St. Louis, MO — Krilogy®, a wealth management firm with $2.4 billion in assets, has added a new leadership position to the firm, naming Mark Lewis as its first Senior Partner & Chief Financial Officer.
“We are grateful to have Mark join our partnership,” said Kent Skornia, Krilogy President and CEO. “His wealth of experience in finance, M&A, and growth-oriented projects is exactly what we were looking for to continue to build the Krilogy executive team. His values and vision align with ours and we’re excited to add his talent and expertise to our leadership team.”
Krilogy® has been among the fastest-growing companies in the United States for nearly a decade, earning a spot in the Inc. 5000 Hall of Fame and making multiple appearances on the St. Louis Business Journal’s list of the regions fastest-growing privately held companies. The firm’s approach to growth has always been deliberate and purpose-driven, with the addition of each service and team member carefully selected to add value to the client experience.
Krilogy’s® growth is a result of a focus on providing the most comprehensive wealth management experience for the families it serves. Krilogy continues to invest in in house experts in research, trading, tax, legal, and company-sponsored retirement plan professionals. Skornia believes that having “Experts in House” is the key to serving families at the deepest level. This experience has also attracted new firms joining Krilogy through acquisition or tucking in high-performing teams into the organization. Lewis’ insight and experience will help shape the firm’s strategic path as the firm continues to grow.
“I am excited for this opportunity to work with the team at Krilogy and do my part to grow the company into the future,” Lewis said. “The team culture is something that’s evident from day one, and I look forward to working with my colleagues to deliver on Krilogy’s high standards for client service.”
Krilogy® was founded in 2009, by Kent Skornia, as a values-based organization, always focused on the creation of a culture of workplace excellence. As the firm has grown, it has continued its commitment to leading with the values of dedication, abundance, leadership, and respect.
“Krilogy has gained a reputation for the energy and culture we’ve built since day one,” said Skornia. “We’re proud that it’s something people want to be a part of when they encounter it. It’s led to the attraction of incredibly talented team members who deepen our bench of knowledge and expertise, allowing us to constantly enhance our service to clients. The addition of Mark will further our ability to build the most comprehensive wealth management experience available.”
Lewis received his bachelor’s degree from Georgetown University and went on to earn his MBA in Finance from Washington University in St. Louis. He most recently was the Chief Financial Officer for Decide and has held a variety of leadership positions with private equity and venture capital firms. Lewis is a past board member for Downtown STL, Inc., Chairperson for Arch Grants Competition Committee, and current director for the Western Golf Association’s Evans Scholars Foundation.
Krilogy® is an independent wealth management firm known for its relentless effort to develop strategies and manage clients’ wealth, fostering a sense of confidence and readiness for the future. Founded in 2009, the firm provides its advisors the ability to utilize within client accounts an institutional-style approach that incorporates a disciplined, dynamic rebalancing process with the goal of smoothing volatility in returns. KEP Law, LLC, d/b/a Krilogy Law is a separately owned and independent law firm that provides legal services to both Krilogy and non-Krilogy clients.
From 2014-2018 and in 2021-2022, Krilogy® was 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 2014-2022. The firm was named among St. Louis’ “Best Places to Work” in 2021 by the St. Louis Business Journal for the sixth time. Krilogy® has also been honored by the St. Louis Business Journal with the publication’s “Best Places to Work for Young Professionals” in 2018, and the “Advancement of Women” award in 2020. The firm was recognized by the Women’s Foundation of Greater St. Louis in 2020, 2022, and 2023 for demonstrating excellence in workplace gender equity. In 2021, the firm earned a spot among InvestmentNews’ annual list of the Best Places to Work for Financial Advisors. Inc. Magazine named Krilogy® among the nation’s Best Workplaces and the St. Louis Post-Dispatch recognized the firm among the region’s Top Workplaces in 2021 and 2022. In 2017 and 2018, Krilogy® received a Top Company Cultures award from Entrepreneur Magazine. Krilogy® was also listed in the 2016, 2018, 2019, and 2020 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.