“Tommy has a mission for providing clients with comprehensive service that’s unbiased and not influenced by any particular product,” said Nathan Holt, Director of Advisor Development and Financial Advisor at Krilogy. “After spending time in the industry, and recognizing this belief, he sought Krilogy as the ideal firm to deliver this.”
Berra entered the financial services industry in 2015 and joined the Krilogy team in 2018. He holds a keen understanding of the impact that he, as a financial advisor, has on his clients and their lives, and strives to be there for them throughout all of their life events and important decisions they may be facing.
“Tommy’s passion for helping others is evident in all he does,” said Holt. “That passion marries well with Krilogy’s culture, as well as the world-class technology platform in place here to manage client portfolios to allow for growth while helping to mitigate risk.”
Berra was born and raised in St. Louis, where he attended St. Louis University High School, and went on to earn in B.S. in Personal Financial Planning from the University of Missouri. A member of the school’s National Championship Men’s Golf Club Team, Berra continues to enjoy golfing and playing soccer.
About Krilogy Financial®
Krilogy is an independent money 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 2017, 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. 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. Krilogy was also listed in the 2016 Financial Times FT 300 list of the country’s top Registered Investment Advisory (RIA) firms. For information, call 314.884.2800.