True North Advisors
William Sharp has a solid work experience with a focus on finance and accounting. William started their career as a Staff Accountant at MohleAdams in December 2007 and worked in that role until June 2011. William then became a Senior Accountant at MohleAdams from July 2011 to November 2012. Moving on, they joined JMI Realty as a Senior Accountant in November 2012 and left in December 2013. Since January 2014, William has been working as the VP of Finance at True North Advisors.
William Sharp attended St. Edward's University from 2002 to 2007, where they earned a Bachelor's degree in Accounting and Finance.
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.