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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Jay Logsdon, CPA

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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Andrew T. Forrester

Krilogy’s Andrew T. Forrester Earns CFP® Designation

St. Louis, MO- Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, is pleased to announce that Financial Advisor Andrew Forrester has earned his CERTIFIED FINANCIAL PLANNER™ designation from the Certified Financial Planner Board of Standards. Forrester is the tenth member of the Krilogy team of advisors to receive this designation. With a background as…

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Michael Barbercheck

Krilogy Financial® Welcomes Financial Advisor Michael Barbercheck to the Firm

Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, recently added Michael Barbercheck to the team as a financial advisor. Barbercheck will focus on leveraging Krilogy’s independence, teamwork and investment platform to help meet specific client objectives in managing their wealth. “Michael comes to Krilogy with a background in customer service and demonstrates an inherent…

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Elizabeth Connelly is Named One of St. Louis’ Best Wealth Managers

St. Louis, MO – Each year, St. Louis Small Business Monthly surveys its readers to compile their annual list of the region’s “Best Wealth Managers” for business owners, executives and entrepreneurs. Krilogy is pleased to announce that Executive Vice President and Private Client Wealth Advisor Elizabeth Connelly, JD, CTFA, CISP has been named to this year’s list, which is featured…

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Krilogy Named one of St. Louis’ Best Places to Work

Krilogy Financial® is pleased to announce that the firm has been named to the 2018 list of St. Louis’ Best Places to Work by the St. Louis Business Journal. This is the fifth time Krilogy has received the honor, which is awarded to companies who exemplify teamwork, communication, and a variety of other factors. Over 200 nominations were received for…

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Krilogy Financial® Advisor Team Lead Michael DiSalvo Named “Beyond the Best in Business”

Each year, Streetscape Magazine compiles a list of 50 St. Charles area business and community leaders for its annual Beyond the Best in Business awards. The individuals who are honored with this recognition have demonstrated a commitment to excellence and service to others. Krilogy is pleased to announce that Financial Advisor and Team Lead Michael DiSalvo has been named to…

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Krilogy’s Jacob D. Steingrubey Earns CFP® Designation

St. Louis, MO- Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, is pleased to announce that Jacob Steingrubey has earned his CERTIFIED FINANCIAL PLANNER™ designation from the Certified Financial Planner Board of Standards. Steingrubey has nearly 10 years of experience in the financial industry, and has been doing comprehensive financial planning for clients since…

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Krilogy Financial® Partner J. Patrick O’Brien Earns Certified Trust & Financial Advisor Designation

St. Louis, MO – Krilogy Financial®, an independent wealth management firm with multiple locations in St. Louis, is pleased to announce that Partner and Senior Financial Advisor J. Patrick O’Brien has been awarded the Certified Trust & Financial Advisor (CTFA) designation from the Institute of Certified Bankers, a subsidiary of the American Bankers Association. In addition to his CTFA, O’Brien…

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Krilogy Financial® Adds Financial Advisor Jean Russell CFP® to the Firm

St. Louis, MO – Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, has added Jean M. Russell CFP® to the firm as a financial advisor. In her role, Russell will work with clients to develop strategic wealth management solutions that will leverage Krilogy’s best practices for investing and portfolio management. “Jean offers a versatile…

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