Your Team
Our clients benefit from the numbers
- A professional, skilled staff of more than 600 employees
- Access to an in-house investment research team of approximately 75 professionals who average 21 years of experience in portfolio management
- The knowledge of veteran private client advisors who average 26 years of experience in client service the insight that comes with administering more than $62.6 billion of total client assets through all market cycles*
At the center of your team is the relationship manager who acts as the primary point of contact for you, while also coordinating activities and sharing information with the rest of the team and other internal resources. Although you should expect frequent communication from all members of your team, your relationship manager makes it easy to quickly engage with Commerce Trust. Collectively, your team is prepared to offer guidance in a wide range of solutions to help fulfill all of your financial service needs.
YOUR DEDICATED CLIENT SERVICE TEAM
WEALTH MANAGEMENT CONSULTANT
Evaluates your situation, gathers information, presents our capabilities and assembles the in-house team.
PRIVATE CLIENT ADVISOR
Helps you develop a financial roadmap based on your personal and family goals and is responsible for coordinating the efforts of other team members and external advisors.
PORTFOLIO MANAGER
Creates and monitors your investment portfolio based on your objectives and risk tolerance.
PRIVATE BANKER
Aligns your daily banking needs, such as credit cards, loans and online banking, with other aspects of your plan.
FINANCIAL ADVISORY SERVICES
An internal team of specialists to support your needs such as financial planning, estate planning, tax, insurance services, real estate management, family business consulting and other special services.
* Based on assets under administration (AUA) as of March 31, 2021.