Grant Bennett

Grant Bennett is a Senior Portfolio Analyst at True North Advisors, LLC in Dallas, TX, where he focuses on trading, rebalancing, and portfolio management. In this capacity, he is responsible for ensuring precise execution across client accounts, implementing the firm’s investment strategies, and mentoring team members to support client objectives. His expertise lies in investment operations, portfolio construction, and the execution of innovative solutions to support clients’ long-term goals.

Throughout his career at True North Advisors, Grant has progressed from Client Operations Analyst to Portfolio Analyst and now to Senior Portfolio Analyst, reflecting his deep attention to detail and operational acumen. He previously held roles at TD Ameritrade and Charles Schwab, which provided him with a comprehensive understanding of financial operations, investment products, and client service within the wealth management sector. He has hands-on experience trading and managing a variety of asset classes, including equities, fixed income, and alternative investments, with a focus on customized, client-centric portfolio solutions.

Grant holds a Bachelor of Science in Economics with a minor in Business from Texas Christian University. He is recognized for his commitment to professional excellence, operational integrity, and supporting both client and team success. He contributes to True North Advisors’ mission by helping implement rigorous portfolio management processes and fostering a culture of growth and collaboration within the firm.