True North Advisors
Luke Anderson has a diverse work experience spanning various roles and industries. Luke is currently working as an Investment Analyst at True North Advisors, where they perform due diligence on prospective investments and managers across different asset classes. Prior to this, Luke was a member of Delta Sigma Pi since 2019. In 2020, they founded and served as the President of SMU Business in Healthcare Club until May 2022. Luke also has experience as the President of Sigma Phi Epsilon from January to August 2021. Luke has interned at DivcoWest as a Commercial Real Estate Intern in 2020 and at Roche as an Investor Relations Intern in 2019. Additionally, Luke has worked as a Worker at GILSON DEVELOPMENT INC in 2018 and as a Residential Real Estate Intern at Walter & Associates in 2017.
Luke Anderson received their Bachelor of Business Administration (BBA) degree in Finance, General from Southern Methodist University - Cox School of Business in the years 2018 to 2022. Prior to this, they attended Menlo School from 2016 to 2018 and the International School Basel from 2012 to 2016, although it is not specified whether they earned any degree or pursued a specific field of study at 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.