The Commerce Trust Team

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

Headshot of Commerce Trust's Chuck Freedman.

Chuck Freedman, CFA®, CAIA

Senior Vice President, Senior Portfolio Manager, Commerce Family Office

Chuck is a senior vice president and senior portfolio manager for Commerce Family Office. Chuck is a senior vice president and senior portfolio manager for Commerce Family Office. Upon gaining a thorough understanding of a client’s needs and goals as well as assessing the client’s entire financial situation, he works with our investment research team to construct a portfolio to help clients achieve their long-term goals. Chuck comprehensively represents our research and goals-based investment process, starting with the initial assessment and creation of an investment objective to ongoing evaluation and adjustments based on changing market and life circumstances. With a deep
knowledge of the market and experience in investment management, he serves clients with thought leadership, insight, and consulting services.

Chuck joined Commerce in October 2011. In total, he has more than 30 years of financial and investment experience, developing creative solutions for complex financial situations. More recently, he has specialized in managing significant individual equity portfolios as well as implementing complex
financial strategies that included the use of alternative investments.

Chuck holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations. He has also successfully completed the Certified Public Accountant exam. He earned his Master of Business Administration from the Kenan Flagler Business School at University of North Carolina.

The Chartered Financial Analyst® (CFA®) Charter is a designation granted by CFA Institute to individuals who have satisfied certain requirements, including completion of the CFA Program and required years of acceptable work experience. Registered marks are the property of CFA Institute.

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