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Rafal Chochol

Portfolio Manager at True Link Financial Advisors, LLC

Chicago, IL , United States

About

Rafal Chochol, CFA, serves as a Portfolio Manager at True Link Financial Advisors in Chicago, Illinois. In this role, he oversees portfolio management, investment analysis, portfolio construction, and direct client communication, focusing on the unique needs of high net worth and institutional clients, particularly those with special needs trusts, conservatorships, and non-profit foundations.

With a decade of experience in investment management, Mr. Chochol joined True Link in December 2022, following prior roles as an investment analyst at several registered investment advisors (RIAs) in both Chicago and New York. His expertise spans day-to-day portfolio oversight across multiple asset classes, including equities, fixed income, and alternative investments, with specialized knowledge in serving complex fiduciary accounts.

Mr. Chochol holds a Bachelor of Arts in Economics from the University of Illinois Urbana-Champaign and is a CFA charterholder as well as an active member of CFA Society Chicago. His practical experience and academic background support his contributions to client-focused investment solutions and fiduciary asset management.

Career History

OrganizationRoleDate RangeDetails
True LinkPortfolio ManagerNov 2023 to Present
True LinkPortfolio AnalystDec 2022 to Nov 2023
AJ Wealth (now Cerity Partners)Senior Investment AnalystMar 2022 to Sep 2022
MainStreet Investment Advisors, LLCPortfolio AnalystApr 2020 to Mar 2022
Ellwood Associates (now CAPTRUST)Senior Research AnalystJan 2019 to Apr 2020
Ellwood Associates (now CAPTRUST)Research AnalystApr 2017 to Dec 2018
Ellwood Associates (now CAPTRUST)Performance AnalystMay 2016 to Apr 2017

Education

University of Illinois Urbana-Champaign

Others at True Link Financial Advisors, LLC (1)

NameRoleLocation
Bryan Kreitzberg
Bryan Kreitzberg
Portfolio ManagerBroomfield, CO , United States

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