Perry Winter, CPA, CFP®Vice President, Portfolio Manager
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Perry is a portfolio manager 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, he works with our investment research team to construct a portfolio to help clients achieve their long-term goals.
He 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. Perry has more than 30 years of trust investment banking and financial services experience, with the past 28 years devoted to portfolio management. He received a Bachelor of Science degree in accounting from Kansas State University in 1980 and earned the designation of Certified Public Accountant in 1982. He completed the CERTIFIED FINANCIAL PLANNER™ program in 1990.
Perry has served as a member of the Salvation Army of Hutchinson Advisory Board and is a past board member of Hutchinson Regional Medical Center and the Hutchinson/Reno County Chamber of Commerce. Perry and his wife have three grown children, all of which are married. His hobbies include playing tennis and golf. Perry also enjoys attending Kansas State football games and tailgating with family and friends.