Sara Swadley

ABOUT Sara

Sara is a portfolio manager associate with 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, 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.