True North Advisors Employee Directory

Financial ServicesTexas, United States51-200 Employees

True North Advisors is a privately owned wealth advisory and multi-family office headquartered in Dallas.

We serve business owners, private investors, and families with significant wealth who require more than investment management. They require a trusted strategic partner.

Personal by Design. Institutional by Capability.

Our role is to integrate every dimension of a family’s financial world, including wealth planning, portfolio construction, private investments, business exit strategy, and legacy design, into one aligned strategy. We earn trust through disciplined execution, deliver deeply personalized counsel shaped around each family’s values and vision, and stay one step ahead by anticipating complexity before it becomes reactive.

Founded in 2000, True North operates with a long-term orientation and a generational mindset. Our mission, Fulfilling Lives™, reflects our commitment to helping families use wealth intentionally, by preserving opportunity, strengthening purpose, and building legacies that endure.

The most important asset we manage is trust.

Find True North Advisors employees' phone numbers or email addresses

True North Advisors Global Highlights

Location
Employees

North America
96

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  • United States Of America
    95
  • Canada
    1

Asia
1

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  • Pakistan
    1

True North Advisors's Leadership

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    S. W.
    Chief Executive Officer, Co-Founder
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    C. P.
    Chief Operating Officer
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    D. M.
    Chief Investment Officer, Partner
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    W. S.
    Vp Finance
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    M. G.
    President And Co-Founder
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    M. A.
    Senior Wealth Manager, Partner
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  • Stylized image of a person
    R. W. M.
    Senior Wealth Manager, Partner
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    T. S.
    Senior Director, Partner
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True North Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Human Resources
  • Branding
  • Business
  • Other

Contact profiles from True North Advisors

Name
Title
Contact Info
Location
Last Update
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    S. W.
    Chief Executive Officer, Co-Founder
    Phone icon
    United StatesGeorgia
    May 07, 2026
  • Stylized image of a person
    M. A.
    Senior Wealth Manager, Partner
    Phone icon
    United StatesGeorgia
    May 07, 2026
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    C. P.
    Chief Operating Officer
    Phone icon
    United StatesTexas
    May 07, 2026
  • Stylized image of a person
    R. W. M.
    Senior Wealth Manager, Partner
    Phone icon
    United StatesTexas
    May 07, 2026
  • Stylized image of a person
    D. M.
    Chief Investment Officer, Partner
    Phone icon
    United StatesTexas
    May 07, 2026
  • Stylized image of a person
    T. S.
    Senior Director, Partner
    Phone icon
    United StatesTexas
    May 07, 2026
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    B. H.
    Deputy Chief Investment Officer, Partner
    Phone icon
    United StatesGeorgia
    May 07, 2026
  • Stylized image of a person
    A. M.
    Owner/Financial Advisor
    Phone icon
    United StatesGeorgia
    Apr 16, 2026
  • Stylized image of a person
    B. H.
    Partner, Senior Wealth Manager
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    Bay
    May 07, 2026
  • Stylized image of a person
    T. L. S.
    Partner/Senior Wealth Manager
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    United StatesTexas
    May 07, 2026

Frequently Asked Questions

What is True North Advisors known for?

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True North Advisors was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 3131 Turtle Creek Boulevard Suite 1300 Dallas, Texas 75219 United States; you can contact the main corporate office by phone at . Explore True North Advisors's company overview page for more information.

What is True North Advisors's most common email format?

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True North Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more True North Advisors email formats with LeadIQ.

How many employees does True North Advisors have currently?

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True North Advisors has approximately 82 employees as of May 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are True North Advisors's key employees and leadership?

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As of May 2026, True North Advisors's key employees include:

  • Chief Executive Officer, Co-Founder: S. W.
  • Chief Operating Officer: C. P.
  • Chief Investment Officer, Partner: D. M.
  • Vp Finance: W. S.
  • President And Co-Founder: M. G.

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