George Foldesy, IVVice President, Portfolio Manager
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ABOUT GeorgeGeorge 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. George 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.
He joined Commerce Trust in 2014 and has a bachelor of science degree in corporate finance from Arkansas State University and a master in business administration degree from Southern Methodist University. George is a CFA Level II candidate.
George is a board and committee member for the Oklahoma Aquarium Foundation and a committee member for the Parent & Child Center.