Perfil
Ms. Kristin B. Poole is a Senior Vice President & Wealth Advisor at Krilogy Financial LLC.
She is on the Board of Directors at The Wyman Center, Inc. She is also a member of the Investment Committee at Krilogy.
She received her undergraduate degree from the University of Missouri Columbia and a graduate degree from St. Louis University.
Cargos activos de Kristin Poole
| Empresas | Cargo | Inicio |
|---|---|---|
The Wyman Center, Inc.
The Wyman Center, Inc. Services to the Health IndustryHealth Services Engages in youth development activities | Director/Miembro de la Junta | - |
Krilogy Financial LLC
Krilogy Financial LLC Investment ManagersFinance Krilogy employs a simple, solid, top-down approach by assessing a client’s needs and goals with the firm’s specialized needs-based financial tools. The firm is comprised of an Investment Committee made up of senior leadership and advisors led by its Chief Investment Officer. Broadly, the Investment Committee is responsible for formulating the overall direction of the firm’s investment philosophy and polices. Their portfolio investment process builds portfolios that diversify within and across asset classes, investment styles and geographies. Portfolios are assembled to maximize the benefits of diversification while maintaining the ability for returns enhancement through security selection and sector allocations, which ultimately leads to high quality, diversified and defensive portfolios. | Miembro del Comité de Inversión | 01/07/2018 |
Formación de Kristin Poole.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
St. Louis University
St. Louis University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Wyman Center, Inc.
The Wyman Center, Inc. Services to the Health IndustryHealth Services Engages in youth development activities | Health Services |
Krilogy Financial LLC
Krilogy Financial LLC Investment ManagersFinance Krilogy employs a simple, solid, top-down approach by assessing a client’s needs and goals with the firm’s specialized needs-based financial tools. The firm is comprised of an Investment Committee made up of senior leadership and advisors led by its Chief Investment Officer. Broadly, the Investment Committee is responsible for formulating the overall direction of the firm’s investment philosophy and polices. Their portfolio investment process builds portfolios that diversify within and across asset classes, investment styles and geographies. Portfolios are assembled to maximize the benefits of diversification while maintaining the ability for returns enhancement through security selection and sector allocations, which ultimately leads to high quality, diversified and defensive portfolios. | Finance |
University of Missouri Columbia
University of Missouri Columbia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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