Chris Bergthold, Cfp®
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Chris Bergthold, Cfp® Email & Phone Number

Financial Advisor | Relationship Manager at CAPTRUST at CAPTRUST
Location: Denver, Colorado, United States 5 work roles 1 school
1 work email found @captrust.com 3 phones found area 602 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email c****@captrust.com
Direct phone (602) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Financial Advisor | Relationship Manager at CAPTRUST
Location
Denver, Colorado, United States
Company size

Who is Chris Bergthold, Cfp®? Overview

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Quick answer

Chris Bergthold, Cfp® is listed as Financial Advisor | Relationship Manager at CAPTRUST at CAPTRUST, a with 621 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at captrust.com, phone signal with area code 602, and a matched LinkedIn profile for Chris Bergthold, Cfp®.

Chris Bergthold, Cfp® previously worked as Financial Advisor | Relationship Manager at Captrust and Client Advisor at Mra Associates. Chris Bergthold, Cfp® holds Bachelor Of Arts (B.A.), Finance, 90 from W. P. Carey School Of Business – Arizona State University.

Company email context

Email format at CAPTRUST

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*@captrust.com
68% confidence

AeroLeads found 1 current-domain work email signal for Chris Bergthold, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Chris Bergthold, Cfp®

Chris joined CAPTRUST in 2020 as a consultant, relationship manager based out of Denver, Colorado. In this role, he manages investment advisory, wealth management, and tax compliance relationships. Chris came to us from MRA Associates—an independent advisory firm—where he served as a client advisor. He earned a Bachelor of Science degree in finance from Arizona State University.

Listed skills include Investments, Wealth Management, Management, Strategic Planning, and 11 others.

Current workplace

Chris Bergthold, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

CAPTRUST
Captrust
Financial Advisor | Relationship Manager at CAPTRUST
raleigh, north carolina, united states
Employees
621
AeroLeads page
5 roles

Chris Bergthold, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Advisor | Relationship Manager

Current

Denver, Colorado, United States

Dec 2020 - Present

Client Advisor

Mra Associates
Jan 2020 - Dec 2020

Senior Client Associate

Mra Associates

Greater Denver Area

Jan 2017 - Jan 2020

Client Associate

Mra Associates

Phoenix, Arizona Area

Jun 2014 - Jan 2017

Private Wealth Management Intern

Mra Associates

Phoenix, Arizona

May 2013 - May 2014
Team & coworkers

Colleagues at CAPTRUST

Other employees you can reach at captrustadvisors.com. View company contacts for 621 employees →

1 education record

Chris Bergthold, Cfp® education

FAQ

Frequently asked questions about Chris Bergthold, Cfp®

Quick answers generated from the profile data available on this page.

What company does Chris Bergthold, Cfp® work for?

Chris Bergthold, Cfp® works for CAPTRUST.

What is Chris Bergthold, Cfp®'s role at CAPTRUST?

Chris Bergthold, Cfp® is listed as Financial Advisor | Relationship Manager at CAPTRUST at CAPTRUST.

What is Chris Bergthold, Cfp®'s email address?

AeroLeads has found 1 work email signal at @captrust.com for Chris Bergthold, Cfp® at CAPTRUST.

What is Chris Bergthold, Cfp®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 602 for Chris Bergthold, Cfp® at CAPTRUST.

Where is Chris Bergthold, Cfp® based?

Chris Bergthold, Cfp® is based in Denver, Colorado, United States while working with CAPTRUST.

What companies has Chris Bergthold, Cfp® worked for?

Chris Bergthold, Cfp® has worked for Captrust and Mra Associates.

Who are Chris Bergthold, Cfp®'s colleagues at CAPTRUST?

Chris Bergthold, Cfp®'s colleagues at CAPTRUST include Tanya Campo, Sam Kirby, Cfa, Phyllis Tuttle, Mba, Laura Vert, and Jolynn Davis.

How can I contact Chris Bergthold, Cfp®?

You can use AeroLeads to view verified contact signals for Chris Bergthold, Cfp® at CAPTRUST, including work email, phone, and LinkedIn data when available.

What schools did Chris Bergthold, Cfp® attend?

Chris Bergthold, Cfp® holds Bachelor Of Arts (B.A.), Finance, 90 from W. P. Carey School Of Business – Arizona State University.

What skills is Chris Bergthold, Cfp® known for?

Chris Bergthold, Cfp® is listed with skills including Investments, Wealth Management, Management, Strategic Planning, Financial Analysis, Financial Modeling, Wealth Management Services, and Asset Allocation.

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