It Takes a Team to Unlock True Opportunity

More collaboration and more perspectives from a group of experienced specialists can create a truly personalized plan for building wealth.



HARNESS THE TRUE TEAM ADVANTAGE

Customization Comes
From Collaboration           



At Commerce Trust, our client philosophy guides our approach to private wealth management, which is simple: It’s advantageous to have a team in your corner. Because more collaboration and more perspectives from more disciplines converge to create a more personalized approach designed uniquely around your needs.

Client Philosophy

Customization

                 Not a Model Shop



We believe that no two clients are alike, so no two plans should be the same. That’s why nothing we do is mass-provided or model-based. Our teams are built around your needs with lending and portfolio management advice that aligns with your goals.

Our Story

Model Shop

A Legacy of Strength
and Stability                      



For more than a century, Commerce Trust has been a leading provider of investment management, financial planning, trust and private banking services. Our clients benefit from the insight gained by our experience administering over $68 billion in total client assets through all market cycles.1 Learn more about our approach to helping ensure your long-term success.

Our Approach

Legacy

Harness the power of Commerce Trust’s seasoned team of financial professionals that rallies around your vision and rises to meet your goals.

Leadership At Commerce Trust

Meet the people spearheading the more personalized approach to building wealth.

Handy-John

John Handy

President & Chief Executive Officer
Arshadi-Cathy

Cathleen Arshadi

Senior Vice President, Director of Financial Management
Boswell-Scott

Scott Boswell, 
CFA®, CEBS

President, West Region
Hagee-David

David Hagee

Chief Investment Officer
Jacoby-Jeff

Jeffrey Jacoby

President, East Region
Zietlow-Paul

Paul Zietlow

Chief Operating Officer

1As of December 31, 2023.

Commerce Trust is a division of Commerce Bank, Member FDIC.

How Can Our Team Help You Today?

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