True North Advisors
Jamil McNeal, CFA, CAIA has a wealth of experience in the investment field, spanning over 23 years. Jamil is currently the Director of Investments - Credit and Private Markets at True North Advisors, a position they have held since 2019. In this role, Jamil is responsible for evaluating investment opportunities across private market asset classes, both institutional and emerging, including manager due diligence and building a private and alternatives platform.
Prior to their current role, Jamil held various positions at different companies. Jamil was a Senior Advisor at Sun and Moon Capital from November 2021 to June 2022. Jamil also served as a Senior Investment Analyst (Private Markets) at GuideStone Financial Resources from June 2013 to April 2019, where they led research and diligence efforts on over $400 million of private investment commitments.
Jamil's earlier experience includes roles at J.P. Morgan, where they were an Investment Data Manager and Pricing Analyst, and at Wells Fargo Bank, where they worked as a Senior Structured Credit Investment Analyst and Trainer. During their time at Wells Fargo, they reviewed and modeled RMBS deals, calculated structured product bond payments, and developed training material for new hires.
Additionally, Jamil has served on the Investment Advisory Committee at the Dallas Police & Fire Pension System since February 2023 and as a Board Member at the Torrey Project since November 2021.
Before entering the investment field, Jamil worked in sales from 1998 to 2001. Jamil also has experience in operations and database administration, having worked as an Operations Analyst and Database Admin at Wells Fargo in 2003.
Overall, Jamil McNeal's extensive work experience showcases their expertise in investment analysis, due diligence, and building investment platforms in the private market asset classes.
Jamil McNeal, CFA, CAIA has a solid education background. Jamil obtained their Bachelor of Arts (B.A.) degree in American Government and Politics (United States) from the University of Virginia, completing their studies from 1995 to 1999. In 2003, they pursued an advanced degree and earned their Masters of Business Administration from the Keller Graduate School of Management of DeVry University, with a focus on finance.
Additionally, McNeal has acquired various certifications. In 2016, they became a CAIA Charterholder, specializing in alternative investments. Jamil also obtained the Certified Due Diligence Analyst certification from the IMDDA in October 2022. Although the obtained month and year for the Certificate of Mastery: Credit Risk Analysis Professional is not provided, it is listed as an additional certification. Lastly, McNeal is a CFA charterholder, earning the CFA designation from the CFA Institute.
Furthermore, they have undergone training and received recognition from institutions such as Bloomberg and Zephyr Certified, CAIA, CFA Institute, and Wall Street Prep, although specific details regarding the programs and degrees obtained are not provided for these institutions.
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.