Mitchell Bratina, CFA

Mitchell Bratina, CFA is the Founder & Chief Executive Officer of FinTurk, Inc. Since starting FinTurk in 2023, Mitchell has built the FinTurk platform into one of the next-generation AI CRM's available to financial advisors.

Prior to FinTurk, Mitchell served as a Wealth Advisor at a large RIA where he and another advisor managed a book of 300+ client relationships and over $1.1b in AUM. As a CFA charterholder, he was one of the company's youngest Wealth Advisors and maintained a spot on the company's Investment Committee. He also used his background in computer engineering to develop proprietary trading and portfolio allocation tools for the company. While working as an advisor, he saw firsthand the limitations of existing advisor technology and recognized an opportunity to build tools that gave advisors more flexibility and power in how they operate their practice.

Mitchell holds a B.S. in Computer Engineering from Iowa State University and maintains his designation as a Chartered Financial Analyst (CFA). He still writes production code alongside leading the company, and enjoys spending time with his wife Naeva and their Small Münsterländer, Lainey.