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True North Advisors announced this week that Braden Cole has joined the firm as senior wealth manager in the Dallas office.
True North Advisors, LLC is a solutions-oriented wealth and investment firm that is fiduciarily driven to serve families, entrepreneurs, and business owners.
“Braden brings an immense amount of value and leadership to our advisory team,” says Paula Davis, managing director in Dallas, in a statement. “With an established history in economic research, family governance, and private investments, he’s able to simplify the complex for many of our ultra-high net worth families.”
Cole has worked in the wealth management industry for more than 14 years and offers unique insights and a holistic approach to his client relationships. Previously, Cole was an adviser for CH Investment Partners, a multifamily investment office founded by the Trammell Crow family.
Cole graduated from Hankamer School of Business at Baylor University in 2008 with a bachelor’s in finance. He is also a CFA charter holder and a member of the CFA Society of DFW.