Scott Adair Wood
Algemeen Directeur bij True North Advisors LLC
Profiel
Mr. Scott A.
Wood is a Chief Executive Officer & Co-Founder at True North Advisors LLC and a Member at Salesmanship Club of Dallas.
He is the architect of the firm’s vision, strategy and culture and is a voting member of the firm’s Investment Policy Committee.
He also shares responsibility for shaping the growth, profitability, and marketing of the firm.
He previously worked at Chase Manhattan Bank’s Management Development Program in New York City.
He then joined Chase Manhattan Investment Services, a newly formed investment advisory business focused on a fee-only, non-proprietary approach to investment management.
Scott helped launch their first Dallas office, where he began to develop his own client base.
He received his undergraduate degree from Baylor University.
He holds the distinction of being a Certified Investment Management Analyst® (CIMA), awarded by the Wharton School of Business, and is a Chartered Private Wealth Advisor (CPWA) and Certified Exit Planning Advisor (CEPA).
He is also an active member in the Investments & Wealth Institute (formerly IMCA).
Actieve functies van Scott Adair Wood
Bedrijven | Functie | Begin |
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True North Advisors LLC
True North Advisors LLC Investment ManagersFinance True North Advisors LLC (True North) is a SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was co-founded by Scott A. Wood and Mark H. Gehlbach in 2000. True North offers focused wealth and investment solutions to high-net-worth families, entrepreneurs, and institutions across the country. | Algemeen Directeur | 01-01-2000 |
Salesmanship Club of Dallas | Corporate Officer/Principal | - |
Opleiding van Scott Adair Wood
Baylor University | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 2 |
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Salesmanship Club of Dallas | |
True North Advisors LLC
True North Advisors LLC Investment ManagersFinance True North Advisors LLC (True North) is a SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was co-founded by Scott A. Wood and Mark H. Gehlbach in 2000. True North offers focused wealth and investment solutions to high-net-worth families, entrepreneurs, and institutions across the country. | Finance |