Andrew Shenberg

Krilogy® Names Portfolio Strategist Andrew Shenberg as the Firm’s Newest Partner

Krilogy®, a St. Louis-based wealth management firm with more than $1 billion in assets, has recently announced that Andrew Shenberg, CFP®, ChFC®, has been named a partner of the firm. Shenberg, who currently serves as Krilogy’s Portfolio Strategist, is the firm’s eighth partner. Shenberg joined Krilogy in 2012, filling both the role of Portfolio Strategist and Chief Compliance Officer. After…

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Andrew Shenberg

Team Spotlight: Investment Operations, 2019 Volume Four

Clearly Krilogy takes you behind the scenes with the Investment Operations team, where portfolio creation, rebalancing, distribution and reporting are carried out. And that’s before lunch. As the backbone of Krilogy’s investment function, we of the Investment Operations team take pride in being the bridge between the practical and personal aspects of our business. On one hand, we deliver a…

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