Wealth Management in St. Louis

    St. Louis Office

    For more than a century, Commerce Trust has been a leading provider of investment management, financial planning, trust, family office and private banking services. At Commerce Trust, our client philosophy guides our approach to private wealth management which is simple: It’s advantageous to have a team in your corner. Because more collaboration and more perspectives converge to create a more personalized approach designed uniquely around your needs.

    8000 Forsyth Boulevard
    Suite 700
    St. Louis, Missouri 63105

    314-746-7329

    CommerceTrust-Clayton

    Branch Location Team

    Lewis-Paul

    Paul Lewis

    Senior Vice President, Market Executive
    Ackerman-Angie

    Angie Ackerman

    Vice President, Private Banking Relationship Manager
    Arnold-Scott

    Scott Arnold

    Vice President, Institutional Services Consultant
    Arshadi-Cathy

    Cathy Arshadi

    Senior Vice President, Director of Financial Management
    Bartlett-Elizabeth

    Elizabeth Bartlett

    Trust Officer, Financial Planner
    Bascio-John

    John Bascio

    Vice President, Institutional Administration Team Leader
    Bax-Clayton

    Clayton Bax

    Trust Officer, Portfolio Manager
    Bednara-Vanessa

    Vanessa Bednara

    Trust Officer, Private Client Advisor
    Boschert-Matt

    Matt Boschert

    Senior Vice President, Private Banking Relationship Manager
    Bredbenner-Steve

    Steve Bredbenner

    Vice President, Portfolio Manager
    Burns-Crystal

    Crystal Burns

    Vice President, Wealth Management Consultant
    Casteel-Kevin

    Kevin Casteel

    Assistant Vice President, Financial Planner
    Headshot of Commerce Trust's Lauren Clouston.

    Lauren Clouston

    Private Banking Relationship Manager
    Clyne-Arthur

    Arthur Clyne

    Senior Vice President, Director Wealth Management Consulting
    Headshot of Commerce Trust's Michael Cody.

    Michael Cody

    Senior Vice President, Director of Fixed Income Trading
    Headshot of Commerce Trust's Scott Colbert.

    Scott Colbert

    Executive Vice President, Chief Economist and Director of Fixed Income Management
    Curtit-Paula

    Paula Curtit

    Senior Vice President, Private Client Advisor
    Headshot of Commerce Trust's Zack Derrico.

    Zack Derrico

    Wealth Management Associate
    Dieck-Bradley

    Bradley Dieck

    Senior Vice President, Portfolio Manager
    Downey-Lora

    Lora Downey

    Vice President, Institutional Administration Team Leader
    Durfee-Thomas

    Thomas Durfee

    Senior Vice President, Senior Private Banking Relationship Manager
    Headshot of Commerce Trust's Joseph Einsporn.

    Joseph Einsporn

    Assistant Vice President, Private Banking Relationship Manager
    Emig-Adam

    Adam Emig

    Vice President, Senior Investment Analyst
    Erken-Lisa

    Lisa Erken

    Senior Vice President, Private Client Wealth Advisor
    Ertl-Kevin

    Kevin Ertl

    Vice President, Senior Private Banking Relationship Manager
    Fafoglia-Nick

    Nick Fafoglia

    Senior Vice President, Private Client Wealth Advisor
    Figueira-Hugo

    Hugo Figueira

    Assistant Vice President, Private Banking Relationship Manager
    Headshot of Commerce Trust's Cheryl Finn.

    Cheryl Finn

    Vice President, Senior Portfolio Manager
    Headshot of Commerce Trust's Aimee Foley

    Aimee Foley

    Vice President, Private Client Advisor
    Foster-Michael

    Michael Foster

    Senior Vice President, Private Client Advisor
    Headshot of Commerce Trust's Chuck Freedman.

    Chuck Freedman

    Senior Vice President, Senior Portfolio Manager, Commerce Family Office
    Headshot of Commerce Trust's Robin Glavaz

    Robin Glavaz

    Vice President, Wealth Management Consultant
    Hagee-David

    David Hagee

    Executive Vice President, Chief Investment Officer
    Handy-John

    John Handy

    President and Chief Executive Officer
    Heinzmann-Martha

    Martha Heinzmann

    Vice President, Private Client Advisor
    Hertlein-David

    David Hertlein

    Vice President, Senior Private Banking Relationship Manager
    Hockerman-Guy

    Guy Hockerman

    Senior Vice President, Financial Planning Manager
    Hoffman-Andy

    Andy Hoffman

    Trust Officer, Private Client Advisor
    Hsie-Carla

    Carla Hsie

    Vice President, Estate Settlement AdvisoR
    Headshot of Commerce Trust's Brian Humes

    Brian Humes

    Managing Director, Commerce Family Office
    Jacoby-Jeff

    Jeffrey Jacoby

    President, East Region
    Kennedy-John

    John Kennedy

    Vice President, Portfolio Manager
    Headshot of Commerce Trust's Sam Kim.

    Sam Kim

    Portfolio Manager
    Kinzel-Beth

    Beth Kinzel

    Senior Vice President, Private Client Wealth Advisor
    Landsbaum-Brad

    Brad Landsbaum

    Vice President, Private Client Advisor
    Lane-Ed

    Edward Lane

    Senior Vice President, Private Client Advisor Team Leader
    LaPresta-Scott

    Scott LaPresta

    Senior Vice President, Director of Private Client Advisors
    Lewis-Cindy

    Cindy Lewis

    Senior Vice President, Family Office Relationship Manager
    Lin-Nong

    Nong Lin

    Senior Vice President, Director of Quantitative Equity Research
    Livingston-Kimberly

    Kimberly Livingston

    Vice President, Senior Private Client Advisor
    Headshot of Commerce Trust's Mitch Markus

    Mitch Markus

    Vice President, Private Banking Relationship Manager
    Headshot of Commerce Trust's Brenda Martinez.

    Brenda Martinez

    Financial Planning Analyst
    Maddock-Nicole

    Nicole Maddock

    Trust Officer, Family Office Private Client Advisor
    McCann-Bret

    Bret McCann

    Trust Officer, Portfolio Manager
    Headshot of Commerce Trust's Matt McCarty

    Matt McCarty

    Senior Vice President, Senior Portfolio Manager
    McConkey-Tara

    Tara McConkey

    Senior Vice President, Director of Portfolio Management – East Region
    Moore-Connie

    Connie Moore

    Assistant Vice President, Client Care Specialist
    Mosley-Scott

    Scott Mosley

    Senior Vice President, Family Office Private Client Advisor
    Headshot of Commerce Trust's Brian Musielak

    Brian Musielak

    Senior Vice President, Portfolio Manager Team Leader
    Nydegger-Anthony

    Anthony Nydegger

    Closely-Held Business Advisor
    Oshia-Rachel

    Rachel O'Shia

    Vice President, Senior Portfolio Manager
    Rapponotti-Cindy

    Cindy Rapponotti

    Senior Vice President, Senior Portfolio Manager
    Reed-Jeffry

    Jeffry Reed

    Senior Vice President, Wealth Management Consultant
    Rice-Dan

    Dan Rice

    Institutional Relationship Administrator
    Rose-Nicole

    Nicole Rose

    Private Client Advisor Associate
    Headshot of Commerce Trust's Brent Schowe

    Brent Schowe

    Senior Vice President, Director of Fixed Income Research
    Smith-Chris

    Chris Smith

    Vice President, Private Client Advisor
    Springer-Kathleen

    Kathleen Springer

    Senior Vice President, Private Banking Relationship Manager
    Steinbach-Patty

    Patty Steinbach

    Vice President, Wealth Management Consultant
    Stewart-Brett

    Brett Stewart

    Vice President, Senior Investment Analyst
    Taylor-Thomas-Tiffany

    Tiffany Taylor-Thomas

    Senior Vice President, Family Office Services Relationship Manager
    Uthamchand-Rakesh

    Rakesh Uthamchand

    Assistant Vice President, Investment Analyst
    Vomund-Brian

    Brian Vomund

    Senior Vice President, Wealth Management Consultant
    Wakefield-Diane


    Diane Wakefield

    Senior Vice President, Director of Private Banking - East Region
    Welch-Bill

    Bill Welch

    Vice President, Investment Analyst
    Westerheide-Kevin

    Kevin Westerheide

    Vice President, Portfolio Manager
    Whitney-Robert

    Robert Whitney

    Vice President, Senior Financial Planner
    Witherspoon-Aaron

    Aaron Witherspoon

    Private Banking Relationship Manager
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