Kristofer B. Anderson (Kris) serves a select group of families of significant wealth around the country. Kris’ job description would say he works to develop, coordinate and implement cash flow, investment, tax, and estate planning strategies. Kris would say his real job is to serve as an outsourced CFO to each of his families and this means something different to each one. Key components usually include simplifying complex subjects with the goal of helping make decisions, relieving the family of the administrative burden related to that complexity, engaging the next generation to provide clarity and establish “rules of the road” when engaging with the family wealth, and being a conduit to help families understand “what others” have done when faced with similar circumstances. When an operating business is involved, Kris especially enjoys building relationships and partnering with the trusted advisors inside the company with the goal of serving as a relief valve when questions arise that crossover between business and personal lives.

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 husband and father. He enjoys starting the morning off at the gym and his perfect day would include spending time outdoors (fishing or hunting) and capping the night off at a St. Louis Blues game. He’d skip the gym the next morning. Most recently, he introduced his son to the game of golf and is finding a passion for playing again after spending some time away.