ABOUT DavidDavid is a portfolio manager for 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.
David 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. David has been with Commerce Bank since 2016.
David earned his bachelor of arts in economics and bachelor of science in business administration from William Jewell College in 2014 and a master of business administration from Rockhurst University in 2015. David is currently pursuing his Certified Financial Planner® designation. Outside of work, David enjoys spending time outdoors, traveling, golfing and cheering on the Kansas City and Missouri sports teams.