Krilogy Financial Opens St. Charles County Office

June 22, 2015, St. Louis, MO – Krilogy Financial has 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 area. The Krilogy St. Charles Group is located at 1 Mid Rivers Mall Drive at Interstate 70, where it occupies 2600 square feet…

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Krilogy lands a Top 10 spot on the 2015 St. Louis Business Journal list of Fastest Growing Companies

For the second year in a row, Krilogy Financial has earned a position on the annual list of Fastest Growing Privately Held Companies in St. Louis. The list, researched and compiled by the St. Louis Business Journal, ranks companies by revenue growth over a three year period from 2012-2014. Krilogy’s growth rate of 140.7% places the firm at number nine…

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In the Community – May 2015

In 2014, Krilogy was honored to receive the American Heart Association Fit Friendly Gold Recognition, a designation which recognizes employers’ exceptional efforts towards promoting a healthy workplace. On Saturday, May 9th, we furthered our commitment to healthy workplace and partnership with the American Heart Association, forming a Krilogy Team called “Krilogy Has Heart” for the organization’s annual Heart Walk. Heart…

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Krilogy Financial

Investment Committee & IA Report – May 2015

As we march through the second quarter of the year, we are continuing to see heightened market volatility with an eye toward the timing of the Federal Reserve’s interest rate lift-off, along with focus on corporate earnings. Thus far in earnings season, we’re seeing roughly three-fourths of the S&P 500 companies beating estimates on bottom-line earnings with less than 50%…

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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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Michael Brown

Advisor Spotlight – Michael Brown – May 2015

The kind of person that you want in your corner is one who helps you achieve, supports you through challenges, and responds when you need someone to turn to. Michael Brown is the embodiment of these qualities. He is the person who puts himself out there, and who is open to meet with and help anyone, always looking for ways…

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Kent Skornia

From the President – May 2015

At Krilogy, you’ll often hear us refer to “The Art of Accomplishment.” It’s the meaning behind our name, and it’s the mantra by which our team operates each day. Yet the path to accomplishment isn’t a road you travel alone, or even one we pave in a vacuum. It’s about investment – by you, and by us. You invest for…

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Krilogy Client Provides Advice to the St. Louis Business Journal on How to Choose a Wealth Manager

Krilogy Client Jim Virtel Retired Partner with Armstrong Teasdale LLP For the second year in a row, a Krilogy client has been chosen to provide advice to readers of the St. Louis Business Journal on the topic of How to Choose a Wealth Manager. The annual column features area professionals sharing their stories and tips, and how they interviewed and…

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Matt Haywood

Advisor Spotlight – Matthew Haywood – March 2015

Each issue of the Krilogy newsletter will feature a Krilogy advisor who has been selected by the team as a standout in terms of leadership, commitment to Krilogy values, and focus on accomplishment. This quarter, the team has selected Financial Advisor Matthew Haywood. When we at Krilogy talk about Matthew Haywood, some common themes always come up in the conversations….

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Walk to End Alzheimers

In the Community – March 2015

What started with a friendly game of golf two years ago has blossomed into a successful partnership which helped raise $660,000 in 2014 to find a cure for one of the leading killers in the United States. That golf game was played by Krilogy Team Lead Patrick Monahan and Tim Oshie, father of T.J. Oshie of the St. Louis Blues,…

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