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Kris Anderson

Kris Anderson

Principal at ST. Louis Trust Co.

Belleville, IL , United States

About

Kris Anderson, CFA, is a Principal at ArchBridge Family Office in Belleville, IL, where he serves as an outsourced CFO for a select group of ultra-high-net-worth families across the country. His primary responsibilities include the development, coordination, and implementation of comprehensive cash flow, investment, tax, and estate planning strategies, particularly in situations where family operating businesses are involved. In this role, he also helps engage next-generation family members and acts as a trusted conduit for bridging personal and business financial interests.

Kris specializes in investment strategy across multiple asset classes, with a focus on private wealth management, multi-generational estate planning, and the integration of family enterprise assets into long-term investment portfolios. He has expertise in simplifying complex financial structures and administrative processes for clients with diverse holdings, including both public and private assets.

Before joining ArchBridge, Kris spent five years as a Portfolio Manager at US Trust, Bank of America Private Wealth Management, and worked as Manager at The St. Louis Trust Company, where he deepened his expertise in portfolio construction and holistic client strategy. He holds a Bachelor of Science in Finance from Missouri State University, a Master of Science in Finance from Webster University, and is a CFA charterholder and a member of the CFA Society of St. Louis.

Career History

OrganizationRoleDate RangeDetails
ArchBridge Family OfficePrincipalJul 2018 to Present
The St. Louis Trust CompanyManagerMar 2015 to Jul 2018
US TrustPortfolio ManagerJul 2012 to Mar 2015
US TrustPortfolio Management AssociateFeb 2010 to Aug 2012
Thomson ReutersFinancial Markets SpecialistMay 2007 to Jan 2010
Northwestern Mutual Financial NetworkFinancial AdvisorApr 2006 to May 2007
Prudential FinancialFinancial RepresentativeSep 2003 to Apr 2006

Education

Webster University

Masters, Finance

2009 2010

Missouri State University

Bachelor of Science

2003

Missouri State University

Bachelors, Finance

1999 2003

Skills & Expertise

Asset Allocation
Wealth Management
Portfolio Management
Mutual Funds
Investments
Strategic Financial Planning
Financial Analysis
Financial Modeling
Equities
Asset Management
Investment Strategies
Finance
Retirement Planning
Investment Advisory
Investment Management
Alternative Investments
Strategic Planning
Financial Planning
Program Management
Microsoft Office
Public Speaking
Shiloh
Estate Planning
Financial Advisory
Core Professional Strengths
Employee Benefits
Nasd
Insurance
Multi Tasking
Add Ins
Networking
Construct
System
Essentials
Written
Life Insurance
Strategies
Uniform Combined State Law
Competition
Diligent
Microsoft Excel
Training
Reuters
Disability Insurance
Organizational Structure
Long Term Care Insurance
Succession Planning
Management
Trustworthy
Financial Markets
Trains and Add Rails
American
Research
Problem Solving
Science
Foundations
Health Insurance
Technical Issues
Investment Portfolios
Presentations
Analysis
Series 7
Accident
Anticipate
Websites
Aid
Data Center
Cloud Computing
Linux
PHP
Web Development
Network Administration
Virtualization
Leadership
Hosting
Server Administration
Servers
CRM
Technical Management
Pre Sales
MySQL
Windows
Google Analytics
Online Marketing
JavaScript
Databases
Cisco Technologies
Troubleshooting
Process Scheduler
Apache
Salesforce.com
Google Webmaster Tools
Pre Sales Technical Support
SaaS
Technical Support
Solution Selling
Executives
AJAX
VoIP
Scheduling
Windows Server
Organizational Leadership
Customer Satisfaction
Strategic Partnerships
Network Security
Professional Communication
Computer Hardware
Integration
Enterprise Software
Professional Services
Security
Hardware
Information Security
Cyber Security

Others at ST. Louis Trust Co. (16)

NameRoleLocation
A
Anna Bertman
PrincipalSt. Louis, MO , United States
Elizabeth Goldenberg
Elizabeth Goldenberg
PrincipalSt. Louis, MO , United States
G
Greg Stokke
PrincipalSt. Louis, MO , United States
Harrison Ivie
Harrison Ivie
Investment AssociateSt. Louis, MO , United States
Katie Fakonas
Katie Fakonas
PrincipalSt. Louis, MO , United States
T
Tyler Schwieterman
PrincipalSt. Louis, MO , United States
V
Voula Francis
PrincipalSt. Louis, MO , United States
Alex Bates
Alex Bates
PrincipalSt. Louis, MO , United States
Jennifer Juris
Jennifer Juris
PrincipalSt. Louis, MO , United States
K
Katie Sanders
AssociateSt. Louis, MO , United States
Showing 1-10 of 16 team members

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