ABOUT ChuckChuck is a senior vice president and senior portfolio manager within the family office services group of Commerce Trust. 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.
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 degree from the Kenan-Flagler Business School at University of North Carolina. Chuck currently serves on the Board of Directors and Executive Committee of the Clayton Century Foundation. Previously, Chuck served on the Board of Central Reform Congregation and served as their Treasurer. Chuck enjoys spending time with his wife and two daughters. He enjoys watching baseball, reading, music, traveling and exercising.