Cortland Associates Inc.

Cortland Associates Inc. (CRD# 104681) is a financial advisory firm headquartered in Saint Louis, MO. They manage $788,000,000 in 396 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
8000 Maryland Avenue, Suite 730, Saint Louis, MO 63105
https://www.cortlandassociates.com
By the Numbers
  • Total Assets Under Management
    788
    MILLION
  • Total Number of Accounts
    396
    ACCOUNTS
  • Average Account Value
    $1,989,899
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, IL, IN, MA, MI, MO, NC, NE, NJ, NY, TX, VA

Financial Advisors at Cortland Associates Inc.
Showing 1 - 4 of 4 top financial advisors.
1
William Carey, financial advisor Saint Louis MO
William M. Carey
CRD#: 1793529
8000 Maryland Avenue, Suite 730, Saint Louis, MO 63105

William Carey (CRD# 1793529) is an Investment Advisor Representative working at Cortland Associates Inc. in Saint Louis, MO and has over 34 years of experience in the finance industry.

2
John O'keefe, financial advisor Saint Louis MO
John D. O'keefe
CRD#: 351703
8000 Maryland Avenue, Suite 730, Saint Louis, MO 63105

John O'keefe (CRD# 351703) is an Investment Advisor Representative working at Cortland Associates Inc. in Saint Louis, MO and has over 36 years of experience in the finance industry.

3
Thomas Podlesny, financial advisor Saint Louis MO
Thomas R. Podlesny
CRD#: 1447010
8000 Maryland Avenue, Suite 730, Saint Louis, MO 63105

Thomas Podlesny (CRD# 1447010) is an Investment Advisor Representative working at Cortland Associates Inc. in Saint Louis, MO and has over 31 years of experience in the finance industry.

4
Matthew Hicks, financial advisor Ridgefield CT
Matthew J. Hicks
CRD#: 1282087
Ridgefield, CT

Matthew Hicks (CRD# 1282087) is an Investment Advisor Representative working at Cortland Associates Inc. in Ridgefield, CT and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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