Matt Schmitt, CFA®Senior Vice President, Portfolio Manager
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ABOUT MattMatt is a portfolio manager 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.
Matt 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. In addition to his other responsibilities, Matt chairs the Equity Strategy Committee, is a full-time member of the Investment Policy Committee, and serves as lead portfolio manager for the Commerce Value strategy. Matt joined Commerce in 2002.
He completed his undergraduate work in 1994 at Drake University and received a Bachelor of Science degree in business administration and business management. Matt holds the Chartered Financial Analyst® designation and is a member of both the Kansas City Society of Financial Analysts and the CFA Institute.
Matt has volunteered as a patron for the Blue Valley School Board Facility Planning Committee for the past 12 years. Matt enjoys spending his free time with family and friends. Matt and his wife, Kristin, have two daughters and enjoy attending local arts and theater events as often as their schedule will allow.