True North Advisors
Christopher Conlan, CFA®, currently serves as Director at True North Advisors, an independent wealth management firm focused on client service, since May 2016. Prior to this role, Christopher Conlan was a Private Wealth Advisor at Goldman Sachs from July 2012 to May 2016. Christopher Conlan began their career at AT&T, participating in the Financial Leadership Program and working as a Corporate Development Associate from June 2009 to June 2012, where responsibilities included various aspects of the M&A process across multiple markets. Christopher Conlan holds an MBA in Finance from Southern Methodist University and a BBA in Finance from the University of San Diego.
This person is not in any teams
True North Advisors
True North Advisors is made up of skilled and caring individuals who are committed to an independent, client-centric approach to managing wealth. Our team is experienced and credentialed in both financial planning and portfolio management. We come together from different backgrounds and with different strengths to serve our clients’ needs in astrategic and proactive way. Our expert wealth advisors design highly customized, holistic financial plans that are uniquely focused on what matters most to you. Our team works in tandem with you, your estate planner and/or your CPA. Our disciplined, long-term approach has the flexibility to adapt to your circumstances as they change. It is, in essence, a financial roadmap to help you reach your goals. It is your True North, and we provide the expertise and financial vehicles to get you there. Our Investment Team builds global, diversified, multi-asset class portfolios with broad exposure to equities, fixed income, real assets, hedge funds and private equity investments. Our value-oriented approach allows us to be opportunistic when valuations are cheap, and defensive when they are expensive. We use a functional asset class framework to build portfolios that categorizes investments by their objective rather than by traditional asset class definitions. We provide advice that’s inspired by aspirations, not sales commissions.