ABOUT JeffJeff is a portfolio manager with the 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. Jeff 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 his current role, Jeff provided support for the director of portfolio management as well as the Investment Policy, Alternative Investment Strategy, and Equity Strategy committees.
He has a bachelor of business administration degree in finance from the University of Missouri. He is currently working on obtaining his Certified Financial Planner® designation.