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Bryan Kreitzberg
Portfolio Manager at True Link Financial Advisors, LLC
About
Bryan Kreitzberg, CFA, is a Portfolio Manager at True Link Financial Advisors based in Broomfield, Colorado. In this role, he specializes in managing investments for special needs trusts, conservatorships, fiduciaries, family foundations, and high net worth individuals, with a particular focus on tailored portfolio solutions for clients with unique financial requirements. He is noted for his expertise in asset management across equities, fixed income, and multi-asset strategies, as well as his deep understanding of trust and fiduciary investment needs.
Prior to joining True Link in 2022, Bryan spent nine years as an Investment Manager with BOK Financial Private Wealth, where he managed complex portfolios for a diverse client base, including individuals, trusts, and institutional clients. His earlier experience includes serving as an Active Trader Consultant at E*TRADE Financial, further broadening his perspective on public markets and client-centered advisory.
Bryan holds an MBA from Indiana University's Kelley School of Business and a BS in Business Finance with a minor in Economics from Montana State University-Bozeman. As a CFA charterholder and member of the CFA Society of Colorado, he has over 18 years of industry experience and is recognized for his commitment to advancing best practices in fiduciary and specialized asset management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| True Link | Portfolio Manager | Feb 2022 to Present | — |
| BOK Financial | Investment Manager | Nov 2012 to Feb 2022 | — |
| E*TRADE Financial | Active Trader Consultant | Jul 2006 to Oct 2012 | — |
| E*TRADE Financial | Team Lead | Jun 2005 to Jul 2006 | — |
| E*TRADE Financial | Financial Services Representative | Aug 2003 to Jun 2005 | — |
Education
Indiana University Kelley School of Business
MBA
2012 — 2014
Montana State University-Bozeman
BS, Business Finance, Minor Economics
1999 — 2003
West High School
1996 — 1999
Skills & Expertise
Others at True Link Financial Advisors, LLC (1)
| Name | Role | Location |
|---|---|---|
R Rafal Chochol | Portfolio Manager | Chicago, IL , United States |
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