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We are a Saint Louis based Financial Services firm, focused on developing customized wealth management strategies for today's investor.
Krilogy® is pleased to announce that Executive Vice President, Wealth Advisor Elizabeth Connelly has been named to Forbes’ 2021 list of the nation’s Top Women Wealth Advisors. The selection process was performed by SHOOK Research, a third party which creates this ranking of model advisors who are leading the way in offering best practices and providing a high-quality experience for clients. For more than 30 years, Elizabeth has served her clients with a high level of knowledge, care, and deliberation as she manages their complex wealth planning needs,” said Kent Skornia, Krilogy® President and CEO. Elizabeth’s experience is coupled with her advanced industry certifications, including Certified Trust and Financial Advisor (CTFA) and Certified IRA Services Professional (CISP) designations.
As we prepare to welcome the energy and activity of the Spring season, we also appear to be at an inflection point of energy and volatility within both the stock and bond markets. Acknowledging that the stock market is a forward-discounting mechanism of future expectations, it’s reasonable to question whether we’ve pulled forward expectations which are too optimistic for the remainder of 2021 and in 2022. We’ve seen the 10-year Treasury surge to as high as 1.6% this past week, while the 10-year Treasury hit lows under .40% as recently as this past summer. Additionally, at some point, the safety and higher yield trade-off out of fixed income can again be more of a promising presence in the portfolio construction process than it has been in the rate-sunken pandemic era we’ve recently experienced.
The firm has been a multi-year recipient of the St. Louis Business Journal’s Best Places to Work, and earned the Advancement of Women Award in 2020 and the Best Places to Work for Young Professionals in 2018. In addition to growing the firm’s team of advisors, Krilogy® has significantly expanded its teams of wealth service managers, investment analysts and portfolio strategists to enhance support of clients’ wealth management strategies. From 2014 through 2018, Krilogy® was named to the St. Louis Business Journal’s list of the Fastest Growing Companies in the region, as well as the INC 5000 list of the country’s fastest growing companies from 2014-2020. Krilogy® has also been honored by the St. Louis Business Journal with the publication’s “Best Places to Work for Young Professionals” in 2018, and the “Advancement of Women” award in 2020.
Krilogy® is listed among the largest asset management firms in the area by the St. Louis Business Journal and has been named to the Inc. 5000 list of the nation’s fastest growing companies since 2014. In 2020, the firm won the Advancement of Women Award from the St. Louis Business Journal and was named among the top workplaces for women by the Women’s Foundation of Greater St. Louis. From 2014 through 2018, Krilogy® was named to the St. Louis Business Journal’s list of the Fastest Growing Companies in the region, as well as the INC 5000 list of the country’s fastest growing companies from 2014-2020. Krilogy® has also been honored by the St. Louis Business Journal with the publication’s “Best Places to Work for Young Professionals” in 2018, and the “Advancement of Women” award in 2020.