ABOUT DerekDerek is a portfolio manager with the 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.
Derek 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.
Derek joined Commerce Trust in 2018. He has a bachelor of science degree in economics from Missouri Western State University Derek is also a graduate from Leadership St. Joseph, a program from the St. Joseph Chamber of Commerce.