Rachel O'Shia, CFP®, CFA®Vice President, Senior Portfolio Manager
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ABOUT RachelRachel is a senior portfolio manager and investment 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, she works with our investment research team to construct a portfolio to help clients achieve their long-term goals.
Rachel 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 thought leadership, insight, and consulting services. Rachel joined Commerce Trust in 2016 and brings over 15 years of investment experience to the company.
Rachel earned her Bachelor of Science degree from Southern Illinois University-Edwardsville and her Master of Business Administration degree from Washington University in St. Louis. She also holds the CERTIFIED FINANCIAL PLANNER™ certification as well as the Chartered Financial Analyst® designation.
Rachel volunteers annually for Foster and Adoptive Care Coalition’s Little Wishes program and served on the Foster and Adoptive Care Coalition’s Junior Board from 2012-2014. Rachel enjoys golfing with her husband, Ron, traveling, and attending musical performances.