insight and client understanding are fully integrated. At True North, our mission is to become a trusted partner through life’s financial decisions—offering clarity, structure, and perspective to help clients stay aligned with their own “true north.”