ABOUT JasonJason 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.
Jason 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. Prior to joining Commerce Trust in 2016, Jason worked as a portfolio manager and has over 19 years of investment experience.
He has a bachelor of science degree from Missouri Western State University and is a Lieutenant Colonel of the Missouri Air National Guard. Jason is the chairman of the Missouri Western State University Foundation and a board member for the United Way of Greater St. Joseph. Previously, Jason was the treasurer for the United Way of Greater St. Joseph and the 2015 Campaign Chair raising more than three million dollars for local partner agencies and United Way initiatives.