ABOUT BretBret 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.
Bret 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. Prior to joining Commerce Trust in 2017, Bret was part of the Bank Training Program in 2016.
He earned his Bachelor of Science in business management from the University of Missouri-Columbia. Bret also earned his Master of Business Administration in finance from the University of Loyola-New Orleans.