TRUE NORTH FINANCIAL SERVICES, INC.

TRUE NORTH FINANCIAL SERVICES, INC. of NORTH ADAMS, MA is an SEC-registered investment adviser (CRD 46679). Regulatory assets under management: $43.4M.

Registration

Officers, owners & control persons (15)

NameRoleLocation
Collins WilliamDIRECTORPortland, OR
LAMB ROBERT CHARLESPRES/CCO/CEO/FINOP/CFO/DIR; PRES/CEO/CFO/DIR—
CROWE STEPHEN GEORGECHAIRMAN/DIRECTOR; DIRECTOR—
SHEPARD LINDA BETHVICE PRESIDENT—
SCOTT STEPHANIECHIEF COMPLIANCE OFFICER/FINOP—
DURAND JAMES EDWARDVICE PRESIDENT, CHIEF INVESTMENT OFFICER—
BULLETT RICHARD BERNARDDIRECTOR—
ART PAMELA BEALLDIRECTOR—
HOGAN SUSAN SAVITTDIRECTOR—
SVRLUGA BRADLEY CROWELLDIRECTOR; DIRECTOR/CHAIRMAN OF THE BOARD—
DOLAN TIMOTHY ROBERTDIRECTOR—
ABEL ROBERT GEORGEVICE PRESIDENT OF INVESTMENT SERVICES—
LEVESQUE LINDA BETHVICE PRESIDENT—
LOPRESTO WAYNE ACHILLEVICE PRESIDENT—
KELLY THOMAS WTREASURER/DIRECTOR—

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