Krilogy Financial, a St. Louis-based financial services firm, is honored to announce the recognition of seven of its advisors who have received the Five Star Wealth Manager Award1. Michael Brown, Elizabeth Connelly, John McArthur, Michael DiSalvo, Matthew Haywood, Stephen Green, and Brett Siegfried were among the select group of Wealth Managers across the United States to achieve this designation.
The Five Star Wealth Manager program honors wealth managers in 45 markets in the U.S and Canada. Candidates are evaluated against ten objective criteria such as client retention rate, assets administered, firm review, and a favorable regulatory compliance history.
“The Krilogy team is made up of a group of outstanding individuals who give relentless effort each day to help clients reach their goals,” said Kent Skornia, Krilogy President and CEO. “Krilogy advisors hold an authentic passion, and go above and beyond what a typical advisor might do in managing wealth and providing unbiased advice. Those receiving this most recent award are shining examples of that passion and dedication.”
Three of the five Krilogy Advisors to receive the Five Star Wealth Manager Award are multi-year recipients. McArthur has received this award for the last seven years, while Connelly and Green are four-time recipients. DiSalvo, Brown, Haywood and Siegfried are first-time honorees.
“Each year the number of Krilogy advisors who have been honored with the Five Star Wealth Manager Award has grown,” said Skornia. “The continued recognition and the addition of advisors shows the positive impact that Krilogy is having in the Saint Louis area to help our clients achieve financial freedom.”
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 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. 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 and 2018 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.