Andrew Shenberg

Team Spotlight: Investment Operations, 2019 Volume Four

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

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

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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Krilogy Emblem

Two Krilogy Advisors Earn CFP® Designations

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

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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Krilogy Flatlay

2019 Newsletter, Volume Three

 

Kent Skornia

From the Desk of the President, 2019 Volume Three

Values: The Soul of the Organization I believe that given the opportunity to build something from scratch, create the best version possible. This was a guiding principle when I established Krilogy in 2009, and it remains a primary focus as we craft portfolios, manage money and grow the team. The focus on creating the “best version possible” in Krilogy led…

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Clemons_Breonna

Breonna Clemons Joins Krilogy’s Investment Advisory Team

The Investment Advisory Team at Krilogy includes a group of professionals focused on managing Krilogy portfolios, performing ongoing analysis and executing dynamic rebalancing to ensure clients’ plans remain aligned with their goals. As Krilogy continues its path of deliberate growth, the IA team has followed suit, most recently adding Breonna Clemons as an Investment Advisory Associate. Clemons holds several years…

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Krilogy Financial

Investment Committee and Investment Advisory Department Report, 2019 Volume Three

Volatility Has Returned, Yet Markets Have Been Resilient The steady gains of early 2019 are more variable now. After a strong first quarter historically-typical volatility has returned, driven by uncertainty. U.S.-China trade relations, the Federal Reserve’s interest rate policy and the state of the world’s economies caused a May pullback of more than 6% in the S&P 500. Stocks broadly…

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Jaime Shelton

Team Spotlight: Firm Operations, 2019 Volume Three

Welcome to Clearly Krilogy, a new series offering glimpses into the teams behind the scenes who make our work for you run smoothly. I’m pleased to introduce you to the Operations Team, a group of individuals whose mission is to relentlessly serve our clients, team and community with the highest level of dedication, abundance and leadership. We foster this through…

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