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Our News

Krilogy® Associate Wealth Advisor Hanh Nguyen Named to the 2020 List of St. Louis’ Best Wealth Advisors

Posted on February 18, 2020 by Krilogy

Each year, St. Louis Small Business Monthly compiles its list of the St. Louis region’s best wealth advisors, as nominated by readers. This year, Krilogy is pleased to announce that Associate Wealth Advisor Hanh Nguyen has been named to the 2020 list. In 2016, Hanh joined Krilogy’s St. Charles County team, bringing his extensive background in education to the firm….

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Five Star Wealth Manager Award

Five Star Wealth Manager Designation Awarded to Seven Krilogy® Advisors

Posted on February 6, 2020 by Michael Brown, Elizabeth Connelly, Michael DiSalvo, Steve Green, John McArthur, Kristin Poole and Charles Schulz

Krilogy®, an independent wealth management firm based in St. Louis, is honored to recognize seven of the team’s financial advisors who have received the 2019 Five Star Wealth Manager Award1. Michael Brown, Elizabeth Connelly, Michael DiSalvo, Stephen Green, John McArthur, Kristin Poole, and Charles Schulz are among the select group of Wealth Managers across the United States to achieve this…

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Krilogy Flatlay

2019 Newsletter, Volume Four

Posted on October 21, 2019 by Krilogy

 

Kent Skornia

From the Desk of the President, 2019 Volume Four

Posted on October 21, 2019 by Kent Skornia

There’s No Place Like Home Welcome! We’ve arrived at the final months of this captivating decade. As I envision the myriad of things that will unfold during the next ten years, I find myself drawn to the bedrock value of belonging. One example that I’m particularly proud of as a leader is the feeling of home that the Krilogy team…

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Investment Committee and Investment Advisory Department Report, 2019 Volume Four

Posted on October 21, 2019 by Krilogy

Markets Resilient For Third Straight Quarter The steady gains of early 2019 are more variable now. U.S.-China trade war uncertainty, and a lack of clarity on interest rate policy, caused a sharp increase in volatility mid-quarter. Even so, the S&P 500 remained resilient and finished close to the all-time highs of late July. 3rd Quarter Performance Review Markets showed impressive…

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Andrew Shenberg

Team Spotlight: Investment Operations, 2019 Volume Four

Posted on October 21, 2019 by Andrew Shenberg and Krilogy

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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Krilogy cares run

Krilogy Giving Back: Pedal the Cause, 2019 Volume Four

Posted on October 21, 2019 by Krilogy

Team Krilogy Financial/Team POB hit the course once again on September 29th, in support of cancer research at Siteman Cancer Center and Siteman Kids at St. Louis Children’s Hospital. A full report of Team Krilogy’s contributions, and the overall event, will appear in our January newsletter. Krilogy Tax CPA, Matt Mercer, and his wife Kelsey founded Dueling for Lincoln after…

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Jay Logsdon

Financial Advisor Jay Logsdon, CPA, MBA, Joins the Krilogy Team

Posted on October 18, 2019 by Krilogy

October 18, 2019, St. Louis, MO – The Krilogy team continues to grow with the addition of Jay Logsdon, Senior Financial Advisor in the firm’s Creve Coeur office. Logsdon brings more than 30 years of experience to Krilogy, with an emphasis on small business, operations, mergers and acquisitions, and tax strategies. As a Senior Advisor, he’ll work with Krilogy team…

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Two Krilogy Advisors Earn CFP® Designations

Posted on September 12, 2019 by Krilogy

St. Louis, MO- Krilogy Financial®, a St. Louis-based wealth management firm with more than $1 Billion in assets, is pleased to announce that Kristin Fomon and Kevin Reynolds are the most recent additions to the list of financial advisors in the firm to earn their CERTIFIED FINANCIAL PLANNER™ designations from the Certified Financial Planner Board of Standards. Both Fomon and…

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Inc 5000

Krilogy Financial® Named to the Inc. 5000 for the Sixth Year

Posted on August 15, 2019 by Krilogy

2019 marks Krilogy’s sixth consecutive appearance on the Inc. 5000, an annual list of the fastest growing companies in the United States as compiled by Inc. Magazine. A member of the Inc. 5000 Hall of Fame, Krilogy ranked #3698 on the 2019 list with a three-year growth rate of 93%. “The sustainable growth we’ve experienced at Krilogy is the result…

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