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Kris Anderson, CFA®

Principal

Kristofer B. Anderson (Kris) serves a select group of families of significant wealth around the country. Working with the clients’ other advisors and his teammates, he develops, coordinates and implements cash flow, investment, tax, and estate planning strategies. Additionally, Kris chairs the firm’s Investment Committee and is a member of the Risk Management Committee.

Prior to joining the firm, Kris spent five years in portfolio management at US Trust, Bank of America Private Wealth Management. He also spent several years in financial and insurance sales. Kris holds an undergraduate degree in Finance from Missouri State University and a Master of Science degree in Finance from Webster University. He is a CFA® and is a member of the CFA Society of St. Louis.

Outside the office, Kris spends much of his time soaking up the joys of being a father to his daughter and son. He also enjoys fly fishing, hitting the gym and cheering for the St. Louis Blues.