Confluence Investment Management Employee Directory

Financial ServicesUnited 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
54

United States Of America
54

Confluence Investment Management's Leadership

M. K.
Chief Executive Officer, Chief Investment Officer
Mobile Phone
Email
G. E.
Chief Investment Officer - Asset Allocation
Mobile Phone
Email
D. W.
Chief Investment Officer - Value Equities
Mobile Phone
Email
P. F.
Chief Investment Strategist
Mobile Phone
Email
B. O.
Chief Market Strategist
Mobile Phone
Email
J. H.
Svp & Chief Financial Officer
Mobile Phone
Email
E. K.
Owner
Mobile Phone
Email
J. S.
Senior Vice President And Chief Financial Officer
Mobile Phone
Email

Contact profiles from Confluence Investment Management

Name

Title

Contact Info

Location

Last Update

B. B.
Director Of National Accounts
Mobile Phone
Email
United States
Oct 25, 2025
E. D.
Director Of Ria Relationships
Mobile Phone
Email
United StatesMissouri
Oct 23, 2025
J. G.
Senior Regional Sales Director
Mobile Phone
Email
United StatesConnecticut
Oct 01, 2024
S. F.
Regional Sales Director
Mobile Phone
Email
United StatesMissouri
Oct 21, 2024
T. W. K.
Advisory Director - Sales
Mobile Phone
Email
United States
Oct 21, 2025
T. H.
Director Of Strategic Planning
Mobile Phone
Email
United StatesSouth Carolina
Oct 24, 2025
W. O.
Advisory Director
Mobile Phone
Email
United StatesMissouri
Oct 23, 2025
A. R.
Director Of Operations
Mobile Phone
Email
United StatesMissouri
Jun 25, 2025
J. W.
Director Of Research
Mobile Phone
Email
UNITED STATES
Oct 22, 2024
J. B. B.
Portfolio Manager / Equity Analyst
Mobile Phone
Email
United StatesArizona
Sep 10, 2025

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 October 2025. These team members are located across 1 continents, including North America.

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

As of October 2025, Confluence Investment Management's key employees include:

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

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