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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| True Link | Portfolio Manager | Nov 2023 to Present | — |
| True Link | Portfolio Analyst | Dec 2022 to Nov 2023 | — |
| AJ Wealth (now Cerity Partners) | Senior Investment Analyst | Mar 2022 to Sep 2022 | — |
| MainStreet Investment Advisors, LLC | Portfolio Analyst | Apr 2020 to Mar 2022 | — |
| Ellwood Associates (now CAPTRUST) | Senior Research Analyst | Jan 2019 to Apr 2020 | — |
| Ellwood Associates (now CAPTRUST) | Research Analyst | Apr 2017 to Dec 2018 | — |
| Ellwood Associates (now CAPTRUST) | Performance Analyst | May 2016 to Apr 2017 | — |
Education
University of Illinois Urbana-Champaign
Others at True Link Financial Advisors, LLC (1)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Broomfield, CO , United States |
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