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Financial Advisors in St. Louis

JAG actively manages focused equity and fixed income portfolios for individuals and families as well as institutions and intermediaries.

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Aligned investments to your mission

Active strategies that adapt with the market

Fiduciary stewardship you can rely on

Meet the JAG Capital Management Team

Norm Conley

CEO & Chief Investment Officer

David Patritti

Senior Financial Advisor

James Sindelar

Senior Vice President, Strategic Relationships

Christine Prinster

Client Service Coordination

Adam Dobin

Investment Operations Specialist

Alan Vogt

Vice President, Managing Director of Fixed Income

Bob Berger

Senior Operations Specialist, Fixed Income Strategy Supervisor

Charles O’Rourke, CFA®

Fixed Income Analyst

Dave Kingston

Director of Fixed Income

Eric Bruce

Portfolio Trading & Operations Associate

George Margvelashvili, CFA®

Equity Research Analyst

Greg Dunn

Strategic Relationships Associate

Kate Hurt

Senior Vice President of Operations

Linda Wolff

Controller & Vice President

Matthew R. Walsh

Vice President, Portfolio Manager

Michael P. Walsh

Vice President, Portfolio Manager

Mike Buck, CFA®

Quantitive Analyst

Roberta Maue

Senior Vice President, Direction of Equity Trading & Portfolio Operations

Sandy Shotwell-Cain

Vice President, Director of Institutional Client Service

Tucker O’Neil

Equity Research Analyst

Is Your Retirement Income Built to Last?

Discover potential income gaps, optimize your withdrawal strategy, and ensure your plan meets your long-term goals.

Schedule your Financial Consultation with JAG Capital Management.

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Financial Advisors serving St. Louis, MO

institutional investment st louis

We are a firm of experienced financial advisors serving St. Louis, Missouri, offering a comprehensive range of services to individuals and families in the greater St. Louis metropolitan area. As a fiduciary, our team provides personalized financial guidance with a focus on disciplined investment management, purposeful diversification, and long-term planning.

What sets us apart is our ability to provide institutional-grade strategies with a transparent fee structure, while helping individuals and families navigate complex financial decisions with clarity. 

Whether you’re planning for retirement or seeking ongoing support in managing your investments, our goal is to offer experienced, tailored advice that meets your unique financial needs.

The Role of Financial Advisor is One We Take Seriously

  • Phone calls and emails are returned promptly.
  • We serve clients as a team. This aids in objectivity, sound decision-making, and continuity of client service.
  • We consider the risk implications of the recommendations we make and use tools like Nitrogen to align your portfolio with your real risk tolerance.

What makes a great financial advisor?

We believe a great financial advisor listens to your goals, offers personalized advice, and has experience in markets, investments, and long-term financial planning. They prioritize your interests, build trust, and are proactive in helping you navigate life’s changes. With transparency and availability, they empower you to make informed decisions aligned with your long-term goals.

Areas Our Financial Advisor Team Covers

LEGACY PLANNING STRATEGIES

As your financial advisor, we help you design a legacy-planning strategy to preserve wealth and ensure your assets are passed down smoothly and efficiently. Our approach helps align your financial decisions with your long-term goals by collaborating with estate and tax advisors.

PORTFOLIO & INVESTMENT PLANNING

As St. Louis financial advisors, we help clients navigate investment decisions through institutional-quality strategies and disciplined portfolio construction. Our approach focuses on building diversified portfolios designed to manage risk and capture long-term opportunities. One of our financial advisors will work with you to assess your current investments, goals, and time horizon, and then develop a personalized strategy to help align your portfolio with your objectives.

INCOME PLANNING

Income planning is a crucial service offered by our St. Louis financial advisor team. This service is designed to help individuals manage their income streams efficiently throughout retirement. A financial advisor will work with you to assess your current income sources and develop a personalized plan to help optimize your cash flow. By carefully analyzing your needs and goals, your financial advisor will help you build a plan that fosters financial confidence and long-term sustainability.

RETIREMENT PLANNING

Preparing for retirement requires more than simply accumulating assets. Our retirement planning approach helps individuals and families think through income, risk, and long-term sustainability. We work to create a strategy that supports clarity, confidence, and a better understanding of what your financial future may look like.

FULL FINANCIAL PLANNING

Navigating your financial life can be overwhelming. Through tools like eMoney, we help you understand the full picture—your investments, goals, and long-term projections—so you can make more informed decisions.

Experienced Financial Professionals

JAG Capital Management is an independent, veteran-owned and operated investment firm based in St. Louis, Missouri. The firm traces its roots back decades and has built a reputation for disciplined investing and long-term client relationships. We focus on helping individuals and families build, manage, and preserve wealth through active investment strategies.

The JAG Financial Advisor Team: Our Unique Distinction

Institutional-Quality Investment Strategies

We bring institutional-level investment strategies to individuals and families.

Data-Driven Risk Alignment


We use tools like Nitrogen to help align your portfolio with your actual risk tolerance.

Independent, Client-Focused Advice

We operate independently, allowing us to prioritize client outcomes and long-term success.

Frequently Asked Questions Our St. Louis Clients Ask

How often will I need to meet my financial advisor?

We tailor our meeting schedule to suit each client’s individual needs, agreeing on a frequency that aligns with your objectives. Meetings can be held annually, semi-annually, or quarterly, determined by your needs. Rest assured, whatever cadence we settle on, JAG Capital Management will ensure you remain well-informed every step of the way.

What is included in your financial planning services?

JAG offers discretionary wealth management services for individuals and families, along with financial planning tailored to personal goals and priorities.

As part of our standard service approach, JAG’s Financial Professionals review client accounts on a quarterly basis. Investment recommendations may include a range of asset classes, such as:

  • Equities
  • Fixed income securities
  • Exchange-traded funds (ETFs)
  • Mutual funds
What is the minimum investment required to work with JAG Capital Management?

At JAG Capital Management, the minimum investment amount is generally $500,000.

In certain cases, minimums may vary based on individual circumstances. 

Additional information about our services can be found in Items 4 and 7 of Form ADV Part 2A.

How are your fees structured?

JAG maintains a standard fee schedule that is tiered based on asset values. Specific terms are outlined in your advisory agreement and further described in our Form ADV Part 2A. You can also schedule a consultation to learn more about our services and fee structure.

Can JAG coordinate with my other advisors?

Yes — we regularly collaborate with your CPA, estate attorney, and other professionals. We also maintain relationships with professionals in these spaces that we can refer you to. The goal is a more unified, efficient approach to your financial life.

What should I expect when getting started?

We begin by understanding your goals, priorities, and full financial picture. From there, we build a strategy designed to support your life—not just your portfolio.

What makes the JAG client experience different?

We prioritize clarity, transparency, and responsiveness at every step. You’ll always understand what you own, why you own it, and how it fits into your broader financial plan.

Gain the Financial Clarity You Deserve

Start a conversation about how JAG Capital Management 

can create a portfolio and plan that’s as unique as you are.

Important Notice

This document contains investment performance information and is intended solely for Institutional Investors and Financial Intermediaries.

By clicking "Accept" below, you confirm that you are:

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This material is not intended for retail investors and should not be distributed or relied upon by any person other than the intended audience. Performance data presented may be based on past results, which do not guarantee future performance.

If you do not meet the qualifications above, please click "Decline" to return to the homepage.

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Important Notice

This document contains investment performance information and is intended solely for Institutional Investors and Financial Intermediaries.

By clicking "Accept" below, you confirm that you are:

  • An Institutional Investor (as defined by applicable securities laws), or
  • A Financial Intermediary accessing this information in the course of your professional duties.

This material is not intended for retail investors and should not be distributed or relied upon by any person other than the intended audience. Performance data presented may be based on past results, which do not guarantee future performance.

If you do not meet the qualifications above, please click "Decline" to return to the homepage.

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Important Notice

This document contains investment performance information and is intended solely for Institutional Investors and Financial Intermediaries.

By clicking "Accept" below, you confirm that you are:

  • An Institutional Investor (as defined by applicable securities laws), or
  • A Financial Intermediary accessing this information in the course of your professional duties.

This material is not intended for retail investors and should not be distributed or relied upon by any person other than the intended audience. Performance data presented may be based on past results, which do not guarantee future performance.

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eMoney

eMoney is an industry-leading financial planning platform designed to help advisors, planners, and RIAs deliver personalized, comprehensive financial advice to clients across all stages of life.

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Nitrogen

Nitrogen is a client-engagement and advisor platform built to bring clarity, quantification, and alignment to risk tolerance and portfolio construction. It uses a proprietary system that simplifies risk into a single, objective metric — the Risk Number® — allowing advisors and clients to speak the same language about risk, rather than relying on vague, subjective labels like “moderate” or “aggressive.”

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Important Notice

This document contains investment performance information and is intended solely for Institutional Investors and Financial Intermediaries.

By clicking "Accept" below, you confirm that you are:

  • An Institutional Investor (as defined by applicable securities laws), or
  • A Financial Intermediary accessing this information in the course of your professional duties.

This material is not intended for retail investors and should not be distributed or relied upon by any person other than the intended audience. Performance data presented may be based on past results, which do not guarantee future performance.

If you do not meet the qualifications above, please click "Decline" to return to the homepage.

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