Josh Hartman, CWS®Vice President, Wealth Management Consultant
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ABOUT JoshJosh is a wealth management consultant for Commerce Trust. He facilitates the introduction of our prospective clients to a comprehensive service team which includes private banking, investment management, trust administration, and financial planning.
Josh provides an integrated and seamless client experience as we partner with clients to meet their long-term goals and objectives. Prior to joining Commerce in 2015, Josh worked for an international financial services organization and a large regional bank. He received his Bachelor of Arts from the University of Notre Dame, his Master in Business Administration degree from Webster University and the Certified Wealth Strategist® designation from the Cannon Financial Institute.
He is active in the community having served as a board member for Big Brothers Big Sisters, President of the Springfield Police & Fire Pension Fund, President of the Notre Dame Club of the Ozarks and member of the Professional Advisors Council for the Community Foundation of the Ozarks.