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Awma Cynthia McKillip
Senior Portfolio Manager at Acropolis Investment Management, LLC
About
Awma Cynthia McKillip is a Senior Portfolio Manager at Acropolis Investment Management, LLC in St. Louis, MO, where she works closely with individuals, families, executives, and professionals to deliver tailored portfolio management and comprehensive financial services. She oversees investment strategies and client relationships, focusing on areas such as retirement planning, tax-efficient investing, and wealth management for high-net-worth clients.
Her investment expertise includes strategic asset allocation across domestic and international equities, fixed income, and alternative asset classes, with particular attention to personal financial goals and risk management for each client segment. Cynthia leverages her broad sector experience to optimize portfolio performance for diverse professionals, including physicians and executives.
With over three decades of experience in financial services, Cynthia previously served as Family CFO and Professional Consultant at Moneta Group and held key roles in investment services at TheBank of Edwardsville. She holds both a Master of Business Administration (MBA) and a Bachelor of Science in Business Administration from Maryville University of Saint Louis, and is a Certified Financial Planner (CFP®). Her notable contributions include implementing advanced tax and retirement strategies, supporting clients through major transitions, and upholding industry best practices in fiduciary advice.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Acropolis Investment Management, LLC | Senior Portfolio Manager | Dec 2014 to Present | My role as a wealth manager is to ensure that the overall plan for a client is individualized to best fit their needs. I stay in tune with the client and every opportunity is evaluated. I am passiona... |
| Moneta Group | Family CFO and Professional Consultant | Feb 2001 to Nov 2014 | As a Family CFO, I provided comprehensive financial planning to individuals, families, executives, physicians and other professionals. I helped clients map out a secure financial future. |
| TheBank of Edwardsville | Investment Services Representative | Nov 1992 to Feb 2001 | I provided brokerage services for bank clients, specializing in portfolio management through investing in stocks and mutual funds. I also helped develop and manage TheBank's Investment Services Depar... |
Education
Maryville University of Saint Louis
MBA, Master of Business Administration
2004 — 2006
Maryville University of Saint Louis
B.S., Business Administration and Management, General
Skills & Expertise
Others at Acropolis Investment Management, LLC (16)
| Name | Role | Location |
|---|---|---|
| Financial Trader | St. Louis, MO , United States | |
B Brad Combs | Senior Portfolio Manager | St. Louis, MO , United States |
| Portfolio Manager | St. Louis, MO , United States | |
| Partner | St. Louis, MO , United States | |
G Gary Melchior | Senior Portfolio Manager | St. Peters, MO , United States |
| Portfolio Manager | St. Louis, MO , United States | |
J Joseph Kelley | Portfolio Manager | Chesterfield, MO , United States |
| Partner | Saint Charles, MO , United States | |
| Partner | Chesterfield, MO , United States | |
| Senior Portfolio Manager | St. Louis, MO , United States |
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