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True North Wealth Advisors Founder and CEO Andrea Anastasio
I’ve been passionate about investing for as long as I can remember. As a child, I’d sit in front of the television, watching the stock ticker crawl across the screen, carefully writing down stock prices for my father before he got home from work.
That early exposure sparked a lifelong fascination with markets, one that led me to study Economics in college and pursue graduate studies in Finance at the University of Chicago.
The systematic, risk-based approach to investing in which I was immersed has shaped my investment philosophy ever since.
For 25 years, I held senior investment and leadership roles at some of the world’s leading global asset managers. Throughout my career I had the privilege of advising institutional investors on how to meet their investment goals — whether it was a Fortune 500 company managing billions in pension assets for its employees, or a sovereign government stewarding surplus wealth for the future of its citizens.
The work always began the same way: by listening. Understanding each client’s unique challenges and objectives laid the foundation for an investment strategy that aligned with their goals. That process — rooted in trust, collaboration, and insight — wasn’t just about building a portfolio. It was about building a lasting partnership.
Over the course of my career, I’ve led investment teams responsible for designing and managing multi-billion-dollar portfolios, while also serving as the primary advisor to boards, committees, and executives making complex financial decisions. That dual perspective-operator and partner, strategist and listener—taught me that exceptional outcomes happen when investment insight and client understanding are fully integrated.
For 25 years, I held senior investment and leadership roles at some of the world’s leading global asset managers. Throughout my career I had the privilege of advising institutional investors on how to meet their investment goals — whether it was a Fortune 500 company managing billions in pension assets for its employees, or a sovereign government stewarding surplus wealth for the future of its citizens.
The work always began the same way: by listening. Understanding each client’s unique challenges and objectives laid the foundation for an investment strategy that aligned with their goals. That process — rooted in trust, collaboration, and insight — wasn’t just about building a portfolio. It was about building a lasting partnership.
Over the course of my career, I’ve led investment teams responsible for designing and managing multi-billion-dollar portfolios, while also serving as the primary advisor to boards, committees, and executives making complex financial decisions. That dual perspective-operator and partner, strategist and listener—taught me that exceptional outcomes happen when investment insight and client understanding are fully integrated.
At True North Wealth Advisors, we bring 25 years of institutional investment expertise to individuals, families, and mission-driven organizations.
Whether you’re navigating a major life transition, building lasting wealth, or stewarding assets for future generations, we provide clear guidance, tailored strategies, and a trusted partnership to help you move forward with confidence.
Let’s explore how we can work together to chart the right path for your financial future.
At True North Wealth Advisors, we bring 25 years of institutional investment expertise to individuals, families, and mission-driven organizations.
Whether you’re navigating a major life transition, building lasting wealth, or stewarding assets for future generations, we provide clear guidance, tailored strategies, and a trusted partnership to help you move forward with confidence.
Let’s explore how we can work together to chart the right path for your financial future.