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Thomas P

Series 65

St. Louis, MO

Cortland Associates Inc

Thomas Podlesny is a financial advisor with Cortland Associates Inc. in St. Louis, MO, holding a Series 65 designation and 28 years of industry experience. He has been with Cortland Associates since 1992. Outside of his advisory role, he is a managing member of several entities that manage investments in Chinese antiquities. Cortland Associates is a fee-based investment adviser managing discretionary equity and balanced portfolios for individuals, trusts, pension plans, and endowments. The firm employs a value-oriented, all-cap equity strategy combined with investment-grade fixed income, overseeing over $1 billion in discretionary assets with a small team.

Active portfolio management
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William C

Series 63, Series 65

St. Louis, MO

Cortland Associates Inc

William Carey is a financial advisor at Cortland Associates Inc. in St. Louis, Missouri, with 28 years of industry experience. He has been with Cortland Associates since 1989 and holds Series 63 and Series 65 licenses. Carey is also a managing member of several entities that manage investments in Chinese antiquities. Cortland Associates is a fee-based investment adviser serving individuals, trusts, retirement plans, endowments, and similar organizations, managing approximately $958 million in client assets. The firm employs an all-cap value equity strategy combined with customized balanced portfolios and uses detailed fundamental research to guide its discretionary investment decisions.

Active portfolio management
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John O

Series 63

St. Louis, MO

Cortland Associates Inc

John O'Keefe is a financial advisor at Cortland Associates Inc with 55 years of industry experience. He holds a Series 63 designation and has worked at Cortland Associates since 2017, following an eight-year tenure at Ameriprise Financial Services, Inc. Cortland Associates is a fee-based investment adviser managing discretionary equity and balanced portfolios for individuals, trusts, pension plans, and endowments. The firm employs a value-oriented, all-cap equity strategy combined with investment-grade fixed income, using fundamental analysis and maintaining focused portfolios with regular performance reviews.

Active portfolio management
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