Kristin Poole

Team Member Spotlight: Kristin B. Poole, CFP®, MIB, Vice President and Private Client Wealth Advisor, 2019 Volume Two

I’m extremely pleased that Kristin Poole chose to join us last Fall. Kristin is a strong leader who communicates very well and possesses a diverse skill set as an advisor. She is a member of the Investment Committee, the Krilogy 360 Women’s Initiative, and is running a terrific practice with her team at Krilogy. “We are a goal-setting organization by…

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Krilogy Cares Run

Krilogy Cares Foundation, Testicular Cancer Society, 2019 Volume Two

In 2016, the firm established Krilogy Cares, an initiative to impact the community through team members working together to collectively support one non-profit each year. The 2019 Krilogy Cares partner, as nominated and selected by the team, is the Testicular Cancer Society. The Testicular Cancer Society was founded to provide resources for young men facing the illness. This is a…

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Krilogy 2019 Volume One Newsletter

2019 Newsletter, Volume One

 

Kent Skornia

From the Desk of the President, 2019 Volume One

Ten Years of Krilogy Milestones often inspire leaders to reflect upon the journey to date, and envision the path that lies ahead. Today is such an occasion for me, as I look back on Krilogy’s first ten years and anticipate what’s to come in our next decade. From Vision to Fruition My vision for Krilogy has always revolved around a…

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Krilogy Financial

Investment Committee & IA Department Report, 2019 Volume One

Market Correction: What Happened and What’s Next This is an environment requiring vigilance. While we expect volatility to continue near-term, it is important to remember that the last two episodes of similar volatility, 2011 and 2015-2016, proved to be long-term buying opportunities. A decade of consecutive, positive annual S&P 500 returns ended in 2018. In the final three months of…

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Drew Forrester

Team Member Spotlight: Andrew T. Forrester, CFP®, M.Ed., 2019 Volume One

I could say a great deal about Drew, as there are so many wonderful attributes he brings to the firm. Immediately upon joining Krilogy, Drew made a positive impact on his teammates and the organization. His keen ability to connect deeply with his colleagues and clients has allowed him to flourish as an advisor, teammate and mentor. Holding a Master’s…

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Pedal the Cause

Pedal the Cause, 2019 Volume One

2018 marked the first year for Team Krilogy’s participation in Pedal the Cause, a group bike ride featuring nearly 3,600 participants racing ten- to 100-mile courses across the St. Louis Metropolitan area. Founded in 2009, the event raises funds to support cancer research at Siteman Cancer Center and Siteman Kids at St. Louis Children’s Hospital. Since the annual cycling challenge…

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Krilogy Financial

Investment Committee & IA Department Report, 2018 Volume Three

Positive Fundamentals Overcome Trade Uncertainty in Q3 The third quarter was the best-performing quarter for markets so far this year as the major U.S. stock indices each hit new all-time highs. The broad market gains were driven by strong economic data, solid earnings growth and improved clarity on global trade. Interestingly, those positive factors were often overlooked as news headlines…

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Matt Mercer

Team Member Spotlight: K. Matthew Mercer, 2018 Volume Three

Senior Public Accountant, Matt Mercer, looks back on an exciting year, and starting Krilogy Tax Services, LLC. Forward-thinking financial professionals with a genuine desire to find solutions deliver the most value to the client experience. We seek this type of individual to join the Krilogy team, as these characteristics are necessary to serve clients and pave the way for new…

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Krilogy Emblem

In the Community, 2018 Volume Three

Krilogy’s values of Abundance, Dedication and Leadership extend far beyond the walls of Krilogy. These values drive the team to their commitment to community service, helping those in need and offering their time and talent to a number of organizations. Did you know that Krilogy team members serve on more than 60 boards and committees across the St. Louis region,…

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