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Bryan Kreitzberg

Bryan Kreitzberg

Portfolio Manager at True Link Financial Advisors, LLC

Broomfield, CO , United States

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

OrganizationRoleDate RangeDetails
True LinkPortfolio ManagerFeb 2022 to Present
BOK FinancialInvestment ManagerNov 2012 to Feb 2022
E*TRADE FinancialActive Trader ConsultantJul 2006 to Oct 2012
E*TRADE FinancialTeam LeadJun 2005 to Jul 2006
E*TRADE FinancialFinancial Services RepresentativeAug 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

Series 7
Series 63
Series 24
Series 3
Series 4
Investments
Trading
Asset Allocation
Derivatives
Options
Risk Management
Portfolio Strategy
Presenter
Financial Analysis
Equities
Bonds
Portfolio Management
Equity Trading
Relationship Management
Technical Analysis
Sales
Strategic Planning
Management
Finance
Financial Services
Wealth Management
Investment Management

Others at True Link Financial Advisors, LLC (1)

NameRoleLocation
R
Rafal Chochol
Portfolio ManagerChicago, IL , United States

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