True North Advisors announced this week that Zachary A. Kuhlman has been named senior wealth manager for its Fort Worth office.
“Zachary has a servant’s heart by nature,” says Chris Pate, partner and managing director in Fort Worth. “He works to thoroughly understand a family’s goals and objectives, implements tailored planning solutions to accomplish those objectives, and is devoted to being a steward of wealth to the families he serves.”
True North Advisors, LLC, founded in 2000 by Scott Wood and Mark Gehlbach, is a wealth management firm based in Dallas providing clients with innovative wealth and investment solutions. It has more than $2.9 billion under management.
Previously, Kuhlman was an adviser for CH Investment Partners, a multifamily investment office founded by the Trammell Crow Family. Before that, he spent five years serving in various roles at Brownlie & Braden, LLC, a North Texas-based investment advisory firm.
Kuhlman graduated from Hankamer School of Business at Baylor University where he earned a bachelor’s in business administration, focusing on finance and real estate. In 2015, he earned an MBA from SMU’s Cox School of Business, with concentrations in finance and real estate.
“We look forward to having Zachary on our team and know he will be a valued strategic partner to our clients,” Pate says.