Wealth Management in St. Louis

    St. Louis Office

    For more than a century, Commerce Trust has been a leading provider of investment management, financial planning, trust, family office and private banking services. 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 converge to create a more personalized approach designed uniquely around your needs.

    8000 Forsyth Boulevard
    Suite 700
    St. Louis, Missouri 63105

    314-746-7329

    Office Location Team

    Paul Lewis

    Executive Vice President, Market Executive

    Angie Ackerman

    Vice President, Private Banking Relationship Manager

    Scott Arnold

    Vice President, Institutional Services Consultant

    Cathy Arshadi

    Senior Vice President, Director of Financial Management

    Carson Baniak

    Senior Portfolio Manager Associate

    Elizabeth Bartlett

    Trust Officer, Financial Planner

    John Bascio

    Vice President, Institutional Administration Team Leader

    Clayton Bax

    Vice President, Portfolio Manager

    Vanessa Bednara

    Trust Officer, Private Client Advisor

    Matt Boschert

    Senior Vice President, Private Banking Relationship Manager

    Steve Bredbenner

    Senior Vice President, Portfolio Manager Team Leader

    Crystal Burns

    Vice President, Wealth Management Consultant

    Kevin Casteel

    Assistant Vice President, Financial Planner

    Lauren Clouston

    Private Banking Relationship Manager

    Arthur Clyne

    President of Markets

    Michael Cody

    Senior Vice President, Director of Fixed Income Trading

    Scott Colbert

    Executive Vice President, Chief Economist and Director of Fixed Income Management

    Paula Curtit

    Senior Vice President, Private Client Advisor

    Zack Derrico

    Wealth Management Associate

    Bradley Dieck

    Senior Vice President, Portfolio Manager

    Lora Downey

    Vice President, Institutional Administration Team Leader

    Thomas Durfee

    Senior Vice President, Senior Private Banking Relationship Manager

    Joseph Einsporn

    Assistant Vice President, Private Banking Relationship Manager

    Adam Emig

    Vice President, Senior Investment Analyst

    Lisa Erken

    Senior Vice President, Private Client Wealth Advisor

    Kevin Ertl

    Vice President, Senior Private Banking Relationship Manager

    Nick Fafoglia

    Senior Vice President, Private Client Wealth Advisor

    Hugo Figueira

    Assistant Vice President, Private Banking Relationship Manager

    Cheryl Finn

    Vice President, Senior Portfolio Manager

    Aimee Foley

    Vice President, Private Client Advisor

    Michael Foster

    Senior Vice President, Private Client Advisor

    Chuck Freedman

    Senior Vice President, Senior Portfolio Manager, Commerce Family Office

    Robin Glavaz

    Vice President, Wealth Management Consultant

    David Hagee

    Executive Vice President, Chief Investment Officer

    John Handy

    President and Chief Executive Officer

    Martha Heinzmann

    Vice President, Private Client Advisor

    David Hertlein

    Vice President, Senior Private Banking Relationship Manager

    Guy Hockerman

    Senior Financial Planning Manager

    Andy Hoffman

    Senior Vice President, Private Client Advisor

    Carla Hsie

    Vice President, Estate Settlement Advisor

    Brian Humes

    Managing Director, Commerce Family Office, St. Louis

    Jeffrey Jacoby

    President, East Region

    John Kennedy

    Vice President, Portfolio Manager

    Michael Kenney

    Private Client Advisor Specialist

    Sam Kim

    Portfolio Manager

    Beth Kinzel

    Senior Vice President, Private Client Wealth Advisor

    Brad Landsbaum

    Senior Vice President, Private Client Advisor

    Edward Lane

    Senior Vice President, Private Client Advisor Team Leader

    Scott LaPresta

    Senior Vice President, Director of Private Client Advisors

    Nong Lin

    Senior Vice President, Director of Quantitative Equity Research

    Kimberly Livingston

    Vice President, Senior Private Client Advisor

    Mitch Markus

    Vice President, Private Banking Relationship Manager

    Brenda Martinez

    Financial Planning Analyst

    Nicole Maddock

    Trust Officer, Family Office Private Client Advisor

    Bret McCann

    Trust Officer, Portfolio Manager

    Tara McConkey

    Senior Vice President, Director of Portfolio Management – East Region

    Scott Mosley

    Senior Vice President, Family Office Private Client Advisor

    Brian Musielak

    Senior Vice President, Portfolio Manager Team Leader

    Anthony Nydegger

    Closely-Held Business Advisor

    Ryan O'Kane

    Private Client Advisor

    Rachel O'Shia

    Senior Vice President, Senior Portfolio Manager

    Cindy Rapponotti

    Senior Vice President, Senior Portfolio Manager

    Dan Rice

    Institutional Relationship Administrator

    Nicole Rose

    Private Client Advisor

    Brent Schowe

    Senior Vice President, Director of Fixed Income Research

    Chris Smith

    Vice President, Private Client Advisor

    Kathleen Springer

    Senior Vice President, Private Banking Relationship Manager

    Patty Steinbach

    Vice President, Wealth Management Consultant

    Brett Stewart

    Vice President, Team Lead, Investment Analysis

    Tiffany Taylor-Thomas

    Senior Vice President, Family Office Services Relationship Manager

    Sergio Tekeli

    Officer, Private Client Advisor

    Rakesh Uthamchand

    Vice President, Team Lead, Investment Analysis

    Brian Vomund

    Senior Vice President, Wealth Management Consultant

    Bill Welch

    Vice President, Investment Analyst

    Kevin Westerheide

    Vice President, Portfolio Manager

    Robert Whitney

    Vice President, Senior Financial Planner
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