Confluence Investment Management

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

Location
Employees

North America
68

Minus sign iconPlus sign icon
  • United States Of America
    68

Confluence Investment Management's Leadership

  • Stylized image of a person
    M. K.
    Chief Executive Officer, Chief Investment Officer
    Phone icon
  • Stylized image of a person
    S. F.
    Chief Compliance Officer
    Phone icon
  • Stylized image of a person
    D. W.
    Chief Investment Officer - Value Equities
    Phone icon
  • Stylized image of a person
    G. E.
    Chief Investment Officer - Asset Allocation
    Phone icon
  • Stylized image of a person
    P. F.
    Chief Investment Strategist
    Phone icon
  • Stylized image of a person
    B. O.
    Chief Market Strategist
    Phone icon
  • Stylized image of a person
    W. O.
    Chief Market Strategist
    Phone icon
  • Stylized image of a person
    B. H.
    President
    Phone icon

Contact profiles from Confluence Investment Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. M.
    Operational Specialist
    Phone icon
    United StatesMissouri
    Sep 18, 2024
  • Stylized image of a person
    C. R.
    Marketing Intern
    Phone icon
    United StatesMissouri
    Dec 12, 2024
  • Stylized image of a person
    D. O.
    Investment Strategist & Osint Intelligence Analyst
    Phone icon
    United StatesMissouri
    Dec 12, 2024
  • Stylized image of a person
    D. O.
    Regional Sales Associate
    Phone icon
    United StatesMissouri
    Aug 04, 2024
  • Stylized image of a person
    D. O.
    Account Specialist
    Phone icon
    United StatesOhio
    Sep 12, 2024
  • Stylized image of a person
    D. H.
    Equity Analyst
    Phone icon
    United StatesMissouri
    Oct 17, 2024
  • Stylized image of a person
    J. W.
    Equity Research Analyst
    Phone icon
    United StatesMissouri
    Dec 11, 2024
  • Stylized image of a person
    J. K.
    Equity Research
    Phone icon
    United StatesMissouri
    Dec 12, 2024
  • Stylized image of a person
    L. K.
    Operations Specialist
    Phone icon
    United StatesMissouri
    Oct 17, 2024
  • Stylized image of a person
    P. C.
    Systems Administrator
    Phone icon
    United StatesMissouri
    Dec 11, 2024

Frequently Asked Questions

What is Confluence Investment Management known for?

Minus sign iconPlus sign icon
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 . Explore Confluence Investment Management's company overview page for more information.

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

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon

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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.