Chad is a private client advisor for the Commerce Trust. He serves as a consultant and relationship manager providing clients with personalized objective advice and oversight across all of our services, including trust administration, financial advisory services, private banking, and investment management. Chad facilitates all aspects of relationship management for the client team, including administering complex trusts, maintaining client communication, and coordinating with internal and external partners to deliver a superior client experience.
Prior to joining Commerce, Chad was a wealth advisor. He graduated with a bachelor of science degree in business management from Western Illinois University. He received his certificate of finance from Northwestern University and earned a master of business administration from the University of Illinois Urbana-Champaign.