Paul Gabriel

Team Member Spotlight, Paul Gabriel – 3rd Quarter 2017

This month we welcome team member Paul Gabriel, Director of Capital Markets and Head of Fixed Income, to Krilogy. Ten years ago, before Krilogy was born, I was introduced to a gentleman who excelled at his craft, and who taught me a great deal about the intricacies of the bond market. He dove into subjects such as hedging against interest…

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Pat O'Brien

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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Lauren Polsgrove

Lauren Polsgrove Joins the Krilogy Financial® Team

St. Louis, MO – Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, is pleased to announce that Lauren Polsgrove has joined the firm as Practice Manager to Krilogy Partners, Pat O’ Brien and Patrick Monahan, and Senior Financial Advisor, Stephen Green. In her role, she will work closely with the Krilogy team, supporting wealth…

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Jeff Skornia

Advisor Spotlight, Jeffrey Skornia – 2nd Quarter 2017

The Art of Accomplishment, the meaning behind the Krilogy name, is a philosophy we live here every day – one that is made possible only through genuine teamwork and ongoing support for all to be successful. While every Krilogy team member is in alignment with this value, there is one advisor who demonstrates it in a way that’s uniquely him,…

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Jake Thornton

Krilogy Welcomes Financial Advisor Jake Thornton

St. Louis, MO – Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, has added Jake Thornton to its growing team of financial advisors. In this role, Thornton will assist the team in developing wealth management plans to cater to the individual needs of each client. “Jake brings experiences in client service and quality care, which…

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Sheila Moran

Sheila Moran Joins Krilogy Financial® – April 2017

St. Louis, MO – Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, has added Sheila Moran to the firm as Assistant to the Director of Operations. In this position, she will work closely with Krilogy Partner and Director of Operations, Jaime Shelton, supporting the team and facilitating operations, internal processes, and vendor communications. “Sheila comes…

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Kevin Reynolds

Krilogy Financial® Advisor, Kevin Reynolds Earns CIS™ 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, Kevin Reynolds, has earned his Certified Income Specialist™ designation from the Institute of Business & Finance. CIS™ certification requires mastery of issues related to income distribution in retirement, including Medicare, income taxes, health care, investing…

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Steve Green

Advisor Spotlight, Stephen Green – February 2017

As Krilogy continues to grow, we’ve been very deliberate about how we’ve added advisors and integrated new teams into the organization. Because our culture is so important, we focus on keeping our values, Rules of Engagement and client-first philosophy at the heart of all we do. That’s why I was so pleased to welcome Steve Green and his team to…

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Steve Green

Senior Vice President and Senior Financial Advisor Stephen Green CFP® Named Among St. Louis’ Best Wealth Managers – February 2017

(As selected by the readers of St. Louis Small Business Monthly) St. Louis Small Business Monthly recently released its annual list of the region’s “Best Wealth Managers” for business owners, executives and entrepreneurs. This year, Krilogy is pleased to announce that Senior Vice President and Senior Financial Advisor Steve Green has earned a spot on the list, which is featured…

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Nathan Holt

Advisor Spotlight – Nathan Holt – November 2016

When Nathan Holt started his career here at Krilogy in 2010, we knew we had attracted an amazing young talent, but we also knew that Nathan was someone with vision who would not only help shape our processes, but would also offer clients a sincere sense of empathy and willingness to help even through the most challenging of times. His…

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