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Crystal Bradley

Portfolio Analyst at True North Advisors, LLC

TX , United States

About

Crystal Bradley serves as Portfolio Analyst at True North Advisors, LLC in Texas, where she is responsible for supporting investment research, portfolio construction, and client reporting. Her role involves analyzing performance across a diversified range of asset classes, including equities, fixed income, and alternative investments, with a focus on developing tailored portfolio solutions for high-net-worth and institutional clients.

Previously, Crystal was an Investment Management Administrator at RGT Wealth Advisors, where she gained extensive experience in coordinating investment operations and client support for complex wealth management needs. Her career reflects a strong emphasis on multi-asset portfolio management and the practical application of investment policy for diverse private client accounts.

Crystal holds a Master of Arts in Teaching with a concentration in Psychology from Austin College, which underpins her analytical approach and understanding of investor behavior. Her expertise spans portfolio analytics, risk assessment, and operational efficiency in wealth management, making her a valuable contributor to the investment team at True North Advisors.

Career History

OrganizationRoleDate RangeDetails
True North AdvisorsPortfolio AnalystUnknown to Present
RGT Wealth AdvisorsInvestment Management AdministratorApr 2019 to Present
RGT Wealth Advisors is a Registered Investment Advisory firm located in Dallas, TX. We’ve been serving clients with the highest standards of integrity, excellence, and innovation since 1985. RGT simpl...

Education

Austin College

Master of Arts in Teaching, PSYCHOLOGY

1993 1997

Skills & Expertise

Bloomberg
Financial Modeling
Equities
Asset Management
Investment Management
Financial Analysis

Others at True North Advisors, LLC (6)

NameRoleLocation
Dhruv Maniktala
Dhruv Maniktala
Chief Investment Officer, PartnerDallas, TX , United States
Grant Bennett
Grant Bennett
Senior Portfolio AnalystDallas, TX , United States
Marisa Helland
Marisa Helland
Manager of TradingDallas, TX , United States
Brian Heider
Brian Heider
Deputy Chief Investment Officer, PartnerDallas, TX , United States
Hannah Wilbanks
Hannah Wilbanks
AssociateMountain Home, TX , United States
Luke Anderson
Luke Anderson
Senior Investment AnalystDallas, TX , United States

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