ABOUT ChrisChris is a senior portfolio manager and team leader with Commerce Trust, providing investment advice and portfolio management services in the Bloomington, Champaign, and Peoria markets. 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. Chris comprehensively represents our research- and goals-based investment process, from 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 Bank in 2004, he managed a large investment advisory firm that catered to high net worth individuals. Chris also has experience as a securities lending trader, assisting in the loaning of domestic equities, corporate debt, and international securities.
He earned his bachelor of science degree in computer science in 1985 and his master of business administration degree in 1987 from Bradley University. Chris has earned the Chartered Financial Analyst® designation. Chris serves on the Illinois Wesleyan University Client Board, which oversees the student-managed portfolio.