Joshua Greene

Associate Wealth Manager at True North Advisors

Joshua Greene currently serves as a Wealth Management Associate at Hilltop Securities Inc. since July 2022. Prior to this role, Joshua worked as an Assistant Legal Analyst at Dallas Baptist University from March 2021 to July 2022. Joshua holds a Bachelor of Business Administration in Finance from Dallas Baptist University, where education was completed in May 2021, and also possesses a high school diploma from Prestonwood Christian Academy.

Location

Dallas, United States

Links

Previous companies


Org chart

No direct reports

Teams

This person is not in any teams


Offices


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.


Industries

Employees

11-50

Links