Confluence Investment Management Employee Directory

Financial ServicesMissouri, United States11-50 Employees

Confluence Investment Management LLC is an independent Registered Investment Advisor located in St. Louis, Missouri.  We provide professional portfolio management and advisory services to institutional and individual clients.  Our investment philosophy is based upon independent, fundamental research that integrates our evaluation of market cycles, macroeconomics and geopolitical analysis with our value-driven, fundamental company-specific approach.  Our portfolio management philosophy begins by assessing risk, and follows through by positioning clients to achieve their income and growth objectives. 

The Confluence team is comprised of experienced investment professionals who are dedicated to an exceptional level of client service and communication.  We develop innovative investment products for our clients, and our disciplined investment process and performance has stood the test of time across a broad range of economic and market cycles.

http://www.confluenceinvestment.com/assets/docs/2014/Social_Media_Disclosures_9-10-14.pdf

Find Confluence Investment Management employees' phone numbers or email addresses

Confluence Investment Management Global Highlights

North America
68

United States Of America
68

Confluence Investment Management's Leadership

M. K.
Chief Executive Officer, Chief Investment Officer
Mobile Phone
Email
S. F.
Chief Compliance Officer
Mobile Phone
Email
D. W.
Chief Investment Officer - Value Equities
Mobile Phone
Email
G. E.
Chief Investment Officer - Asset Allocation
Mobile Phone
Email
P. F.
Chief Investment Strategist
Mobile Phone
Email
B. O.
Chief Market Strategist
Mobile Phone
Email
W. O.
Chief Market Strategist
Mobile Phone
Email
B. H.
President
Mobile Phone
Email

Contact profiles from Confluence Investment Management

Name

Title

Contact Info

Location

Last Update

C. S.
Vice President, Equity Portfolio Manager / Securities Analyst
Mobile Phone
Email
United StatesMissouri
Oct 21, 2024
D. M.
Senior Vice President / Portfolio Manager
Mobile Phone
Email
Dec 11, 2024
G. T.
Senior Vice President - International Equities
Mobile Phone
Email
Dec 11, 2024
M. A.
Senior Vice President
Mobile Phone
Email
United StatesOhio
Oct 21, 2024
M. S.
Vice President-International Equities
Mobile Phone
Email
United StatesOhio
Dec 11, 2024
P. P. D.
Senior Vice President / Portfolio Manager
Mobile Phone
Email
United StatesMissouri
Dec 11, 2024
T. S.
Vice President/Director Of Research
Mobile Phone
Email
United StatesMissouri
Dec 11, 2024
W. O.
Chief Market Strategist
Mobile Phone
Email
United StatesMissouri
Jul 07, 2024
B. B.
Director Of National Accounts
Mobile Phone
Email
United States
Dec 11, 2024
E. D.
Director Of Ria Relationships
Mobile Phone
Email
United StatesMissouri
Dec 11, 2024

Frequently Asked Questions

What is Confluence Investment Management known for?

Confluence Investment Management was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 20 Allen Ave Suite 300 St. Louis, MO US; you can contact the main corporate office by phone at

+1-314-743-****

. Explore Confluence Investment Management's company overview page for more information.

What is Confluence Investment Management's most common email format?

Confluence Investment Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Confluence Investment Management email formats with LeadIQ.

How many employees does Confluence Investment Management have currently?

Confluence Investment Management has approximately 50 employees as of January 2021. These team members are located across 1 continents, including North America.

Who are Confluence Investment Management's key employees and leadership?

As of January 2021, Confluence Investment Management's key employees include:

Chief Executive Officer, Chief Investment Officer: M. K.
Chief Compliance Officer: S. F.
Chief Investment Officer - Value Equities: D. W.
Chief Investment Officer - Asset Allocation: G. E.
Chief Investment Strategist: P. F.

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