Jeff Hercules

Advisor Spotlight – Jeff Hercules – August 2016

There are many team members who joined Krilogy in the early days of the firm, that helped to build and shape Krilogy into what it is today. Jeff Hercules is another shining example of the hard work, commitment to clients, and belief in the vision of what Krilogy would quickly become. Today, he manages the Krilogy St. Louis County office…

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Jaime Shelton

Krilogy’s Jaime Shelton Recently Named First Female Partner

Jaime Shelton, Director of Operations at St. Louis-based Krilogy Financial®, was recently named partner at Krilogy. With over a decade of experience in the financial services industry, Shelton is Krilogy’s first female partner. Recently named a “Hero in Business” by St. Louis Small Business Monthly, Shelton started at the firm as an assistant to Krilogy President Kent Skornia. She has…

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Pat O'Brien

Krilogy’s Patrick O’Brien, CFP® CFS® Recently Named Partner

Krilogy Financial, a St. Louis-based financial services firm, has recently named Senior Financial Advisor, Patrick O’Brien, partner of the firm. Recently named one of the Top 100 St. Louisans to Know by St. Louis Small Business Monthly, O’Brien’s impact on Krilogy’s business, culture, and vision for the future has helped lead to the rapid level of growth the firm has…

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Patrick Monahan

Krilogy’s Patrick Monahan Recently Named Partner

Patrick Monahan of Krilogy Financial®, a St. Louis-based financial services firm, was recently named as a partner in the firm. Monahan, a Senior Financial Advisor, came on board with Krilogy in its early stages. His contribution to the firm has played a key part in its growth and success. Monahan takes an active role in mentoring other advisors develop in…

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Jaime Shelton

Jaime Shelton – One of St. Louis’ Heroes in Business

The July, 2016 issue of St. Louis Small Business Monthly shines a spotlight on business professionals who go “above the call of duty” each day to excel not just in their career, but also to make an impact in our community. According to the paper, this handful of selfless individuals “devote(s) creativity, energy and professional acumen to solving a problem…

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Krilogy Financial

Krilogy Financial Adds Two Independent St. Louis Financial Planning Firms, Names New Partners

July 5, St. Louis, MO – Krilogy Financial continues its rapid growth pace in 2016 with the recent acquisition of one firm, The Sher Group and addition of another, OPTIMUM Wealth Management. The addition represents an increase of $160 million in assets under management, bringing Krilogy’s total assets to about $625 million and increasing its employee count to 37. The…

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FT Advisers

Krilogy Financial Named to the 2016 Financial Times Top 300 List

St. Louis, MO- Krilogy Financial®, a wealth management firm with multiple locations in the St. Louis area, has been named to the 2016 Financial Times list of the Top 300 Financial Advisors in the United States. The list surveys Registered Investment Advisors (RIAs) across the country and represents a snapshot of RIAs that the Financial Times identifies as the “best”…

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STL Business Journal Award

Krilogy Makes its Third Consecutive Appearance on the St. Louis Business Journal List of Fastest Growing Companies

2016 marks the third year in a row that Krilogy Financial has earned a position on the St. Louis Business Journal’s annual list of the area’s Fastest Growing companies. The list, researched and compiled by the St. Louis Business Journal, ranks companies by revenue growth over a three year period from 2013-2015. Krilogy’s growth rate of 74.4% places the firm…

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Charles Schulz

Krilogy’s Charles Schulz Earns Accredited Investment Fiduciary® Designation from The Center for Fiduciary Studies™

St. Louis, MO – Charles Schulz of Krilogy Financial, a St. Louis-based financial services firm, was recently awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™ (the Center), the standards-setting body for fi360. The AIF Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of…

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Tom Lewis

Krilogy Financial Names Thomas J. Lewis as Chief Compliance Officer and Counsel

Krilogy Financial® recently named Thomas J. Lewis as Chief Compliance Office and Counsel, adding an important role to its compliment of dedicated professionals. Tom Lewis comes to Krilogy with over a decade of experience in both litigation and corporate regulatory and legal governance. He also enjoys the distinction of having been nominated as one of the top young lawyers under…

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