Acropolis Investment Management, LLC
Address: 14755 N Outer 40 Rd # 100, Chesterfield, MO 63017 Phone: (636) 449-4900Category: Hours: Place name: Website: : : : : : : Website: https://acrinv.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Acropolis Investment Management LLC Posting publicly on the Web Write a review Reviews 1 Google review
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Acropolis Investment Management, LLC Employees
Acropolis Investment Management, LLC March 2013 - Present
Providence Bank January 2011 - March 2013
Providence Bank July 2010 - December 2010
Providence Bank May 2006 - June 2010
Education
Lindenwood University 2006 — 2010
Bachelor of Arts (BA), General Studies
Acropolis Investment Management, LLC June 2014 - Present
Lincare Holdings, Inc. June 2011 - June 2014
Lincare Holdings, Inc. October 2008 - May 2011
Skills
Building Relationships, Investment Advisory, Financial Planning, Asset Management, Retirement Planning, Wealth Management..., Investments, Customer Service, Securities, Portfolio Management
Education
UniversityofMissouriSt.Louis 2005 — 2006
Bachelor, Communications
University of Missouri-Columbia 2002 — 2005
Bachelor of Arts (B.A.), Communication and Media Studies
Acropolis Investment Management, LLC October 1999 - Present
Mark Twain Bank May 1990 - October 1999
Skills
Investment Management, High Net Worth..., Investment Advisory, Financial Services, Portfolio Management, Investments, Finance, Investment Strategies, Risk Management, Equities, Retirement Planning, Financial Analysis, Securities, Bonds, Fixed Income, Wealth Management..., Financial Advisory, Strategic Planning, Management, Bloomberg, Small Business, Asset Managment, Asset Management
Education
University of Missouri-Saint Louis 1986 — 1990
BSBA, Accounting and Economics
Acropolis Investment Management, LLC September 2004 - Present
Commerce Bank 2001 - 2004
Savvis 2000 - 2001
Skills
Fixed Income, Investment Management, Portfolio Management, Fixed Income Portfolio..., Investments, Bonds, Asset Management, ALM, Strategy, Investment Strategies, Capital Markets, Bloomberg, Financial Modeling, Wealth Management, Interest Rate Risk..., Credit Analysis, Alternative Investments, Equities, Valuation, Treasury Management, Retirement Planning, Asset Allocation, Investment Advisory
Education
Saint Louis University 1996 — 2000
Bachelor's degree, Economics
Acropolis Investment Management, LLC July 2013 - Present
Southern Illinois University Edwardsville August 2010 - May 2012
Southern Illinois University Edwardsville January 2009 - May 2010
University of Missouri - St. Louis January 2005 - May 2007
Skills
Investment Analysis, VBA, SAS Advanced, R, C++, SQL, Statistics, Investments, HTML
Education
Southern Illinois University, Edwardsville 2010 — 2013
Master's degree, Statistics and operation research
Southern Illinois University, Edwardsville 2008 — 2010
Master's degree, Applied Economics
University of Missouri-Saint Louis 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Plancorp, LLC March 2015 - Present
Acropolis Investment Management, LLC July 2007 - March 2015
Skills
Investments, Portfolio Management, Public Speaking, Fixed Income, Asset Allocation, Economics, Equities, Asset Management, Alternative Investments, Strategy, Securities, Writing, Blogging, Wealth Management, Asset Managment, Retirement Planning, Strategic Financial..., Investment Advisory, Investment Management
Education
DePauw University 2003 — 2007
Bachelor of Arts (B.A.), Economics & Management
Acropolis Investment Management, LLC August 2015 - Present
MRCT - Maher, Rosenheim, Comfort, & Tabash, L.L.C. July 2011 - Present
Independence Center May 2006 - July 2011
Summit Equity Group February 2005 - January 2006
U.S. Bank September 2004 - February 2005
JWT INSIDE September 1999 - September 2004
Skills
Strategic Planning, Event Planning, Fundraising, Employee Benefits, Management, Budgets, Strategic Financial..., Retirement Planning, Newsletters, Press Releases, Project Management, Employee Education, Benefits Communication, Advertising, Copywriting, Account Management, Sales, Media Planning
Education
Truman State University 1995 — 1999
B.A. of English, and B.A, Communication (Journalism emphasis)
Acropolis Investment Management, LLC October 2006 - Present
Thomson Reuters 2006 - 2006
First Horizon National Corporation 2004 - 2005
Charles Schwab October 1999 - July 2004
Skills
Investments, Portfolio Management, Investment Advisory, Retirement Planning, Wealth Management, Asset Allocation, Investment Strategies, Asset Management, Equities, Securities, Bonds, Mutual Funds, Financial Planning, Bloomberg, Fixed Income, Alternative Investments, Investment Management, Valuation, Risk Management, Strategic Financial..., Trading, Options, Financial Markets, Financial Services, FINRA, Financial Modeling, Fixed Annuities, Series 63, Series 7, High Net Worth..., Capital Markets, Estate Planning, Retirement, Uniform Combined State..., Financial Risk, Insurance, Financial Advisory, Loans, Mortgage Lending, Financial Planners, Wealth, 401k
Education
University of Missouri-Saint Louis 1994 — 1997
Bachelor of Science in Business Administration
University of Missouri-Columbia 1992 — 1993
Stifel Financial Corp. January 2013 - Present
Stifel Financial Corp. January 2012 - January 2013
Stifel Nicolaus December 2009 - January 2012
Acropolis Investment Management, LLC August 2009 - November 2009
Cantor Fitzgerald March 2008 - May 2009
RED BULL ENERGY DRINK August 2004 - March 2008
Skills
Bloomberg, Excel, Thomson One, Beta Systems, Morningstar, VBA, SQL, SQL Reporting, Series 7, Series 63, Microsoft Excel
Education
Webster University 2010 — 2012
MS, Finance
Saint Louis University 2003 — 2007
BA, Urban Affairs
DeSMET Jesuit H.S. 1999 — 2003
Acropolis Investment Management, LLC January 2013 - Present
Acropolis Investment Management, LLC January 2007 - Present
Rock Springs Farm and Greenhouses, Inc. 1990 - 2007
Skills
Investments, Portfolio Management, Retirement Planning, Customer Service, Asset Management, Management, Asset Managment, Retirement, Strategic Planning, Bonds, Bloomberg, Equities, Microsoft Office, Investment Management, Sales, Cust
Education
University of Arizona 1976 — 1980
BS, Horticulture
PwC December 2013 - Present
PwC February 2013 - December 2013
Accenture April 2011 - January 2013
Acropolis Investment Management, LLC November 2010 - December 2010
Skills
MS Project, Microsoft Word, Microsoft Excel, PowerPoint, SharePoint, ERP Oracle, HSSE, Collaboration, Functional Design, Project Management, Financial Analysis, Defect Tracking, HP Quality Center, Management Consulting, Spanish, ERP, PMO, Testing, Financial Modeling, Finance, Microsoft Project
Education
Ohio University 2007 — 2011
B.B.A., Finance
Loyola Marymount University 2007 — 2008
Acropolis Investment Management, LLC May 2011 - Present
Providence Bank October 2010 - June 2011
Premier Bank April 2004 - October 2010
Midwest BankCentre March 2003 - April 2004
US Bank December 2001 - March 2003
Skills
Portfolio Management, Investment Advisory, Strategic Financial..., Volunteering, Financial Planning, Investments, Finance, Strategic Planning, Customer Service, Loans, Banking, Wealth Management
Education
University of Missouri-Saint Louis
Bachelors, Finance
Acropolis Investment Management, LLC June 2015 - August 2015
Jeffrey Byrne + Associates, Inc. May 2014 - August 2014
Lifestylez Productions 2012 - 2014
E. Meier Contracting May 2013 - August 2013
Education
University of Missouri-Columbia 2011 — 2015
BS BA - Bachelor of Science in Business Administration, Finance and Banking
Stick with the Bottle May 2015 - Present
Innovo Solutions Inc. September 2014 - Present
McDonough Hilltop Business Strategy Challenge September 2013 - Present
Acropolis Investment Management, LLC May 2015 - July 2015
PACE (Property Assessed Clean Energy) May 2014 - May 2015
Congresswoman Wagner - U.S. House of Representatives October 2013 - March 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Photoshop, Public Speaking, English, Fixed Income Analysis, Analytics, Leadership, Time Management
Education
Georgetown University - The McDonough School of Business 2013 — 2017
Bachelor of Science in Business Administration, Finance and Global Business, Improved upon a 3.49 Freshman GPA to a complete Sophomore year with a 3.748 GPA
Saint Louis Priory High School 2008 — 2013
3.95 GPA
University of Oxford Summer Study Abroad
Crowe Horwath LLP January 2015 - Present
Illinois State University August 2010 - November 2014
Acropolis Investment Management, LLC May 2013 - August 2013
Nighthawk Woodworking May 2012 - August 2012
Skills
PowerPoint, Team-oriented, Microsoft Excel, Junxure, Customer Service, Training, Microsoft Word, Inventory, Sales, Outlook, Teamwork, Cashiering, Time Management
Education
Illinois State University 2010 — 2015
Accounting and Finance
Acropolis Investment Management, LLC May 2004 - Present
Electronic Data Systems July 2001 - May 2004
Sabre Holdings 1998 - June 2001
US Airways August 1989 - January 1998
Piedmont Aviation, Inc. July 1986 - August 1989
Skills
Portfolio Management, Retirement Planning, Asset Allocation, Asset Managment, Investments, Customer Service, Data Analysis, Process Improvement, Vendor Management, Technical Documentation, Text Editing, Management
Education
University of Missouri-Columbia 1982 — 1986
Bachelor’s Degree, Economics
Acropolis Investment Management, LLC November 2012 - Present
Acropolis Investment Management, LLC June 2009 - December 2012
Acropolis Investment Management, LLC July 2007 - June 2009
Skills
Portfolio Management, Investments, Asset Management, Investment Strategies, Fixed Income, Financial Modeling, Bonds, Bloomberg, Equities, Investment Advisory, Investment Management, Alternative Investments, Wealth Management, Retirement Planning, Asset Allocation, Valuation, Capital Markets, Equity Research
Education
Spring Hill College 2003 — 2007
Bachelor of Science (BS), Finance and Economics
St. Louis University High 1999 — 2003
Creative Planning Inc. March 2014 - Present
Acropolis Investment Management, LLC 2007 - February 2014
Skills
Asset Allocation, Investment Strategies, Wealth Management, Investment Advisory, Retirement Planning, Financial Modeling, High Net Worth...
Education
Lindenwood University
Bachelor of Arts (BA), Business Administration, Magna Cum Laude
Acropolis Investment Management LLC January 2006 - Present
Skills
Investments, Portfolio Management, Retirement Planning, Bloomberg, Financial Analysis, Bonds, Asset Managment, Fixed Income, Asset Allocation, Financial Modeling, Retirement
Education
Columbia College 1980 — 1984
Bachelor’s Degree, Business Administration, Magna Cum Laude
Moneta Group September 2012 - Present
Gallagher Retirement Services, a Division of Gallagher Benefit Services, Inc. November 2008 - September 2012
Acropolis Investment Management, LLC August 2007 - November 2008
Towers Perrin June 2007 - August 2007
MetLife June 1994 - February 2007
Education
The University of Kansas 1986 — 1990
BS, Business
Acropolis Investment Management, LLC August 2002 - Present
Mark Twain Bank January 1984 - December 1998
Skills
Investments, Portfolio Management, Asset Management, Retirement Planning, Risk Management, Customer Service, Investment Advisory, Asset Managment, Investment Strategies, Leadership, Financial Planning, Financial Modeling, Management, Financial Analysis, Wealth Management, Asset Allocation
Education
University of Missouri-Columbia 1976 — 1980
BS, Biochemistry
Acropolis Investment Management, LLC July 2007 - Present
Education
Drake University