Mark Gehlbach

Mark Gehlbach

Formal First Name

Mark Gehlbach is the President and Co-Founder of True North Advisors. He is the architect of the firm’s client experience and investment management strategies, and also oversees the financial planning and investment decisions within the company. Prior to founding True North, Mark began his career at the Salomon Smith Barney Consulting Group. There, he was responsible for providing both investment and wealth management services to private investors, and consulting and trading services to institutional investors. Mark Gehlbach is often quoted and sought after as a source by professional publications such as Private Asset Management and Bloomberg Wealth Manager.

Professional Experience

Academic History

  • While at Salomon Smith Barney, Mark received numerous accolades including the prestigious Blue Chip Council award honoring top performers.

  • In 1998, Mark followed key leaders who left Salomon to form Lockwood Financial, the first independent provider of investment consulting services.

  • At Lockwood, Mark joined forces with long-time friend Scott Wood, providing investment advice to high wealth clients.

  • Well-regarded in the investment industry, he holds the designation of Chartered Private Wealth Advisor®, awarded by the University of Chicago Booth School of Business........................

Mark Gehlbach Organizations