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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| True North Advisors | Portfolio Analyst | Unknown to Present | — |
| RGT Wealth Advisors | Investment Management Administrator | Apr 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
Others at True North Advisors, LLC (6)
| Name | Role | Location |
|---|---|---|
| Chief Investment Officer, Partner | Dallas, TX , United States | |
| Senior Portfolio Analyst | Dallas, TX , United States | |
| Manager of Trading | Dallas, TX , United States | |
| Deputy Chief Investment Officer, Partner | Dallas, TX , United States | |
| Associate | Mountain Home, TX , United States | |
| Senior Investment Analyst | Dallas, TX , United States |
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