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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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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Krilogy Cares Run

Krilogy Giving Back: Testicular Cancer Society Run, 2019 Volume Three

The Krilogy Cares initiative hosted a 5K Run and 1K Fun Run on May 11th. It was the first event in support of this year’s partner, The Testicular Cancer Society. The day was wet, but the usual high spirits prevailed. Runners of all ages participated, and the Cardinals’ beloved FREDBIRD® made an impactful guest appearance. The women’s division was taken…

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Top Financial Advisers 2019

Krilogy Financial® Named to the 2019 Financial Times 300 Top Registered Investment Advisors

Krilogy Financial®, an independent wealth management firm with over $1 billion in assets, has been named to the Financial Times 300 (FT 300) Top Registered Investment Advisors in 2019. The 2019 announcement marks the third year in a row in which Krilogy has been honored as a top Registered Investment Advisor.  The list surveys Registered Investment Advisors (RIAs) and recognizes…

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Josh Willbrand

Krilogy Financial’s® St. Charles County Office Adds Josh Willbrand to its Team of Financial Advisors

Krilogy Financial®, a St. Louis-based independent wealth management firm with more than $1 Billion in assets, recently welcomed Josh Willbrand as the latest addition to the team of financial advisors in its St. Charles County Office. In his role, Willbrand will support the creation of comprehensive financial plans, focusing on client needs and leveraging the vast tools and resources of…

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