ABOUT DavidDavid is a portfolio manager for Commerce Trust Company. 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.
David 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 institutional circumstances. With a deep knowledge of the market and experience in investment management, he serves clients with thought leadership, insight, and consulting services.
David has been with Commerce Bank for 20 years. Additionally, David is co-chair of the ERISA Committee, which is responsible for the development and oversight of the 401(k) and the defined benefit lines of business. He is also a member of the Investment Policy Committee, which is responsible for setting the asset allocation process.
David earned his Bachelor of Arts from Washington University in St. Louis in 1998. Additionally, he is a member of the CFA Institute and the St. Louis Society of Financial Analysts as well as a board member and Treasurer of Aim High St Louis and serves on the Investment Committee of the Center of Creative Arts (COCA) and the International Institute.