Alexzander Taaffe
Analyst at True North Advisors
Based in Dallas, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Dallas
Industry
Financial Services
Company size
78
Contact information
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a•••••••@truenorthadvisors.com
Phone
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Background
About Alexzander Taaffe
Born and raised in Marin County, California I recently graduated from Texas Christian University's M.J. Neeley School of Business with a Bachelor of Business Administration in Finance. During my time at TCU, I gained valuable experience in the securities industry through internships at Q Investments, a multi-strategy hedge fund in Fort Worth, and Fidelity Investments, a multinational financial services corporation. Currently, I work at Charles Schwab as an Advice Academy Professional within wealth advisory. I am also actively pursing my CFP certification and plan to sit for the exam in March 2026.
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Senior Wealth Manager, Partner · Finance & Accounting
- NFStaff
Nicola Fraser
Executive Assistant · General Business & Management
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