Steve Green

Advisor Spotlight, Stephen Green – February 2017

As Krilogy continues to grow, we’ve been very deliberate about how we’ve added advisors and integrated new teams into the organization. Because our culture is so important, we focus on keeping our values, Rules of Engagement and client-first philosophy at the heart of all we do. That’s why I was so pleased to welcome Steve Green and his team to…

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Krilogy Financial

Investment Committee & IA Department News – February 2017

Fear the Consensus? As we transition into 2017, it’s fair to say that 2016 was a test in fortitude as it relates to investing, a year littered with skepticism and uncertainty. After experiencing a sell-off at the beginning of the year of over 11% in the S&P 500, as well as volatility around the Brexit vote in June to name…

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Krilogy Financial

In the Community – February 2017

2017 marks the second year for Krilogy’s community outreach program, Krilogy Cares. Launched in 2016 as a vehicle to invite teamwork and support of a local non-profit, our first year of Krilogy Cares program raised funds and volunteerism for our inaugural partner, Special Olympics. Special Olympics was nominated by Megan Lockhart, and chosen in a drawing at our January, 2016…

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Steve Green

Senior Vice President and Senior Financial Advisor Stephen Green CFP® Named Among St. Louis’ Best Wealth Managers – February 2017

(As selected by the readers of St. Louis Small Business Monthly) St. Louis Small Business Monthly recently released its annual list of the region’s “Best Wealth Managers” for business owners, executives and entrepreneurs. This year, Krilogy is pleased to announce that Senior Vice President and Senior Financial Advisor Steve Green has earned a spot on the list, which is featured…

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Nathan Holt

Advisor Spotlight – Nathan Holt – November 2016

When Nathan Holt started his career here at Krilogy in 2010, we knew we had attracted an amazing young talent, but we also knew that Nathan was someone with vision who would not only help shape our processes, but would also offer clients a sincere sense of empathy and willingness to help even through the most challenging of times. His…

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Krilogy Financial

Investment Committee & IA Department News – November 2016

BREAKOUT OR BREAKDOWN? With the S&P 500 having spent the last 3 months in a tight 3% trading range, the question on the mind of many investors relates to the direction that this range-bound market ends up moving in and how a Trump Presidency may influence it. Prior to the election outcome, very few had the stated expectation that the…

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Krilogy at the Special Olympics of Missouri

In the Community – November 2016

This year, Krilogy established a new community initiative called Krilogy Kares in which a charitable organization was chosen for the team to partner with in 2016. The Krilogy Kares partner for 2016 is the Special Olympics of Missouri, nominated by Megan Lockhart. Megan began working with Special Olympics when she was in college, volunteering at bowling and basketball nights. She…

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Hanh Nguyen

Krilogy Financial® Welcomes Financial Advisor Hanh Nguyen

St. Louis, MO- Krilogy Financial®, a St. Louis-based financial services firm, has added Hanh Nguyen to the team of Financial Advisors in its St. Charles County office. In this position, Nguyen will work with clients to develop wealth management plans leveraging Krilogy’s disciplined planning and investment practices. “We are very fortunate to have attracted Hanh to Krilogy,” said Michael Brown,…

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John McArthur

Krilogy Senior Partner and Chief Investment Officer, John M. McArthur, Earns CIMA® Certification

John M. McArthur, Senior Partner and Chief Investment Officer at Krilogy Financial®, a St. Louis-based financial services firm, recently earned his Certified Investment Management Analyst® Certification from the Investment Management Consultants Association (IMCA). McArthur is among an elite group of professionals globally to hold a CIMA® certification, and one of less than 2% of financial advisors in the United States…

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Inc 5000

Krilogy Financial Earns a Spot on the Inc. 5000 List of the Country’s Fastest Growing Companies

For the third year in a row, Krilogy Financial®, a St. Louis based wealth management firm, has been named to the Inc. 50001 list of the fastest growing companies in the United States. Krilogy ranks at number 2315 on the 2016 list, with a growth rate of 157%. “Over the last few years, we’ve grown in a very steady and…

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