“What makes Truepoint so special is the collaborative approach to financial planning. There is no single financial genius at Truepoint. Brilliant minds from various areas of expertise come together to produce a unique and comprehensive plan for our clients.” Joseph joined Truepoint as a client service associate where he supports wealth
“The team atmosphere at Truepoint really attracted me to this position. Everyone is professional and friendly and also takes the time to be both a friend and coach.” Sam Chasnoff joined the client operations team where he provides support to wealth advisors and assists with business development projects. “I enjoy working
"It is fulfilling to be part of a team that supports innovation, collaboration and respect for everyone on the team." Joining Truepoint’s client operations team after 20 years as a successful residential architect may not seem like an intuitive career path. But Stephanie leverages many of the skills she honed as
“It is important to me that Truepoint’s investment philosophy is based on academic research. We place a strong emphasis on doing what is right for our clients." With extensive experience in the operations end of the financial services industry, Will is instrumental in striving to deliver exceptional service to Truepoint clients.
“Truepoint builds not only wealth, but security and peace of mind for our clients. They feel confident that they are on the right course and that their families will have good guidance from generation to generation.” As a part of the client operations team, Lisa provides client service support for Truepoint’s