Sara Swadley

ABOUT Sara

Sara is a portfolio manager associate with 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. 

Sara 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. 

Sara joined Commerce in 2021 and has more than 22 years of experience in the financial services industry. She earned a Bachelor of Arts in human resources and labor relations from Rockhurst University.