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Awma Cynthia McKillip

Awma Cynthia McKillip

Senior Portfolio Manager at Acropolis Investment Management, LLC

St. Louis, MO , United States

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

OrganizationRoleDate RangeDetails
Acropolis Investment Management, LLCSenior Portfolio ManagerDec 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 GroupFamily CFO and Professional ConsultantFeb 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 EdwardsvilleInvestment Services RepresentativeNov 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

Investments
Retirement Planning
Estate Planning
Mutual Funds
Asset Management
Risk Management
Asset Allocation
Portfolio Management
Financial Modeling
Retirement
Wealth Management
Investment Advisory
Tax
Financial Analysis
Finance
Investment Management
Asset Managment
Community Outreach
Management
Strategic Planning
Microsoft Excel
Project Management

Others at Acropolis Investment Management, LLC (16)

NameRoleLocation
Alex Umble
Alex Umble
Financial TraderSt. Louis, MO , United States
B
Brad Combs
Senior Portfolio ManagerSt. Louis, MO , United States
Ched Wagner
Ched Wagner
Portfolio ManagerSt. Louis, MO , United States
Cliff Reynolds
Cliff Reynolds
PartnerSt. Louis, MO , United States
G
Gary Melchior
Senior Portfolio ManagerSt. Peters, MO , United States
John McClelland
John McClelland
Portfolio ManagerSt. Louis, MO , United States
J
Joseph Kelley
Portfolio ManagerChesterfield, MO , United States
Marie Tustin
Marie Tustin
PartnerSaint Charles, MO , United States
Michael Lissner
Michael Lissner
PartnerChesterfield, MO , United States
Michele Clark
Michele Clark
Senior Portfolio ManagerSt. Louis, MO , United States
Showing 1-10 of 16 team members

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