ABOUT EdEd is a private client advisor for Commerce Trust. He serves as a consultant and relationship manager providing clients with personalized objective advice and oversight across all our services, including trust administration, financial advisory services, private banking, and investment management.
He 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 Trust in 2022, Ed held many roles in the financial industry. Most recently, Ed was a Senior Trust Advisor at UMB Bank Private Wealth Management from 2011-2022.
Ed earned his Master of Arts in management and his Bachelor of Arts in finance and management from Webster University. He holds the industry credentials for Certified Trust and Fiduciary Advisor (CTFA) and The Accredited Estate Planner® (AEP®). He is a member in good standing of the Institute of Certified Bankers, the Estate Planning Council of St. Louis and National Association of Estate Planners & Councils.