ABOUT JamesJames is a 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.
James 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. He joined Commerce in 2021 with more than 20 years of experience in the financial industry.
James received his Bachelor of Business Administration in finance and economics and his Master of Business Administration in financial management from the University of New Mexico. In addition, James has earned the Chartered Financial Analyst designation. He is a member of the CFA Institute and CFA Society of Chicago.