Anna Hamilton, CFP® - Email & Phone Number

Associate Wealth Manager at True North Advisors

Anna Hamilton, CFP® is based out of Dallas, Texas, United States and works at True North Advisors as Associate Wealth Manager.

Anna Hamilton, CFP®'s Contact Information

Latest update

May 15, 2024

Location

Dallas, Texas, United States

Anna Hamilton, CFP®'s Work History

Associate Wealth Manager

True North Advisors

Jan 2023 - Present

Portfolio Analyst

True North Advisors

Dec 2021 - Dec 2022

Portfolio Manager

UMB Bank

Jan 2020 - Nov 2021

Senior Credit Analyst

UMB Bank

Jun 2018 - Jan 2020

Teacher Assistant

The University of Kansas School of Business

Aug 2017 - May 2018

Anna Hamilton, CFP®'s Education

University of Kansas

Bachelor of Science (B.S.)

2014 - 2018

Anna Hamilton, CFP®'s Skills

Personal Financial Planning

Teamwork

Sales

Public Speaking

Marketing

Microsoft Office

Anna's current employer

True North Advisors

Description

True North Advisors is an independent investment advisor with offices in Dallas, Texas and Fort Worth, Texas that seeks to help its clien...

Website

truenorthadvisors.com

HQ Location

Dallas, TX, United States

Number of employees

11-50

Industry

Financial Services

Latest update

May 1, 2024

Read about True North Advisors

Frequent questions about Anna Hamilton, CFP®

What company is Anna Hamilton, CFP® working for?

Anna Hamilton, CFP® works for True North Advisors.

What is Anna Hamilton, CFP®'s function at True North Advisors?

Anna Hamilton, CFP® is Associate Wealth Manager at True North Advisors.

Where is Anna Hamilton, CFP® based?

Anna Hamilton, CFP® is based out of Dallas, Texas, United States.

Who are Anna Hamilton, CFP®'s co-workers?

Anna Hamilton, CFP®'s colleagues are Scott Wood, William Sharp, Tara Scottino, Caleb Brian, Vanessa Ramic, Paula Davis, Elaine Kinnee, Chris Pate, Jamil McNeal, Holly Wilkins, Matt Peden, Doug Hudson, Blake Kinney, Christopher Conlan, Danielle Walker, Tino Gonzales, Braden Cole, Ryan Brown, Kellie Crewse, Jamie Scott, Matt Borowski, Connor Gross, Micah Adams, Maddie Westerhold, Dhruv Maniktala, Adam Farris, Colin Bindner, Michael Anderson, Mykael Young, Lakin Kennedy, Andrew Oberst, Marisa Helland.

Anna's co-workers

Scott Wood

Chief Executive Officer, Co-founder

William Sharp

VP Finance

Tara Scottino

Principal, Vice President, Senior Wealth Manager

Caleb Brian

Director of Wealth Planning

Vanessa Ramic

Senior Director Of Operations

Paula Davis

Managing Director, Dallas; Partner

Elaine Kinnee

Director of Human Resources

Chris Pate

Managing Director - Fort Worth

Jamil McNeal

Director of Investments - Credit and Private Markets

Holly Wilkins

Director of Marketing

Matt Peden

Senior Director of Investments

Doug Hudson

Senior Director, Growth Strategies

Blake Kinney

Director Of Business Operations

Christopher Conlan

Director

Danielle Walker

Director of Investor Relations

Tino Gonzales

Business Operations Analyst

Braden Cole

Senior Wealth Manager

Ryan Brown

Associate Wealth Manager

Kellie Crewse

Senior Wealth Manager

Jamie Scott

Financial Planner

Matt Borowski

Senior Wealth Manager

Connor Gross

Investment Analyst

Micah Adams

Associate Wealth Manager

Maddie Westerhold

Associate Wealth Manager

Dhruv Maniktala

Chief Investment Officer, Partner

Senior Wealth Manager, Partner

Mykael Young

Onboarding Specialist

Lakin Kennedy

Investment Operations Analyst

Andrew Oberst

Portfolio Analyst

Marisa Helland

Senior Portfolio Analyst

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