Hanh Nguyen

Krilogy Financial® Welcomes Financial Advisor Hanh Nguyen

St. Louis, MO- Krilogy Financial®, a St. Louis-based financial services firm, has added Hanh Nguyen to the team of Financial Advisors in its St. Charles County office. In this position, Nguyen will work with clients to develop wealth management plans leveraging Krilogy’s disciplined planning and investment practices. “We are very fortunate to have attracted Hanh to Krilogy,” said Michael Brown,…

Read More→

John McArthur

Krilogy Senior Partner and Chief Investment Officer, John M. McArthur, Earns CIMA® Certification

John M. McArthur, Senior Partner and Chief Investment Officer at Krilogy Financial®, a St. Louis-based financial services firm, recently earned his Certified Investment Management Analyst® Certification from the Investment Management Consultants Association (IMCA). McArthur is among an elite group of professionals globally to hold a CIMA® certification, and one of less than 2% of financial advisors in the United States…

Read More→

Inc 5000

Krilogy Financial Earns a Spot on the Inc. 5000 List of the Country’s Fastest Growing Companies

For the third year in a row, Krilogy Financial®, a St. Louis based wealth management firm, has been named to the Inc. 50001 list of the fastest growing companies in the United States. Krilogy ranks at number 2315 on the 2016 list, with a growth rate of 157%. “Over the last few years, we’ve grown in a very steady and…

Read More→

Jeff Hercules

Advisor Spotlight – Jeff Hercules – August 2016

There are many team members who joined Krilogy in the early days of the firm, that helped to build and shape Krilogy into what it is today. Jeff Hercules is another shining example of the hard work, commitment to clients, and belief in the vision of what Krilogy would quickly become. Today, he manages the Krilogy St. Louis County office…

Read More→

Jaime Shelton

Krilogy’s Jaime Shelton Recently Named First Female Partner

Jaime Shelton, Director of Operations at St. Louis-based Krilogy Financial®, was recently named partner at Krilogy. With over a decade of experience in the financial services industry, Shelton is Krilogy’s first female partner. Recently named a “Hero in Business” by St. Louis Small Business Monthly, Shelton started at the firm as an assistant to Krilogy President Kent Skornia. She has…

Read More→

Pat O'Brien

Krilogy’s Patrick O’Brien, CFP® CFS® Recently Named Partner

Krilogy Financial, a St. Louis-based financial services firm, has recently named Senior Financial Advisor, Patrick O’Brien, partner of the firm. Recently named one of the Top 100 St. Louisans to Know by St. Louis Small Business Monthly, O’Brien’s impact on Krilogy’s business, culture, and vision for the future has helped lead to the rapid level of growth the firm has…

Read More→

Patrick Monahan

Krilogy’s Patrick Monahan Recently Named Partner

Patrick Monahan of Krilogy Financial®, a St. Louis-based financial services firm, was recently named as a partner in the firm. Monahan, a Senior Financial Advisor, came on board with Krilogy in its early stages. His contribution to the firm has played a key part in its growth and success. Monahan takes an active role in mentoring other advisors develop in…

Read More→

Jaime Shelton

Jaime Shelton – One of St. Louis’ Heroes in Business

The July, 2016 issue of St. Louis Small Business Monthly shines a spotlight on business professionals who go “above the call of duty” each day to excel not just in their career, but also to make an impact in our community. According to the paper, this handful of selfless individuals “devote(s) creativity, energy and professional acumen to solving a problem…

Read More→

Krilogy Financial

Krilogy Financial Adds Two Independent St. Louis Financial Planning Firms, Names New Partners

July 5, St. Louis, MO – Krilogy Financial continues its rapid growth pace in 2016 with the recent acquisition of one firm, The Sher Group and addition of another, OPTIMUM Wealth Management. The addition represents an increase of $160 million in assets under management, bringing Krilogy’s total assets to about $625 million and increasing its employee count to 37. The…

Read More→

FT Advisers

Krilogy Financial Named to the 2016 Financial Times Top 300 List

St. Louis, MO- Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, has been named to the 2016 Financial Times list of the Top 300 Financial Advisors in the United States. The list surveys Registered Investment Advisors (RIAs) across the country and represents a snapshot of RIAs that the Financial Times identifies as the “best”…

Read More→