InvestmentNews Names Krilogy® Among the Best Places to Work for Financial Advisors

Once again this year, Krilogy® has earned a spot on the InvestmentNews list of the Best Places to Work for Financial Advisors. This is the firm’s third appearance on the list in recent years. “We established Krilogy® in 2009 to be different from other wealth management firms, focusing on building a culture that people would want to be part of,”…

Read More→

Senior Wealth Advisor Kristin Fomon Named Partner

Krilogy®, an independent wealth management firm headquartered in St. Louis, has named Senior Wealth Advisor Kristin Fomon as the firm’s newest partner. She has served clients in Dallas, Texas since 2019 and is also Director of Advisor Development for Krilogy Texas. Fomon joined Krilogy in 2014 and quickly began developing her client base while supporting key initiatives in the firm….

Read More→

Maurer Team Joins Krilogy®, Adds $145 Million in Assets to the Firm

Krilogy®, a St. Louis-based wealth management firm, has announced the addition of Karen J. Maurer and her all-female team of wealth professionals to the firm. Maurer, a former partner of Six Point Financial Group since 2014, has been named Partner and Senior Wealth Advisor at Krilogy and is joined by Paraplanner Cindy Stewart and Wealth Services Manager Lily Morley-Park, also…

Read More→

Krilogy Financial

Phlox Capital Management Joins Krilogy® to Form Krilogy Texas

August 24, 2023: St. Louis, MO — Krilogy®, an independent wealth management firm headquartered in St. Louis, and Dallas-based Phlox Capital Management have joined forces to form Krilogy Texas. The firm will operate from the former Phlox location in Dallas with an established team of advisors hailing from both Krilogy and Phlox. Krilogy Texas is planning for growth in its…

Read More→

Krilogy® Adds Mark Lewis to Serve as the Firm’s Chief Financial Officer

St. Louis, MO — Krilogy®, a wealth management firm with $2.4 billion in assets, has added a new leadership position to the firm, naming Mark Lewis as its first Senior Partner & Chief Financial Officer. “We are grateful to have Mark join our partnership,” said Kent Skornia, Krilogy President and CEO. “His wealth of experience in finance, M&A, and growth-oriented…

Read More→

Krilogy® Named Among the Top Workplaces in the St. Louis Region by the St. Louis Post-Dispatch

St. Louis, MO – For the third year in a row, Krilogy® has been named among the Top Workplaces in the St. Louis region by the St. Louis Post-Dispatch. Recognition is based on the results of an employee survey administered by a third-party research firm to identify companies who commit to nurturing a culture of excellence. “Krilogy® has always focused on…

Read More→

Krilogy Financial

Virant Team Joins Krilogy®, Adds $140 Million in Assets to the Firm

Krilogy®, a St. Louis-based wealth management firm, has announced the addition of John Virant, Sr. and John Virant, Jr., of Eidelman Virant, the Clayton firm where they served as partners since 2010 and 2011, respectively joined the Krilogy® team. The team has transitioned their clients to Krilogy®, collectively adding $140 million in assets. The elder Virant began his career in…

Read More→

Krilogy® Named Among the Best Places to Work for Financial Advisors by InvestmentNews Magazine

Each year, InvestmentNews honors the top 75 wealth management firms in the United States on its list of the Best Places to Work for Financial Advisors. Krilogy® is pleased to announce that once again this year, the firm has earned a spot on the list for its commitment to fostering a values-based, supportive culture for the team of wealth advisors….

Read More→

Krilogy® Adds Jamie Saettele to the Firm as Director of Technical Research

New position adds a unique, dynamic perspective to Krilogy’s investment platform Krilogy® a St. Louis-based wealth management firm with nearly $2 billion in assets, has added Jamie Saettele in the new position of Director of Technical Research. In finance, technical research is the study of market action and pricing trends. Recognizing that there are historic patterns in market trading, technical…

Read More→

Krilogy® Named Among St. Louis’ Fastest Growing Companies for 2022

For the seventh time in firm history, Krilogy® has earned a spot on the St. Louis Business Journal’s annual list of the region’s fastest growing privately held companies. Krilogy® is ranked at #46 on the 2022 list, with a three-year growth rate of 59.1%. Since its founding in 2009, Krilogy® has consistently been recognized for its growth and company culture….

Read More→