Andrew M. Shenberg

CFA®, CFP® Partner and Portfolio Strategist

(314) 884-2800

(314) 884-2819 fax

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As Partner and Portfolio Strategist for Krilogy, Andrew leads the Investment Advisory team, overseeing the firm’s investment research and trading activities. In addition, he is responsible for ensuring Krilogy Wealth Advisors stay well-informed on emerging investment philosophies, global economics and the financial markets.

Andrew assists in the development and direction of the firm’s portfolio strategies as a member of Krilogy’s Investment Committee and, as a member of its Fixed Income Subcommittee, takes part in the design and management of municipal bond and cash management portfolios.

Since receiving his bachelor’s degree from the University of Missouri – St. Louis, Andrew’s unending curiosity surrounding global economics and financial markets has led him to a number of professional accreditations including Chartered Financial Consultant® and Certified Financial Planner®. He is also a holder of the Chartered Financial Analyst® designation and is a member of the CFA Society of St. Louis and the CFA Institute.

The art and the science of portfolio strategy are ever-present passions for Andrew. By marrying key tenets of traditional and behavioral finance, he is able to assist Krilogy Wealth Advisors in the creation of long-term strategic portfolios for high-net-worth clients. Having been in the personal finance industry for nearly 20 years, he is well-versed in equity, fixed income, options trading and portfolio strategies.

Outside of work, Andrew and his wife, Claire, enjoy being continually amazed and entertained by their three sons, which include a set of twins. 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.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Jake Thornton
Investment Research Analyst
Nicki Stackelbeck
Qualified Plan Investment Associate