Andrew M. Shenberg, AIF®, CFP®, ChFC®
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As Portfolio Strategist for Krilogy Financial Andrew leads the Investment Advisory team and oversees the firm’s investment activities. In addition, he is responsible for ensuring Krilogy Wealth Managers stay well informed on emerging investment philosophies, global economics, and the financial markets.
Andrew serves in the development & direction of portfolio strategies through the firm’s Investment Committee and, as a member of Krilogy’s fixed income team, takes part in the design and management of municipal bond portfolios.
Since receiving his Bachelor’s Degree from the University of Missouri, St. Louis, Andrew’s never-ending pursuit of knowledge has led him to a number of professional accreditations including: Chartered Financial Consultant®, CERTIFIED FINANCIAL PLANNER®, and Accredited Investment Fiduciary®. He holds NASD Series 7 and 66 registrations. Andrew is also a 2019 Level II CFA candidate.
The art and the science of portfolio strategy are ever-present passions for Andrew. He enjoys assisting the firm’s Wealth Advisors in the development of complex investment solutions for their high net worth clients. Having been in the personal finance industry since 2003, he is well versed in equity, fixed income, and options trading and portfolio strategies.
Outside of work he and his wife Claire stay busy attempting to keep up with their preschooler and twin toddlers. When time permits, they all enjoy being outdoors and surrounding themselves with friends and family. The five currently reside in Chesterfield.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.