Remote Jobs at True North Advisors
True North Advisors
Finance • B2C
True North Advisors is an independent wealth advisory and multi-family office founded in 2000 that provides comprehensive wealth planning, investment management, and transaction advisory services to business owners, entrepreneurs, and families. The firm manages over $5. 1B in assets, operates offices across Texas and additional U. S. locations, and offers access to institutional and alternative investments through an in-house alternative investment platform. True North emphasizes proactive, tailored investment strategies, long-term capital growth and preservation, and serves clients with fiduciary guidance and institutional-grade investment opportunities.
51 - 200 employees
Founded 2000
💸 Finance
👥 B2C
September 25
Job not on LinkedIn
Reporting Manager overseeing Addepar adoption and firmwide reporting practices. Coordinating data workflows and conducting valuations with an emphasis on private investments.
