Scott Wood
Scott Wood is the Co-Founder and CEO of True North Advisors, a leading registered investment adviser and multi-family office dedicated to delivering objective, conflict-free wealth management. Alongside co-founder Mark Gehlbach, Wood launched True North with a singular mission: to eliminate conflicts of interest in the client-advisor relationship. As CEO, he is the chief architect of the firm’s vision, strategy, and culture, and serves as a voting member of the Investment Policy Committee. An accomplished entrepreneur and business builder, Wood brings decades of experience in the financial services industry. He began his career at The Chase Manhattan Bank (now JPMorgan Chase), where he rose to Vice President and Investment Consultant, advising high-net-worth clients on complex wealth strategies. Beyond his corporate leadership, he is deeply engaged in the Dallas community, serving on multiple nonprofit boards and organizations.
Scott Wood Professional Experience / Academic History
Professional Experience
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Co-Founder and CEO
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Vice President and Investment Consultant
Academic History
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B.B.A., Finance, Economics
As CEO of True North Advisors, Scott Wood plays a key role in shaping the firm’s growth, profitability, and marketing strategy.
He leads the firm’s Fulfilling Lives™ mission, guiding a team of advisors to deeply understand each client’s priorities and goals, design comprehensive wealth strategies, and deliver on the promise of objective, conflict-free advice.
EARLY CAREER
Wood began his career as Vice President and Investment Consultant at Chase Manhattan Bank, where he managed privately held accounts and trading operations for the firm’s new venture.
After relocating to Dallas, he transitioned to a fee-based advisory structure, where he was recognized as a top-ten producer across Chase’s national network.
He later joined Lockwood Financial, the industry’s first independent advisory platform, as a Financial Consultant—gaining invaluable experience in client-centric wealth management.
LICENSES & DESIGNATIONS
Certified Investment Management Analyst® (CIMA)
Certified Private Wealth Advisor® (CPWA)
Certified Exit Planning Advisor® (CEPA)
COMMUNITY INVOLVEMENT
Board Member, 104th President of the Salesmanship Club of Dallas
Chairman, Momentous Institute Board
Treasurer, Tom Landry FCA Foundation
Treasurer, Park Cities Baptist Church’s Long-Term Planning Committee
Active Member, YPO Gold-Dallas
Active Member, YPO Gold-Maverick
Vice Chair, North Texas Young Presidents Organization
MEDIA PRESENCE
Wood’s expertise and insights have been featured in major outlets including Forbes, Yahoo! Finance, and MarketWatch, where he has been quoted on wealth management, financial planning, and investment strategy.