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…

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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…

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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…

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Tom Lewis

Krilogy Financial Names Thomas J. Lewis as Chief Compliance Officer and Counsel

Krilogy Financial® recently named Thomas J. Lewis as Chief Compliance Office and Counsel, adding an important role to its compliment of dedicated professionals. Tom Lewis comes to Krilogy with over a decade of experience in both litigation and corporate regulatory and legal governance. He also enjoys the distinction of having been nominated as one of the top young lawyers under…

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Pat O'Brien

Senior Financial Advisor Pat O’Brien Has Been Named One Of The Top 100 St. Louisans To Know

St. Louis, MO– Pat O’Brien, a Senior Financial Advisor with Krilogy Financial® in St. Louis, has recently been named one of the Top 100 St. Louisans to Know by Small Business Monthly Magazine. O’Brien, also featured in February’s Krilogy Spotlight, has been in the industry for over ten years, working hard to earn the trust and respect of clients and…

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Nathan Holt

Krilogy Financial Promotes Financial Advisor, Team Lead Nathan Holt to Director of Development

St. Louis, MO- Nathan Holt, Financial Advisor Team Lead at Krilogy Financial® in St. Louis, has been named the firm’s new Director of Development. In this role, he will expand his support and mentorship of younger associates to help them enhance their knowledge, build their practice and excel in client service. Holt began his career in financial services at Krilogy…

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Matt Haywood

Matthew Haywood Named Team Lead at Krilogy Financial

Krilogy Financial, a St. Louis financial services firm, has promoted Financial Advisor Matthew Haywood to the position of Team Lead. Haywood currently leads Krilogy’s Retirement Plan Advisor Group which focuses on helping businesses develop their employee retirement plans. He will continue this area of focus in his role as Team Lead. Haywood was among the first advisors to join Krilogy…

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Krilogy St. Charles Office

Krilogy News – August 2015

Krilogy Expands to St. Charles County with New Office in St. Peters This summer, Krilogy announced the opening of its office in St. Charles County, expanding the wealth management firm’s presence in the region and providing convenient access to clients in the region. Krilogy St. Charles is located at 1 Mid Rivers Mall Drive at Interstate 70 where it occupies…

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Krilogy Financial

Meet the Krilogy St. Charles Team – Special 2015 Edition

Michael Brown, Director of Branch Operations: Michael Brown is a longtime resident of St. Charles County. He assists the Fellowship of Christian Athletes, is a member of the Vision St. Charles Class of 2015, serves on the Finance and Legacy Planning team at Morningstar Church, is working with former St. Louis Cardinal Kyle McClellan and his Brace For Impact46 mission…

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Nathan Holt

Nathan Holt Promoted to Team Lead – May 2015

Krilogy congratulates Financial Advisor Nathan Holt on his new position as Team Lead. Holt began his career at Krilogy in 2010, and became the first Krilogy advisor to begin, and graduate from, the Krilogy Advisor Development System, a program designed to help new advisors build their knowledge and skills through mentorship. Holt played a major role in the development of…

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