Jamil McNeal, CFA, CAIA

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.