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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| True North Advisors | Manager of Trading | Jan 2025 to Present | — |
| True North Advisors | Senior Portfolio Analyst | Jan 2022 to Feb 2025 | — |
| True North Advisors | Portfolio Analyst | May 2019 to Feb 2022 | — |
| Quest Capital Management, Inc. | Investment Analyst | Jan 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
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 | |
| Deputy Chief Investment Officer, Partner | Dallas, TX , United States | |
| Associate | Mountain Home, TX , United States | |
| Senior Investment Analyst | Dallas, TX , United States |
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