Understanding Donor-Advised Funds and Private Foundations
Key Takeaways Donor-advised funds and private foundations are widely used for charitable giving. Each giving vehicle...
The Commerce Trust Team
Meet the people spearheading the more personalized approach to building wealth.
Dalton J. Burkeybile
Portfolio Manager
Dalton is a portfolio manager with 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. Dalton comprehensively represents our research-and goals-based investment process, starting with the initial assessment and reaction 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, Dalton serves clients with thought leadership, insight, and consulting services.
Dalton joined Commerce Bank in 2017 as a bank teller and was a part of the Bank Training Program in 2018. In 2019, he joined Commerce Trust as a Financial Services Analyst.
Dalton earned a Bachelor of Science in business administration at the University of Missouri. Outside of the office, Dalton likes hiking and snowboarding. He also enjoys attending a Cards, Blues, or St. Louis City sporting event.
Start a conversation with Dalton
314-746-8749 dalton.burkeybile@commercebank.com Connect on LinkedIn
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