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Confluence Investment Management Employee Directory

Financial ServicesMissouri, United States51-200 Employees

Confluence Investment Management is an independent Registered Investment Advisor in the Financial Services industry, based in St. Louis, Missouri, at 20 Allen Avenue Suite 300. It provides portfolio management and advisory services to institutional and individual clients. The firm's investment philosophy centers on independent fundamental research that blends market-cycle analysis, macroeconomic and geopolitical factors with a value-driven, company-specific approach. Its portfolio management process begins with risk assessment and seeks to position clients to meet income and growth objectives. The team comprises experienced investment professionals focused on client service and communication, and the firm develops innovative investment products and maintains a disciplined process across various economic and market cycles.

Find Confluence Investment Management employees' phone numbers or email addresses

Confluence Investment Management Global Highlights

Location
Employees

North America
58

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  • United States Of America
    58

Confluence Investment Management's Leadership

  • Stylized image of a person
    M. K.
    Chief Executive Officer, Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. E.
    Chief Investment Officer - Asset Allocation
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. W.
    Chief Investment Officer - Value Equities
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. F.
    Chief Investment Strategist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. O.
    Chief Market Strategist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. H.
    Svp & Chief Financial Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. K.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. S.
    Senior Vice President And Chief Financial Officer
    Phone icon
    Mobile Phone

Confluence Investment Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Information Technology
  • Entrepreneurship
  • Legal
  • Other
  • Accounting

Contact profiles from Confluence Investment Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. K.
    Equity Research
    Phone icon
    Mobile Phone
    United StatesMissouri
    Dec 23, 2025
  • Stylized image of a person
    K. S.
    Asset Allocation Committee Chair
    Phone icon
    Mobile Phone
    United StatesMissouri
    May 20, 2026
  • Stylized image of a person
    M. W.
    Regional Sales Associate
    Phone icon
    Mobile Phone
    United StatesMissouri
    Jun 25, 2026
  • Stylized image of a person
    S. L.
    Analyst, Asset Allocation
    Phone icon
    Mobile Phone
    United StatesMissouri
    Mar 24, 2026
  • Stylized image of a person
    M. F.
    Regional Sales Associate
    Phone icon
    Mobile Phone
    United StatesMissouri
    Jan 27, 2026
  • Stylized image of a person
    A. K.
    Regional Sales Associate
    Phone icon
    Mobile Phone
    United StatesMissouri
    Apr 15, 2026
  • Stylized image of a person
    P. A.
    Podcast Host
    Phone icon
    Mobile Phone
    Apr 14, 2026
  • Stylized image of a person
    J. L.
    Trader/Options Strategist
    Phone icon
    Mobile Phone
    United StatesMissouri
    Jun 01, 2026
  • Stylized image of a person
    P. C.
    Systems Administrator
    Phone icon
    Mobile Phone
    United StatesMissouri
    Mar 17, 2026
  • Stylized image of a person
    B. M.
    Analyst
    Phone icon
    Mobile Phone
    United StatesMissouri
    Apr 16, 2026

Frequently Asked Questions

What is Confluence Investment Management known for?

Minus sign iconPlus sign iconConfluence Investment Management was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 20 Allen Avenue Suite 300 St. Louis, Missouri United States; you can contact the main corporate office by phone at
+1-314-743-****
. 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 iconConfluence 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 iconConfluence Investment Management has approximately 51 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Confluence Investment Management's key employees and leadership?

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As of June 2026, Confluence Investment Management's key employees include:

  • Chief Executive Officer, Chief Investment Officer: M. K.
  • Chief Investment Officer - Asset Allocation: G. E.
  • Chief Investment Officer - Value Equities: D. W.
  • Chief Investment Strategist: P. F.
  • Chief Market Strategist: B. O.

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