ABOUT DonDon is a portfolio manager and team leader for Commerce Trust Company. 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.
Don 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. Don has more than 20 years of experience managing equity and fixed income portfolios for both institutional and individual clients.
Don holds a bachelor’s degree from University of Kansas, a master’s degree from Kansas State University, and Master of Business Administration degree from Rockhurst University. He holds the Chartered Financial Analyst® designation and is a member of both the CFA Institute and the Kansas City Society of Financial Analysts. Don serves as a board member for Johnson County Investment Review Board.