The Commerce Trust Team
Meet the people spearheading the more personalized approach to building wealth.
Vice President, Senior Institutional Services Consultant
Jason is a senior consultant and institutional investing relationship manager for Commerce Trust. He is responsible for providing fiduciary and administrative services to retirement plans, public and Taft Hartley plans, non profits, foundations, and endowments. Jason works closely with our clients and provides advisory oversight on administrative matters impacting their relationship. Serving as the single point of contact for our internal team, Jason coordinates all client service deliverables, including the various day to day aspects of the investment relationship, client reporting requirements, and client inquiries.
Jason joined Commerce in 2007. He has served in various capacities including the strategic planning office, manager of the middle office, and manager of the trust operational accounting and fund valuation teams. Prior to joining Commerce Trust, he spent 12 years with State Street Bank & Trust Company where he managed multiple mutual fund accounting and trust services teams. Jason received
his Bachelor of Science in accounting from Truman State University, and his MBA in finance from the University of Missouri Kansas City.
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