ABOUT JeremyJeremy is a senior portfolio consultant 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.
Jeremy comprehensively represents our research- and goals-based investment process, starting with the initial assessment and creation of an investment policy statement 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.
Jeremy joined Commerce in 2015 and has more than 15 years of industry experience. Prior to joining Commerce, he was a senior portfolio manager with UMB Bank working with high net worth and institutional relationships.
Jeremy earned his Bachelor of Science in business administration and marketing from the University of Kansas. Additionally, he holds the CERTIFIED FINANCIAL PLANNER™ certification. Jeremy is an active member at St. Michael the Archangel Catholic Parish and serves as a mentor in the KU School of Business Mentorship Program.