Sign in

You're signed outSign in or to get full access.

Marisa Helland

Marisa Helland

Manager of Trading at True North Advisors, LLC

Dallas, TX , United States

About

Marisa Helland is the Manager of Trading at True North Advisors in Dallas, TX, where she leads trading operations and has direct oversight of all client portfolios. In this capacity, she is responsible for executing and managing investment transactions across client accounts, ensuring operational efficiency and accuracy within the firm’s trading platform.

Her career at True North Advisors began in 2019 as a Portfolio Analyst, advancing to Senior Portfolio Analyst before her current managerial appointment in 2025. Throughout her tenure, Marisa has gained expertise in multi-asset portfolio management, working extensively with equities, fixed income instruments, and alternative investments that make up True North’s client offerings.

Marisa holds a business degree from Southern Methodist University’s Cox School of Business and is an alumna of The Hockaday School. She is recognized for her strong analytical acumen, process improvements in trading workflows, and a commitment to supporting both institutional and high-net-worth client needs, particularly in diversified and multi-asset investment strategies.

Career History

OrganizationRoleDate RangeDetails
True North AdvisorsManager of TradingJan 2025 to Present
True North AdvisorsSenior Portfolio AnalystJan 2022 to Feb 2025
True North AdvisorsPortfolio AnalystMay 2019 to Feb 2022
Quest Capital Management, Inc.Investment AnalystJan 2016 to May 2019
Quest Capital Management, Inc. is a wealth management and comprehensive financial planning company. We focus on creating a Plan for Life™ - a unique financial plan designed to help meet our clients’ c...

Education

Southern Methodist University - Cox School of Business

2011 2015

The Hockaday School

High School Diploma

2007 2011

Skills & Expertise

Teaching
Strategic Planning
Project Management
Research
Management
Marketing
Social Media
Leadership
Public Speaking
PowerPoint
Microsoft Excel
Microsoft Word
Microsoft Office
Customer Service
Team Leadership
Team Building
Bloomberg Terminal
Financial Modeling
Accounting

Others at True North Advisors, LLC (6)

NameRoleLocation
C
Crystal Bradley
Portfolio AnalystTX , United States
Dhruv Maniktala
Dhruv Maniktala
Chief Investment Officer, PartnerDallas, TX , United States
Grant Bennett
Grant Bennett
Senior Portfolio AnalystDallas, TX , United States
Brian Heider
Brian Heider
Deputy Chief Investment Officer, PartnerDallas, TX , United States
Hannah Wilbanks
Hannah Wilbanks
AssociateMountain Home, TX , United States
Luke Anderson
Luke Anderson
Senior Investment AnalystDallas, TX , United States

Similar Fund Managers

NameRoleFundLocation
M
Michael Xirinachs
Trading and Portfolio Management AssociateLevel Four Advisory Services, LLCDallas, TX , United States
Jeffrey Helfrich
Jeffrey Helfrich
Portfolio Manager and Research AnalystPenn Davis Mcfarland Inc.Dallas, TX , United States
Charles Norton
Charles Norton
Portfolio ManagerPenn Davis Mcfarland Inc.Dallas, TX , United States