Scott Adair Wood

Directeur Général chez True North Advisors LLC

Profil

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).

Postes actifs de Scott Adair Wood

Sociétés	Poste	Début
True North Advisors LLC	Directeur Général	01/01/2000
Salesmanship Club of Dallas	Corporate Officer/Principal	-

Formation de Scott Adair Wood

Baylor University

Undergraduate Degree