Our News

We are lucky to have many subject matter experts on our team who participate in industry-leading speaking engagements. Our Director of Investment Research, Alex Bates, CFA®, CAIA®, spoke in the...

We are excited to welcome Anna Rudoi, JD, MBA and Anna Poppell to St. Louis Trust & Family Office. Both Anna and Anna will work as managers on client teams...

St. Louis, MO, May 5, 2023 — Julia J. (“Julie”) Lilly, JD, Chief Executive Officer of St. Louis Trust & Family Office, was awarded the “Outstanding CEO” designation at the tenth...

April 17, 2023 – John Jennings, JD, President & Chief Strategist of St. Louis Trust & Family Office, culminated his years of practice navigating uncertain times into an experiential guide....

St. Louis, MO, April 10, 2023 – St. Louis Trust & Family Office is delighted to announce the appointment of Mike Bartolacci, JD as General Counsel. For the past two...

San Diego, CA., March 8, 2023 – John Jennings, JD, President of St. Louis Trust & Family Office and Alex Bates, CFA®, CAIA®, Director of Investments at St. Louis Trust...

February 24, 2023 – Investment specialist Anna Sears, CFA® was invited to speak at the 7th Annual Impact Investing Symposium held at Washington University in St. Louis. Anna addressed how...

November 2, 2022 – John Jennings, President of St. Louis Trust & Family Office, led a session titled “How to Advise Clients in the Face of Uncertainty” at the Schwab...

October 6, 2022 – St. Louis Trust & Family Office dedicated a day to embracing its core value “invest in others.” The company spent its Day of Service at beloved...

Julie Lilly, Chief Executive Officer of St. Louis Trust & Family Office, was interviewed on the ABC to CEO “Preparing for the Possibility” podcast in September 2022. ABC to CEO...

We are pleased to announce the following employee promotions: Jennifer Juris has been promoted to Principal.  Taylor Richards and Carrie Kinealy have been promoted to Manager.  Christine Lee and Rachel...

We are excited to announce we have welcomed two new managers to our team: Garrett Blair and Adam Kerschinske.  Both will work with client teams to deliver exceptional client service....