Krilogy Financial

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,…

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Paul Gabriel

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…

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Krilogy Financial

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…

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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…

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Pat O'Brien

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…

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Krilogy Financial

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…

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Lauren Polsgrove

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…

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Krilogy Financial

Investment Committee & IA Department News – 2nd Quarter 2017

ASSET ALLOCATION AND MANAGING RISK Is it any wonder we see the significant rise in “passive” investing, or indexing, when only 19% of large cap managers outperformed their benchmark in 2016? Further, I’m sure it’s not too surprising that we saw record inflows into passive strategies during the first quarter this year in both equity and fixed income. In 2016,…

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Krilogy Financial

Krilogy Shredding Event May 13th

Krilogy has partnered with PROSHRED Security® to present our inaugural shredding event on Saturday, May 13th from 9:00am to 11:00am. This free event will take place at our Creve Coeur office at 600 Emerson Road, St. Louis, Missouri, 63141. Trucks from PROSHRED will be on hand to accept paper, note pads, hanging files, file folders, envelopes, CD’s and DVDs. They’ll even accept old hard drives that…

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St. Charles Grand Opening

In the Community, 2nd Quarter 2017

On April 11, members of the community joined the Krilogy Team as we celebrated the official ribbon cutting and open house at our St. Charles County office, located on Mid Rivers Mall Drive in St. Peters. “When we were planning for the open house, we wanted to include a charitable impact with our celebration,” said Michael. “Partnering with Brace for…

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