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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Krilogy Financial

Krilogy News – March 2015

Office Expansion The “Pardon Our Dust” signs have been removed, signaling the completion of Krilogy’s 1,200 SF addition. The project, which brought Krilogy’s total office space to 8,101 SF, was designed to not only accommodate the firm’s growing team, but also to enhance client experience and access to information. Each meeting room is now equipped with full technology, allowing real-time…

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Kent Skornia

Letter from the President – March 2015

When we meet new people, we’re often asked: “What’s the difference between Krilogy and other firms?” While the answer is easy to articulate from a tactical perspective, the real difference is in the experience. Tactically, because we’re wealth managers, we have a higher level of fiduciary responsibility than a traditional financial advisor. We regularly manage your plan, frequently monitoring it…

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Krilogy Financial

Krilogy is Hiring

Job Title: Qualified Plan Investment Specialist Job Description: The Qualified Plan Investment Specialist will lead Krilogy’s proprietary retirement plan integration program, TotalPortfolio™. At the direction of the Portfolio Strategist, the Qualified Plan Investment Specialist will construct portfolios for clients within their existing employer retirement plans. Utilizing Krilogy’s investment analysis tools, they will perform multi-criteria evaluations and analyses on all investment…

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Nathan Holt

Krilogy Financial Names Advisor Nathan Holt as New Team Lead

Krilogy Financial, a St. Louis financial services firm, has promoted Financial Advisor Nathan Holt to the position of Team Lead. Holt’s practice at Krilogy focuses on families of divorce, as well as professionals in St. Louis-based companies. Holt began his career at Krilogy in 2010, and became the first Krilogy advisor to begin, and graduate from, the Krilogy Advisor Development…

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