Loading...

Follow True North Advisors |Dallas Wealth Management a.. on Feedspot

Continue with Google
Continue with Facebook
or

Valid

VICE PRESIDENT OF FINANCIAL PLANNING

Dusty Wallace is the Vice President of Financial Planning at True North Advisors. A Certified Financial Planner practitioner, Dusty joined True North in 2019 bringing sophisticated and widespread experience in financial planning for ultra-high and high-net worth clients. Prior to joining True North, Dusty was the Director of Financial Planning and the Chief Compliance Officer at Lee Financial Company where she was responsible for financial planning services as well as oversight of the firm’s compliance program.

Dusty is active in the financial planning community and served as the 2018 President of the Financial Planning Association of Dallas/Fort Worth and the 2018/2019 President of the Estate Planning Council of North Texas. She has been quoted in national publications and participated on various panels on financial planning. Dusty has also been listed in D Magazine: Best Financial Planners (2012-2018).

Dusty received her Doctor of Jurisprudence from Texas Tech School of Law along with her Master of Science degree in Personal Financial Planning and her Bachelor’s degree in Family Studies from Texas Tech University. In her spare time, Dusty enjoys running, reading and spending time with her husband and three children.

The post Dusty Wallace appeared first on True North Advisors.

  • Show original
  • .
  • Share
  • .
  • Favorite
  • .
  • Email
  • .
  • Add Tags 

SENIOR INVESTMENT ANALYST

Jamil joined True North Advisors in 2019. As a Senior Investment Analyst, his duties include manager research and due diligence across multiple asset classes with a focus on alternatives and private equity investments. In addition, Jamil assists with portfolio construction, client portfolio management and communicating investment ideas to clients.

Most recently, Jamil worked at GuideStone Financial Resources as the primary Senior Investment Analyst over private market investments. He was responsible for building out the private equity investments pipeline for institutional client and corporate asset portfolios. Jamil’s main activities included sourcing, due diligence, investment selection, and comprehensive quantitative and qualitative analysis on private market opportunities. He also spent time as an analyst overseeing trading and assisting with portfolio construction for Guidestone’s mutual fund strategies.

Jamil began his career at Wells Fargo where he worked as a Senior Structured Products Analyst modeling RMBS and CDO bond issues and as a division-wide trainer for new hire analysts. Jamil also worked several years for JPMorgan in their mutual fund pricing group as an Investment Data Associate.

Jamil holds a Bachelor of Arts degree in American Government from the University of Virginia and a Master of Business Administration degree from the Keller Business School of Management. He is a CFA® charter holder and a member of the Chartered Alternative Investment Analyst Association®.

Jamil likes to stay active and learn new things. He particularly enjoys playing basketball, reading, and watching movies with his wife and two daughters

The post Jamil McNeal appeared first on True North Advisors.

  • Show original
  • .
  • Share
  • .
  • Favorite
  • .
  • Email
  • .
  • Add Tags 


 

 

Don Woodard, Jr.
Western Commerce Group

Chad Prestwood
Western Commerce Group

Doug Frazier
Western Commerce Group

Jeff Crawford
Western Commerce Group

The post Western Commerce Group appeared first on True North Advisors.

  • Show original
  • .
  • Share
  • .
  • Favorite
  • .
  • Email
  • .
  • Add Tags 

ASSOCIATE WEALTH MANAGER

Paige Davis Voigt joined True North Advisors in 2017 as an Associate Wealth Manager. She has experience working with ultra-high net worth investors in a variety of wealth management roles, having worked for Northern Trust in New York City, and at Credit Suisse and UBS in Dallas.

Paige graduated from Baylor University with a Bachelor of Business Administration in Entrepreneurship and International Business, with a minor in Spanish. She earned her MBA from Southern Methodist University.

Paige serves on The Salvation Army Adult Rehabilitation Center Advisory Board in Dallas. She also volunteers at Trinity River Mission through the Junior League of Dallas. Outside of her professional life, Paige enjoys spending time with her husband, Daniel, family and friends, giving back to her community, and traveling.

The post Paige Davis Voigt appeared first on True North Advisors.

  • Show original
  • .
  • Share
  • .
  • Favorite
  • .
  • Email
  • .
  • Add Tags 

PRINCIPAL AND VICE PRESIDENT OF FINANCE

Will joined True North Advisors in 2013 and serves as Principal and Vice President of Finance. He is responsible for managing the financial functions of the firm including budgeting, cost accounting, forecasting, ratio analysis, and other fiscal matters, which are used to formulate many of the company’s business decisions. He works directly with the leadership team to help keep the firm’s budget and financial projections on track each year.

Will brings strong accounting and auditing skills to True North. Prior to joining the firm, he was Senior Accountant at JMI Realty, a private real estate investment and development company in Austin, Texas. While there, he assisted with periodic financial reporting, cash forecasting, and cost analysis. Prior to JMI, Will was a senior auditor at Mohle Adams, a public accounting firm in Houston, Texas.

Will is a graduate of St. Edward’s University where he graduated Cum Laude with a Bachelor of Business Administration in Accounting and Finance.  In his spare time, Will enjoys traveling and any activity he can experience outdoors, from camping to rock climbing to cycling and scuba diving.

 

The post William Sharp appeared first on True North Advisors.

  • Show original
  • .
  • Share
  • .
  • Favorite
  • .
  • Email
  • .
  • Add Tags 

PRINCIPAL AND VICE PRESIDENT OF FINANCIAL PLANNING, SENIOR WEALTH MANAGER

Tara L. Scottino is Principal and Vice President of Financial Planning and Senior Wealth Manager at True North Advisors. A Certified Financial Planner, Tara joined True North in 2014 bringing extensive experience in financial planning and portfolio management for high net worth clients. Prior to joining True North, Tara was Senior Vice President for Carter Financial Management where she was responsible for financial planning services as well as oversight of the firm’s daily office operations. Earlier in her career, she held senior level financial and wealth planning roles at The Capital Chart Room, LTD, Wells Fargo Private Client Group and Merrill Lynch.

Tara has been listed in D Magazine: Best Financial Planners (2015-2017). She is past president of the DFW Chapter of the Financial Planning Association and FPA NexGen, and has served on the National FPA Chapter Leadership Advisory Council and National FPA Experience Task Force. She is served on the board of trustees for the Foundation for Financial Planning for seven years.

Tara also serves on boards and committees of several local nonprofit organizations. She is a graduate of Leadership McKinney, past president of Captain Hope’s Kids, and is currently involved with the Leukemia and Lymphoma Society’s Team in Training. She also volunteers and fosters for Cat Matchers.

Tara holds a Bachelor of Science in Psychology from Texas A&M University. In her spare time, Tara enjoys running, cycling and swimming, as well as any other outdoor activity. She has completed many marathons and triathlons, including five Ironman distance triathlons.

The post Tara L. Scottino appeared first on True North Advisors.

  • Show original
  • .
  • Share
  • .
  • Favorite
  • .
  • Email
  • .
  • Add Tags 

CLIENT SERVICE SPECIALIST

Danielle joined True North Advisors in early 2018 as a Client Service Specialist. In this role, she supports the Wealth Management team with the execution of client service requests, including account administration and paperwork, transactions, and reporting. Prior to joining True North, Danielle worked at Empower Wealth Advisors as a Paraplanner in San Antonio, Texas. While there, she assisted the lead advisor with analyzing financial statements and assessing portfolio needs based on the clients’ financial goals.

Danielle graduated from Texas Tech University with a Bachelor’s of Science in Personal Financial Planning. In college, she served as an ambassador for the Personal Financial Planning department, a member of Red to Black Peer Financial Coaching, a member of the Personal Financial Planning Association, and vice president of Alpha Chi Omega Sorority.

Danielle spends her free time with family and friends. She enjoys playing with her dog, Harper, dancing and traveling.

The post Danielle Schneider appeared first on True North Advisors.

  • Show original
  • .
  • Share
  • .
  • Favorite
  • .
  • Email
  • .
  • Add Tags 

DIRECTOR OF OPERATIONS

Vanessa joined the True North team in 2018 as Director of Operations, bringing with her over 13 years of experience in the financial services industry. Vanessa oversees the Operations Team, which is responsible for the consistent, accurate, and efficient delivery of client service, client account administration, execution of money movement requests and asset transfers, onboarding new clients, as well as management of investment account activity and custodial relationships.

Prior to True North, Vanessa was a Manager of Wealth Operations at Tolleson Wealth Management, where she focused on strategic planning for firm operations through the leveraging of current talent and technology to improve efficiency and create value by enhancing overall client satisfaction.

Vanessa graduated from the University of Texas at Dallas with a bachelor’s degree in Business
Administration. She returned to her alma mater to earn an MBA degree with focus on Organizational Behavior and Strategic Leadership.

Outside of her professional life, Vanessa enjoys spending quality time with family and friends; she loves to spoil her nephew and newborn niece. To give back to her community, Vanessa volunteers at an animal shelter and supports several local food banks. Vanessa is also a self-taught graphic artist and amateur photographer. She enjoys designing original canvas art, prints and paintings.

The post Vanessa Ramic appeared first on True North Advisors.

  • Show original
  • .
  • Share
  • .
  • Favorite
  • .
  • Email
  • .
  • Add Tags 

MANAGING DIRECTOR, TRUE NORTH FORT WORTH

Chris Pate joined True North Fort Worth in 2019 and is Managing Director of the Fort Worth office. His duties include managing True North’s Fort Worth presence and sourcing/evaluating private investment opportunities for clients of the firm.

Prior to True North, Chris spent eight years managing the investment activities for Western Commerce Group in Fort Worth. His responsibilities included oversight of both public markets and private investments within Western’s investment advisory operations, including equities, fixed income, alternatives, and hard assets.

Before joining Western, Chris spent 11 years at Q Investments, a $2.5 billion (as of 2011) Fort Worth multi-strategy hedge fund founded in 1994. He began his career at Q in the Financial Control group before spending a year and a half on the risk team and over five years on the trading desk, eventually overseeing equities trading and financing operations for the firm. Chris also managed their recruiting operations and administrative staff and spearheaded several restructuring initiatives within portfolio company holdings during his tenure at Q Investments.

Chris graduated Cum Laude from Texas Wesleyn University in May 2000 with a Bachelor of Business Administration in Finance and Economics. He lives in Fort Worth and spends his free time with his wife and three children.

The post Chris Pate appeared first on True North Advisors.

  • Show original
  • .
  • Share
  • .
  • Favorite
  • .
  • Email
  • .
  • Add Tags 

WEALTH ANALYST

Andrew Oberst joined True North Advisors in March 2015 as a Wealth Analyst, responsible for providing client portfolio management support to the Wealth Managers. Andrew also helps in implementing the firm’s trading and portfolio rebalancing needs and supports the firm’s financial planning program.

Andrew graduated Cum Laude from The University of Texas at Dallas with a Bachelor of Science degree in Finance. He was also the recipient of the undergraduate finance leadership award. He worked as an intern at Parry Financial where he gained experience creating client investment reports and utilizing financial planning tools.

Andrew enjoys football and basketball, and as a native Texan, is an avid fan of the Dallas Mavericks. He enjoys spending time with friends and family, being outdoors, and attending church on the weekends.

The post Andrew Oberst appeared first on True North Advisors.

Read for later

Articles marked as Favorite are saved for later viewing.
close
  • Show original
  • .
  • Share
  • .
  • Favorite
  • .
  • Email
  • .
  • Add Tags 

Separate tags by commas
To access this feature, please upgrade your account.
Start your free month
Free Preview