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 designation.
Founded in 2003, the Five Star Wealth Manager program identifies professionals in 45 markets across the United States, leveraging industry data, performing extensive research, and accepting third party nominations from individuals. Nominees are evaluated against ten objective criteria including credentials, client retention rate, professional designations, assets administered, firm review, and a favorable regulatory compliance history.
“Krilogy® advisors share a commitment to serving as trusted guides for clients, doing the hard work and spending the time needed with each individual to ensure that their overall financial wellbeing is cared for,” said Kent Skornia, President and CEO of Krilogy®. “The seven advisors honored with this year’s Five Star Wealth Manager Award, along with the entire Krilogy® team, demonstrate the impact that our firm’s values of Dedication, Abundance and Leadership can make on clients’ lives.”
Of the seven Krilogy® advisors to receive the 2019 Five Star Wealth Manager Award, six are multi-year honorees. McArthur has received the award for the last eight years; Connelly and Green are five-year recipients; Poole is a three-year honoree. Brown and DiSalvo are receiving the award for the second year in a row, and Schulz is a first-time recipient.
“I’m so proud to see these outstanding advisors accomplishing their goals, serving clients with the utmost care and attention, and providing intelligent, actionable solutions for clients’ wealth management plans,” said Skornia. “This award honors their hard work and the excellence that guides their actions each day.”
Krilogy® is an independent wealth management firm known for putting in relentless effort to develop strategies and manage clients’ wealth. Founded in 2009, the firm takes an institutional-style approach, and has a disciplined, dynamic rebalancing process that leads to less volatility in returns. Krilogy® believes in the firm’s fierce independence, which allows the team to be plan-driven not product-driven, and operate with a “client first, firm second” philosophy. From 2014 through 2018, Krilogy® has been named to the St. Louis Business Journal’s list of the Fastest Growing Companies in the region, as well as the INC 5000 list of the country’s fastest growing companies from 2014-2019. The firm was named among St. Louis’ “Best Places to Work” in 2018 by the St. Louis Business Journal for the fifth time and was the winner of the publication’s 2018 “Best Places to Work for Young Professionals” Award. In 2017 and 2018, Krilogy® received a Top Company Cultures award from Entrepreneur Magazine. Krilogy® was also listed in the 2016, 2018 and 2019 Financial Times FT 300 list of the country’s top Registered Investment Advisory (RIA) firms. For additional information and disclosures about awards and honors received by Krilogy® and its advisors, please click here or call 314.884.2800.
1 Information about this award can be found here.