Associate Wealth Advisor Bryce Dalrymple Joins Krilogy®

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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Elizabeth Connelly

Executive Vice President, Wealth Advisor Elizabeth Connelly Named among Forbes’ 2020 Top Women Wealth Advisors

Each year, Forbes compiles a list of America’s Top Women Wealth Advisors to recognize those who are leading the way in offering best practices in investing and business while providing an exceptional client experience. Krilogy® is pleased to announce that Executive Vice President, Wealth Advisor Elizabeth Connelly, JD, CTFA, CISP, has been named to the 2020 list. Forbes partners with…

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Charles Schulz

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

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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Andrew Shenberg

Krilogy® Names Portfolio Strategist Andrew Shenberg as the Firm’s Newest Partner

Krilogy®, a St. Louis-based wealth management firm with more than $1 billion in assets, has recently announced that Andrew Shenberg, CFP®, ChFC®, has been named a partner of the firm. Shenberg, who currently serves as Krilogy’s Portfolio Strategist, is the firm’s eighth partner. Shenberg joined Krilogy in 2012, filling both the role of Portfolio Strategist and Chief Compliance Officer. After…

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Stacy Sloas

Krilogy® Wealth Advisor Stacy Sloas, CFP®, CSA Earns Certified Senior Advisor® Designation

Krilogy®, a wealth management firm with more than $1 Billion in assets, is pleased to announce that Wealth Advisor Stacy Sloas has received her Certified Senior Advisor® (CSA) designation from the Society of Certified Senior Advisors. This credential is awarded to professionals who demonstrate in-depth knowledge in working with older adults and the ability to address the unique needs and…

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Connelly_Elizabeth

Executive Vice President, Wealth Advisor Elizabeth Connelly Named to the 2020 List of the Top 100 St. Louisans You Should Know

Krilogy® Executive Vice President, Wealth Advisor Elizabeth Connelly, JD, CTFA, CISP, has been named among the Top 100 St. Louisans You Should Know by St. Louis Small Business Monthly. The publication, which focuses on business owners and entrepreneurs in the region, compiles the annual list to include outstanding leaders who make an impact in business and in the community. Connelly,…

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Krilogy Receives the Advancement of Women Award from the St. Louis Business Journal, Best Places to Work 2020

Krilogy® has been recognized by the St. Louis Business Journal, Best Places to Work 2020 with the “Advancement of Women Award.” The award is given to workplaces which demonstrate a culture of advancement for female employees. Since the firm’s founding in 2009, Krilogy® has focused on building a team that encompasses a variety of perspectives and experiences. Krilogy President and…

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Krilogy® Associate Wealth Advisor Hanh Nguyen Named to the 2020 List of St. Louis’ Best Wealth Advisors

Each year, St. Louis Small Business Monthly compiles its list of the St. Louis region’s best wealth advisors, as nominated by readers. This year, Krilogy is pleased to announce that Associate Wealth Advisor Hanh Nguyen has been named to the 2020 list. In 2016, Hanh joined Krilogy’s St. Charles County team, bringing his extensive background in education to the firm….

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Five Star Wealth Manager Award

Five Star Wealth Manager Designation Awarded to Seven Krilogy® Advisors

Krilogy®, an independent wealth management firm based in St. Louis, is honored to recognize seven of the team’s financial advisors who have received the 2019 Five Star Wealth Manager Award1. Michael Brown, Elizabeth Connelly, Michael DiSalvo, Stephen Green, John McArthur, Kristin Poole, and Charles Schulz are among the select group of Wealth Managers across the United States to achieve this…

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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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