Nick Fafoglia, CFA®Senior Vice President, Private Client Wealth Advisor
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ABOUT NickNick is a senior portfolio manager and team leader 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.
Nick 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. Nick has more than 25 years of portfolio management experience.
Nick has a Bachelor of Business degree in finance from Western Illinois University and is a Chartered Financial Analyst® charterholder. Nick is a past president of the CFA Society of St. Louis and a past director on its board of governors. He also serves as a volunteer at the CFA Institute. Additionally, Nick has served as treasurer of the Repertory Theatre of St. Louis and a past chair of Boy Scout Troop 808. Nick enjoys cooking, traveling, fitness, and learning new languages.