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About
Luke Anderson is a Senior Investment Analyst at True North Advisors, LLC in Dallas, TX, where he is responsible for evaluating new and existing investments for client portfolios. His role involves conducting due diligence across a broad spectrum of asset classes, including equities, fixed income, real assets, hedge funds, and private equity, supporting the firm’s multi-asset, value-oriented investment approach.
Prior to his current position, Luke served as an Investment Analyst at the firm and gained additional experience as a Commercial Real Estate Intern at DivcoWest and an Investor Relations Intern at Roche. He also held leadership roles during his academic tenure, such as President of the SMU Business in Healthcare Club and Sigma Phi Epsilon, which showcase his initiative and engagement in the finance and investment community.
Luke holds a Bachelor of Business Administration in Finance from Southern Methodist University – Cox School of Business. His expertise includes multi-asset portfolio construction, investment manager research, and functional asset class analysis, with a demonstrated interest in both public and private markets.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| True North Advisors | Senior Investment Analyst | Jan 2025 to Present | • Assessing new and existing investments across asset classes (equity, fixed income, alternatives, private equity, etc...) • Presenting recommendations to Investment Committee |
| True North Advisors | Investment Analyst | May 2022 to Dec 2024 | • Performing due diligence on prospective investments and managers across asset classes (equity, fixed income, alternatives, private equity, etc...) • Completing internal research requests from the we... |
| Delta Sigma Pi | Member | Sep 2019 to Present | — |
| SMU Business in Healthcare Club | Founder, President | Oct 2020 to May 2022 | • Wrote constitution and bylaws for club; presented club proposal to the SMU senate and obtained charter • Organized bi-weekly club meetings for 100+ members with important business speakers from the ... |
| Sigma Phi Epsilon (Official) | President | Jan 2021 to Aug 2021 | • Led fraternity (154 members) through the many obstacles caused by the Covid-19 pandemic with weekly chapter meetings • Held philanthropy events and raised 4.2k for the Salvation Army, North Texas • ... |
| DivcoWest | Commercial Real Estate Intern | Jun 2020 to Jul 2020 | • Researched impact of Covid-19 on data-center real estate assets and presented findings to company leadership |
| Roche | Investor Relations Intern | Jun 2019 to Jul 2019 | • Compared ESG ratings of Roche and top 15 pharma competitors and presented findings to management • Evaluated effectiveness of Roche investor communications compared to major competitors • Performed ... |
| GILSON DEVELOPMENT INC | Worker | Jun 2018 to Jul 2018 | • Completed demo work for a renovation project of an upscale city house |
| Walter & Associates | Residential Real Estate Intern | Jun 2017 to Jul 2017 | • Prepared marketing materials and showed single family residential homes for sale |
Education
Southern Methodist University - Cox School of Business
Bachelor of Business Administration - BBA, Finance, General
2018 — 2022
Menlo School
2016 — 2018
International School Basel
2012 — 2016
Others at True North Advisors, LLC (6)
| Name | Role | Location |
|---|---|---|
C Crystal Bradley | Portfolio Analyst | TX , United States |
 | Chief Investment Officer, Partner | Dallas, TX , United States |
 | Senior Portfolio Analyst | Dallas, TX , United States |
 | Manager of Trading | Dallas, TX , United States |
 | Deputy Chief Investment Officer, Partner | Dallas, TX , United States |
 | Associate | Mountain Home, TX , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
M Michael Xirinachs | Trading and Portfolio Management Associate | Level Four Advisory Services, LLC | Dallas, TX , United States |
 | Portfolio Manager and Research Analyst | Penn Davis Mcfarland Inc. | Dallas, TX , United States |
 | Portfolio Manager | Penn Davis Mcfarland Inc. | Dallas, TX , United States |
