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Krilogy Executive Vice President and Private Client Wealth Advisor Elizabeth Connelly, JD, CTFA, CISP, Named President of the Signature Healthcare Foundation Board, 2019 Volume One

Posted on 01/28/2019 by Krilogy Financial

The Krilogy team shares a commitment to community service, living the firm’s values of Dedication, Abundance and Leadership while helping those in need. Elizabeth Connelly is a shining example of this leadership. Krilogy is proud to support her as she assumes the position of President of the Board for the Signature Healthcare Foundation, effective January 1, 2019. Elizabeth has been…

Krilogy Welcomes Scott Krajacic, CFA, 2019 Volume One

Posted on 01/28/2019 by Krilogy Financial

Krilogy is pleased to announce the recent addition of Paraplanner Scott Krajacic, CFA to the firm. Scott joins Krilogy as a member of Executive Vice President and Private Client Wealth Advisor Elizabeth Connelly’s team. In this role, Scott will support the team’s work with high net worth clients. “As we continue to grow, we’re doing so in a very deliberate…

Investment Committee & IA Department Report, 2019 Volume One

Posted on 01/28/2019 by Krilogy Financial

Market Correction: What Happened and What’s Next This is an environment requiring vigilance. While we expect volatility to continue near-term, it is important to remember that the last two episodes of similar volatility, 2011 and 2015-2016, proved to be long-term buying opportunities. A decade of consecutive, positive annual S&P 500 returns ended in 2018. In the final three months of…

Team Member Spotlight: Andrew T. Forrester, CFP®, M.Ed., 2019 Volume One

Posted on 01/28/2019 by Krilogy Financial

I could say a great deal about Drew, as there are so many wonderful attributes he brings to the firm. Immediately upon joining Krilogy, Drew made a positive impact on his teammates and the organization. His keen ability to connect deeply with his colleagues and clients has allowed him to flourish as an advisor, teammate and mentor. Holding a Master’s…

Pedal the Cause, 2019 Volume One

Posted on 01/28/2019 by Krilogy Financial

2018 marked the first year for Team Krilogy’s participation in Pedal the Cause, a group bike ride featuring nearly 3,600 participants racing ten- to 100-mile courses across the St. Louis Metropolitan area. Founded in 2009, the event raises funds to support cancer research at Siteman Cancer Center and Siteman Kids at St. Louis Children’s Hospital. Since the annual cycling challenge…

Investment Committee & IA Department Report, 2018 Volume Three

Posted on 10/22/2018 by Krilogy Financial

Positive Fundamentals Overcome Trade Uncertainty in Q3 The third quarter was the best-performing quarter for markets so far this year as the major U.S. stock indices each hit new all-time highs. The broad market gains were driven by strong economic data, solid earnings growth and improved clarity on global trade. Interestingly, those positive factors were often overlooked as news headlines…

Team Member Spotlight: K. Matthew Mercer, 2018 Volume Three

Posted on 10/22/2018 by Krilogy Financial

Senior Public Accountant, Matt Mercer, looks back on an exciting year, and starting Krilogy Tax Services, LLC. Forward-thinking financial professionals with a genuine desire to find solutions deliver the most value to the client experience. We seek this type of individual to join the Krilogy team, as these characteristics are necessary to serve clients and pave the way for new…

Krilogy Adds Lucas E. Nikolaisen to its Team of Financial Advisors, 2018 Volume Three

Posted on 10/22/2018 by Krilogy Financial

Lucas E. Nikolaisen recently joined Krilogy Financial® as the firm’s newest financial advisor. Nikolaisen was drawn to the firm’s team-based approach and client-first, firm-second philosophy. Lucas has a passion for serving professionals, educating and guiding them through the investment process. “Lucas is a young, intelligent, driven individual who has embraced Krilogy’s culture and has already begun enthusiastically serving clients and…

Senior Advisor Kristin B. Poole Joins Krilogy, 2018 Volume Three

Posted on 10/22/2018 by Krilogy Financial

Krilogy Financial® recently announced the addition of Kristin B. Poole, CFP®, MIB to its team of Senior Financial Advisors. In this role, Poole will focus on providing her clients with holistic, values-based financial planning, providing a focused and personalized level of service. Kristin joined Krilogy after 12 years of experience as an advisor with other firms, embracing Krilogy as a…

From the Desk of the President, 2018 Volume Three

Posted on 10/22/2018 by Krilogy Financial

2018 and the Power of Discipline One of the things I appreciate about leading Krilogy is having the privilege of rubbing elbows with leaders of highly effective organizations. Those who are most successful have the ability to be disciplined, tune out distractions and focus on what is most important. Investing and wealth management require that same approach. 2018 has been…

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