ABOUT BrianBrian is a senior 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.
Brian 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 1995 as a fixed income analyst, he worked in Commerce Bank’s commercial loan department as a credit analyst. He is responsible for the day-to-day management of the Commerce tax-exempt bond strategy.
Brian has a Bachelor of Arts degree in finance from Saint Louis University and also holds the Chartered Financial Analyst® designation.