Patrick Monahan

Personal Finance, Retirement, Investing
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“Patrick Monahan, Partner and Senior Financial Advisor with Krilogy Financial, believes that everyone who walks through his doors deserves a financial plan that aligns and protects their ambitions.”
Firm:

Krilogy Financial

Job Title:

Partner, Senior Financial Advisor

Biography:

As one of the longest tenured members of Krilogy, Patrick Monahan is well known for his keen sense of leadership and drive to provide the highest level of client service. His passion for exploring complex, sophisticated financial needs and applying solutions has made him a trusted partner at Krilogy and to the clients he serves. Patrick works with many professionals, business owners, and high-net-worth individuals and families, and has dedicated his career to building wealth management strategies to help them achieve their goals.

He is a member of Krilogy’s Private Client Committee, dedicated to designing and implementing custom-tailored financial plans and services for high-net-worth investors. He is a member of Krilogy’s Executive Leadership Committee, where he assists in managing the vision and strategy of the firm as well as ensuring the firm’s culture and values are maintained. Patrick is also a member of the firm’s Investment Committee, responsible for managing Krilogy’s investment portfolios, which may include: conducting investment research, voting on investment strategies and portfolio positions, monitoring fund performance, and analyzing market conditions. Lastly, Patrick also serves on the Krilogy Athletic Advisory Group, where he guides athletes through their entire professional and post-professional life.

Patrick received his Bachelors degree in Personal Financial Planning with a minor in Business from the University of Missouri – Columbia. In his free time, he enjoys playing golf and hockey, reading, and spending time with family and friends. Patrick and his wife, Krista, reside in St. Louis, MO.

Education:

BS, Personal Financial Planning, University of Missouri-Columbia

Assets Under Management:

$50 million

Fee Structure:

Fee-based

CRD Number:

5839545

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