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Patrick Monahan

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

Posted on January 25, 2021 by Krilogy

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

Posted on January 21, 2021 by Krilogy

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

Posted on December 29, 2020 by Krilogy

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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Ryan Powers

Krilogy® Continues to Grow its Team of Senior Wealth Managers with the Addition of Ryan Powers, CFP®

Posted on December 9, 2020 by Krilogy

Krilogy®, a St. Louis-based wealth management firm with more than $1.5 billion in assets, is pleased to announce the addition of Ryan Powers, CFP® to its team of Senior Wealth Managers. Powers is the latest financial professional to join Krilogy® in recent weeks as the firm expands in all areas of wealth planning, investment management, and client service. Powers holds…

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Tom Lewis

Krilogy® Counsel and Chief Compliance Officer Tom Lewis Named a Top Executive in St. Louis

Posted on November 10, 2020 by Krilogy and Thomas Lewis

St. Louis Small Business Monthly, a publication which provides information and insights to the region’s business and entrepreneurial community, has named Tom Lewis among the 2020 Top Executives in St. Louis. Lewis, who serves as Counsel and Chief Compliance Officer, joined Krilogy® in 2016 as the firm continued its rapid growth pace and found the need for enhanced legal and…

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Inc 5000

Krilogy® Named to the Inc. 5000 for the Seventh Year in a Row

Posted on August 12, 2020 by Krilogy

For the seventh consecutive year, Krilogy® has been named among the fastest growing companies in the United States, once again earning a coveted spot on the Inc. 5000. The firm first appeared on the list in 2014 and became a member of the Inc. 5000 Hall of Fame in 2018. The Inc. 5000 is an annual “who’s who” of US…

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Krilogy® Empowers Young Women to Pursue Business and Finance Careers at Cor Jesu’s Inaugural Summer Business Experience Week

Posted on July 21, 2020 by Krilogy

According to recent studies, women drive an estimated 89% of household spending worldwide1 and control approximately 51% of the nation’s wealth2.  In this environment, it may come as a surprise that women remain greatly underrepresented in the financial services industry, generally unaware of available career opportunities in the field. To help address this gap, Krilogy® regularly participates in educational events…

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Associate Wealth Advisor Bryce Dalrymple Joins Krilogy®

Posted on July 14, 2020 by Krilogy and Bryce Dalrymple

Krilogy® continues to grow its team of advisors with the addition of Associate Wealth Advisor, Bryce Dalrymple, in the firm’s Creve Coeur office. Dalrymple joins Krilogy with experience in corporate recruiting for the construction, architecture and engineering fields, as well as collegiate recruiting. Dalrymple began his relationship with Krilogy® as a client. He became well acquainted with the firm, gained…

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Krilogy Financial Times Fastest Growing America List 2020

Krilogy® Ranks Among the Fastest Growing Companies on Financial Times List of the Americas

Posted on July 8, 2020 by Krilogy

Krilogy® is pleased to announce that the firm has earned a spot on the first annual Financial Times FT Americas list of the fastest growing companies throughout North and South America. The 2020 list ranks companies in a variety of sectors based on compound annual revenue growth between 2015 and 2018. Krilogy® is ranked at #437 and is one of…

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Charles Schulz

Krilogy® Senior Wealth Advisor Charles Schulz Earns CERTIFIED FINANCIAL PLANNER™ Designation

Posted on May 14, 2020 by Krilogy and Charles Schulz

St. Louis-based Krilogy®, an independent wealth management firm with more than $1.2 billion in assets, congratulates Senior Wealth Advisor Charles Schulz, CFP®, AIF® who has earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the Certified Financial Planner Board of Standards. Schulz is the latest addition to the long list of Krilogy® advisors who hold CFP® and other advanced credentials. Charles…

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