True North Advisors
Vanessa Ramic has a comprehensive work experience spanning over several years. Vanessa worked at True North Advisors as the Senior Director of Operations from January 2020 onwards, and previously as the Director of Operations from May 2018 to December 2019. Prior to this, they were employed at Tolleson Wealth Management as the Manager of Wealth Operations from July 2017 to May 2018. Vanessa also worked at Tolleson Private Wealth Management as a Senior Transaction Analyst from January 2013 to July 2017. Before that, they gained experience at Invest Financial as a Licensed Sales Assistant from December 2011 to January 2013, and at Texans Financial / Texans Credit Union in the same role from June 2005 to January 2012.
Vanessa Ramic completed their Bachelor of Business Administration (BBA) in Finance at the Naveen Jindal School of Management, UT Dallas, from 2000 to 2004. Vanessa then pursued their Master of Business Administration (MBA) at the same institution from 2007 to 2010.
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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.