Krilogy Financial

Krilogy® Names Four New Partners

Krilogy®, a St. Louis-based wealth management firm with more than $1.7 billion in assets, has named Steve Green, CFP®, CPWA®, Bill Pohrer, JD, CPA, CFP®, Michael Brown, CEPA, and Tom Lewis, JD, as the firm’s newest partners. This year’s expansion of the team of partners is reflective of Krilogy’s growth, which has ushered in the opening of new locations, addition…

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Elizabeth Connelly

Elizabeth Connelly Ranked Among Forbes’ Top Women Wealth Advisors for 2021

Krilogy® is pleased to announce that Executive Vice President, Wealth Advisor Elizabeth Connelly has been named to Forbes’ 2021 list of the nation’s Top Women Wealth Advisors. This is the second year in a row that Connelly has been honored with this distinction, which follows on the heels of her recent recognition as a Forbes 2021 Best-In-State Wealth Advisor. According…

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2021 InvestmentNews Best Places to Work Logo

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

Krilogy® is pleased to announce the firm has been named to the 2021 InvestmentNews list of the Best Places to Work for Financial Advisors. The annual list honors the top 75 wealth management firms across the United States which demonstrate a commitment to workplace excellence. InvestmentNews partnered with Best Companies Group, an independent research group specializing in employee engagement studies…

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Krilogy Headquarters

Rapid Growth at Krilogy® Prompts Relocation of Firm Headquarters in Creve Coeur

Krilogy®, a St. Louis-based wealth management firm with more than $1.7 billion in assets, has announced their headquarters relocation to a 26,000 square foot office building located at 275 North Lindbergh Boulevard in Creve Coeur, Missouri. A large majority of Krilogy’s nearly 60 team members have begun serving clients from the new location as of March 1, 2021. The two-story…

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Elizabeth Connelly

Forbes Names Krilogy® Executive Vice President, Wealth Advisor Elizabeth Connelly to its 2021 Best-In-State Wealth Advisors List

Forbes recently released its list of this year’s Best-In-State Wealth Advisors, recognizing an elite group of advisors across the country who demonstrate exceptional industry experience and best practices in client service. Krilogy® is pleased to announce that Executive Vice President, Wealth Advisor Elizabeth Connelly has been named to the Forbes 2021 Missouri Best-In-State List. Forbes partners with Shook Research to…

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Deanna Kaber

Director of RIA Operations DeAnna Kaber, AWMA®, FPQP™ Joins Krilogy®

Krilogy®, an independent wealth management firm with $1.7 billion in assets, continues to grow its wealth services team with the addition of DeAnna Kaber in the role of Director of RIA Operations. Kaber brings an extensive RIA background to Krilogy, which includes experience both as a wealth manager and operations director for large and fast-growing firms. Throughout her career, Kaber…

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St. Louis Business Journal Largest Financial Asset Managers Badge for Krilogy

Krilogy® Ranked Among the Largest Asset Management Firms in St. Louis

The St. Louis Business Journal recently released its second annual list of the Largest Asset Management Firms in the region, ranking them according to total client assets as of December 31, 2019. Krilogy® is pleased to announce that the firm has once again been named to the list, moving up to #20 for 2020. Krilogy® continued its growth pattern throughout…

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Patrick Monahan

Krilogy® Partner Patrick Monahan Earns Accredited Investment Fiduciary® Designation from Fi360

Krilogy®, an independent wealth management firm with more than $1.6 billion in assets, is pleased to announce that Patrick Monahan has earned the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360. The AIF® Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined…

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Michael Brown

Krilogy® Senior Wealth Advisor Michael Brown Earns Certified Exit Planning Advisor Designation

Krilogy®, an independent wealth management firm with $1.6 billion in assets, is pleased to announce that Michael Brown has earned the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute. Brown, who serves as Branch Manager for Krilogy’s St. Charles County office, is the only wealth manager in St. Charles County to hold this certification. Professionals pursuing the…

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Krilogy presents check to FamilyForward, 2020 Krilogy Cares partner.

Krilogy® Presents Check to FamilyForward, the 2020 Krilogy® Cares Partner

Each year, team members choose a St. Louis area non-profit as the firm’s Krilogy® Cares Foundation partner, allowing the opportunity to rally around a common cause and make a substantial impact. This year, FamilyForward was chosen as the 2020 Krilogy® Cares partner. Despite a year in which traditional fundraising activities were not possible, the Krilogy® team got creative in the…

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