ABOUT PaulaPaula is a senior portfolio manager for 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.
Paula 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. Paula joined Commerce Trust in 2018. She previously worked at CLS Investments as manager of investment research/portfolio manager.
She earned her bachelor of science degree in business administration with a focus on banking and finance from the University of Nebraska at Omaha. She also holds the Chartered Financial Analyst designation and was named 2017 Money Management Executive’s Top 10 Women in Asset Management.