Krilogy’s Jacob D. Steingrubey Earns CFP® Designation

St. Louis, MO- Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, is pleased to announce that Jacob Steingrubey has earned his CERTIFIED FINANCIAL PLANNER™ designation from the Certified Financial Planner Board of Standards. Steingrubey has nearly 10 years of experience in the financial industry, and has been doing comprehensive financial planning for clients since…

Read More→

Krilogy Lands on the Inc. 5000 List for the Fourth Time

For the fourth consecutive year, Krilogy Financial®, a St. Louis based independent wealth management firm, has been named to the Inc. 5000 list1 of the fastest growing companies in the United States. Krilogy ranks at number 2571 on the 2017 list, with a 3-year growth rate of 137%. “We have focused on building a strong wealth management platform at Krilogy,…

Read More→

3rd Quarter 2017 Newsletter

Check out our 2017 3rd Quarter Newsletter! Krilogy Financial® is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with…

Read More→

Team Member Spotlight, Paul Gabriel – 3rd Quarter 2017

This month we welcome team member Paul Gabriel, Director of Capital Markets and Head of Fixed Income, to Krilogy. Ten years ago, before Krilogy was born, I was introduced to a gentleman who excelled at his craft, and who taught me a great deal about the intricacies of the bond market. He dove into subjects such as hedging against interest…

Read More→

Investment Committee & IA Department News – 3rd Quarter 2017

Stocks vs. Bonds and What Matters Most We continue to find ourselves in the second longest bull market since World War II and the second most expensive in the same period.2 However, that doesn’t mean it can’t last, as it’s also been one of the slowest bull markets, from a growth perspective. There has been plenty of discussion in the…

Read More→

Krilogy Cares, Harvey Kornblum Jewish Food Pantry

In the Community – 3rd Quarter 2017

Earlier this summer, the Krilogy team helped to heat things up in the kitchen at this year’s Top Pantry Chef event at the Harvey Kornblum Jewish Food Pantry, the 2017 Krilogy Cares partner. The evening’s competition featured three local chefs, Michael Del Pietro from Sugo’s, Private Chef Brad Hartman, and Matthew Clickert from Cardwell’s at Plaza Frontenac. Each chef was…

Read More→

From the President – 3rd Quarter 2017

We at Krilogy often talk about our best-in-class trading and technology platform, one that allows our clients access to their information and our advisors the ability to better serve the clients. While there are many facets of the technology solutions we provide, the foundation for it all comes from Charles Schwab. When I founded Krilogy in 2009, the goal was…

Read More→

Krilogy Financial® Partner J. Patrick O’Brien Earns Certified Trust & Financial Advisor Designation

St. Louis, MO – Krilogy Financial®, an independent wealth management firm with multiple locations in St. Louis, is pleased to announce that Partner and Senior Financial Advisor J. Patrick O’Brien has been awarded the Certified Trust & Financial Advisor (CTFA) designation from the Institute of Certified Bankers, a subsidiary of the American Bankers Association. In addition to his CTFA, O’Brien…

Read More→

Krilogy Makes a Repeat Appearance on the 2017 St. Louis Business Journal’s List of the Region’s Fastest Growing Companies

For the fourth year in the row, Krilogy Financial® has earned a position on the 2017 annual list of Fastest Growing Privately Held Companies in St. Louis. The list, researched and compiled by the St. Louis Business Journal, ranks companies by revenue growth over a three-year period from 2014-2016. Kent Skornia, Krilogy’s President and CEO, attributes this growth to several…

Read More→

Lauren Polsgrove Joins the Krilogy Financial® Team

St. Louis, MO – Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, is pleased to announce that Lauren Polsgrove has joined the firm as Practice Manager to Krilogy Partners, Pat O’ Brien and Patrick Monahan, and Senior Financial Advisor, Stephen Green. In her role, she will work closely with the Krilogy team, supporting wealth…

Read More→