ABOUT CindyCindy is a senior portfolio manager and chair of the Alternative Investments Strategy Committee 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, she works with our investment research team to construct a portfolio to help clients achieve their long-term goals.
Cindy 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, she serves clients with thoughtful leadership, insight, and consulting services. Cindy has more than 30 years of experience in portfolio management and financial analysis.
Cindy received her Bachelor of Arts from Loyola University in Chicago and her Master of Business Administration from the University of Chicago Booth School of Business. She holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of St. Louis. Cindy holds the Chartered Alternative Investment Analyst designation and is a member of the CAIA Association. She is a graduate of the Focus St. Louis (CORO) Women in Leadership program. Cindy serves on the board of the Clayton Community Foundation and chairs the Investment Committee of the Center of Creative Arts (COCA).
She is active with the Greater St. Louis Boy Scouts Council. Cindy plays tennis in recreational leagues. She is captain of several women's and mixed teams and plays in tournaments throughout the United States. Cindy also enjoys playing trivia to support charitable organizations.