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Matthew D
CFA®, Series 63
Danville, CA
True North Advisors, LLC
Matthew Dublin is a CFA® charterholder with seven years of industry experience. He currently works at True North Advisors, LLC and previously held positions at Blue Investment Partners LLC and Aptigon Capital, Citadel LLC. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in client assets. The firm serves very high net worth and ultra-high net worth individuals, corporate pension and profit-sharing plans, trusts, estates, foundations, and other business entities, offering comprehensive financial planning, portfolio management, and consulting services.
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