Christopher Conlan, Cfa®

Christopher Conlan, Cfa® Email and Phone Number

Director of New Client Relationships @ True North Advisors
Dallas, TX, US
Christopher Conlan, Cfa®'s Location
Dallas, Texas, United States, United States
Christopher Conlan, Cfa®'s Contact Details

Christopher Conlan, Cfa® work email

Christopher Conlan, Cfa® personal email

Christopher Conlan, Cfa® phone numbers

About Christopher Conlan, Cfa®

Chris joined True North Advisors in 2016 as Vice President, focusing his time and energy on the development and cultivation of new client relationships. He also serves as the conduit between new clients and their service team, allowing the process and experience to be as seamless and efficient as possible for the client. He joined the firm from Goldman Sachs, where he served as a Private Wealth Advisor in the Investment Management Division. Prior to Goldman Sachs, Chris spent three years in the AT&T Financial Leadership Program, where he spent time concentrating on corporate development/strategy, financial planning, and operations.Chris earned his Bachelor of Business Administration from the University of San Diego and his MBA from Southern Methodist University. He earned his CFA in November 2022. An enthusiast of leading an active life, Chris has completed a 70.3 Ironman, runs marathons, and enjoys CrossFit. He is a husband and father who loves spending quality time with his family.

Christopher Conlan, Cfa®'s Current Company Details
True North Advisors

True North Advisors

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Director of New Client Relationships
Dallas, TX, US
Employees:
74
Christopher Conlan, Cfa® Work Experience Details
  • True North Advisors
    Director Of New Client Relationships
    True North Advisors
    Dallas, Tx, Us
  • True North Advisors
    Director
    True North Advisors May 2016 - Present
    Dallas/Fort Worth Area
    True North Advisors is an independent, wealth management firm founded on the principle of stewardship. Our service offering, the way we conduct business, and members of our team, are focused on serving clients first.As stewards of your wealth and well-being, we are dedicated to delivering long-term financial success and peace of mind.True North has been ranked as one of the top independent wealth management firms in the country by Barron’s, Investment Advisors, Investment News, RIA Business, Dallas Business Journal, D Magazine and Texas Monthly.

Christopher Conlan, Cfa® Education Details

Frequently Asked Questions about Christopher Conlan, Cfa®

What company does Christopher Conlan, Cfa® work for?

Christopher Conlan, Cfa® works for True North Advisors

What is Christopher Conlan, Cfa®'s role at the current company?

Christopher Conlan, Cfa®'s current role is Director of New Client Relationships.

What is Christopher Conlan, Cfa®'s email address?

Christopher Conlan, Cfa®'s email address is cp****@****ail.com

What is Christopher Conlan, Cfa®'s direct phone number?

Christopher Conlan, Cfa®'s direct phone number is (214) 360*****

What schools did Christopher Conlan, Cfa® attend?

Christopher Conlan, Cfa® attended Southern Methodist University, University Of San Diego, St. Michael's Academy.

Who are Christopher Conlan, Cfa®'s colleagues?

Christopher Conlan, Cfa®'s colleagues are Mark Austin, Trevor Dunfee, Grant Bennett, Matt Peden, Brian Heider, Cfa, Caia, Ian Dance, Andrew Waymire.

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