ABOUT ScottScott is a portfolio manager and team leader 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, he works with our investment research team to construct a portfolio to help clients achieve their long-term goals.
Scott 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. Scott has more than 30 years of experience in the investment field.
Scott earned his Bachelor of Science degree in economics from the University of Kansas. He is a past president of the Kansas City Securities Association and a member of both the American Institute of Certified Public Accountants and the CFA Institute. He holds the Chartered Financial Analyst® designation. Scott is the past president of the Kansas City Securities Association, Kansas City Society of Certified Financial Analysts, and board member of Turner House.