Krilogy at the Special Olympics of Missouri

In the Community – November 2016

This year, Krilogy established a new community initiative called Krilogy Kares in which a charitable organization was chosen for the team to partner with in 2016. The Krilogy Kares partner for 2016 is the Special Olympics of Missouri, nominated by Megan Lockhart. Megan began working with Special Olympics when she was in college, volunteering at bowling and basketball nights. She…

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Hanh Nguyen

Krilogy Financial® Welcomes Financial Advisor Hanh Nguyen

St. Louis, MO- Krilogy Financial®, a St. Louis-based financial services firm, has added Hanh Nguyen to the team of Financial Advisors in its St. Charles County office. In this position, Nguyen will work with clients to develop wealth management plans leveraging Krilogy’s disciplined planning and investment practices. “We are very fortunate to have attracted Hanh to Krilogy,” said Michael Brown,…

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John McArthur

Krilogy Senior Partner and Chief Investment Officer, John M. McArthur, Earns CIMA® Certification

John M. McArthur, Senior Partner and Chief Investment Officer at Krilogy Financial®, a St. Louis-based financial services firm, recently earned his Certified Investment Management Analyst® Certification from the Investment Management Consultants Association (IMCA). McArthur is among an elite group of professionals globally to hold a CIMA® certification, and one of less than 2% of financial advisors in the United States…

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Krilogy Financial

Krilogy Financial Earns a Spot on the Inc. 5000 List of the Country’s Fastest Growing Companies

For the third year in a row, Krilogy Financial®, a St. Louis based wealth management firm, has been named to the Inc. 50001 list of the fastest growing companies in the United States. Krilogy ranks at number 2315 on the 2016 list, with a growth rate of 157%. “Over the last few years, we’ve grown in a very steady and…

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2016 Gateway Dragon Boat Festival

In the Community – August 2016

Gateway Dragon Boat Festival to Benefit Operation Family Healthcare Earlier this summer, the Krilogy team participated in the 2016 Gateway Dragon Boat Festival at Creve Coeur Park. This is the third consecutive appearance by the team, dubbed “Wake My Day,” who once again this year took home the First Place Trophy for their category. The event raised money for Operation…

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Jeff Hercules

Advisor Spotlight – Jeff Hercules – August 2016

There are many team members who joined Krilogy in the early days of the firm, that helped to build and shape Krilogy into what it is today. Jeff Hercules is another shining example of the hard work, commitment to clients, and belief in the vision of what Krilogy would quickly become. Today, he manages the Krilogy St. Louis County office…

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Krilogy Financial

Investment Committee & IA Department News – August 2016

New all-time highs for the S&P 500, so what’s next? As we advance through the 3rd quarter of 2016, we have seen a broad-based consistency in returns amongst many asset classes this year, which starkly contrasts to what we, as investors, had experienced in 2015, when virtually nothing seemed to work. In a somewhat refreshing change, the historically higher beta…

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Jaime Shelton

Krilogy’s Jaime Shelton Recently Named First Female Partner

Jaime Shelton, Director of Operations at St. Louis-based Krilogy Financial®, was recently named partner at Krilogy. With over a decade of experience in the financial services industry, Shelton is Krilogy’s first female partner. Recently named a “Hero in Business” by St. Louis Small Business Monthly, Shelton started at the firm as an assistant to Krilogy President Kent Skornia. She has…

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Pat O'Brien

Krilogy’s Patrick O’Brien, CFP® CFS® Recently Named Partner

Krilogy Financial, a St. Louis-based financial services firm, has recently named Senior Financial Advisor, Patrick O’Brien, partner of the firm. Recently named one of the Top 100 St. Louisans to Know by St. Louis Small Business Monthly, O’Brien’s impact on Krilogy’s business, culture, and vision for the future has helped lead to the rapid level of growth the firm has…

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Patrick Monahan

Krilogy’s Patrick Monahan Recently Named Partner

Patrick Monahan of Krilogy Financial®, a St. Louis-based financial services firm, was recently named as a partner in the firm. Monahan, a Senior Financial Advisor, came on board with Krilogy in its early stages. His contribution to the firm has played a key part in its growth and success. Monahan takes an active role in mentoring other advisors develop in…

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