Uncertainty stemming from turmoil in the global banking industry has shaken investor confidence. Is this a repeat of the Great Financial Crisis? We discuss the current situation in the banking sector, its impact on the financial markets and possible implications for the broader economy in this episode of Conversations with Commerce Trust podcast.
David HageeSenior Vice President, Chief Investment OfficerCommerce Trust
David is the chief investment officer for Commerce Trust and of Commerce Investment Advisors, Inc., the SEC-registered advisor to the Commerce Funds mutual fund complex. 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.
David has been with Commerce Bank for 23 years. During which he worked as a portfolio manager with private and institutional clients before becoming the director of portfolio management for the eastern region.
David earned his Bachelor of Arts from Washington University in St. Louis. Additionally, he is a member of the CFA Institute and the St. Louis Society of Financial Analysts as well as a board member and Treasurer of Aim High St Louis. He serves as the President of the Investment Committee of the Center of Creative Arts (COCA) and serves on the investment committee of Forest Park Forever and the International
Institute.
ABOUT THE AUTHOR
Tim Michel, CFA®Senior Vice President, Director of Portfolio Management - West RegionCommerce Trust
Tim is a portfolio manager team leader and director of family office investments 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.
Tim 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. At Commerce Trust, Tim serves on the Investment Policy Committee and the Alternative Investment Strategy Committee.
Tim has a bachelor of science degree in business administration from Kansas State University and a master of business administration degree from Wichita State University. Additionally, Tim earned the designation of Chartered Financial Analyst®. Tim served on the REACH Healthcare Foundation board of directors for four years and is a past president of the Kansas City CFA Society. Tim enjoys visiting his grandchildren in Arizona.
ABOUT THE AUTHOR
Scott Colbert, CFA® Executive Vice President, Chief Economist and Director of Fixed Income ManagementCommerce Trust
Scott is the chief economist and director of fixed income management with Commerce Trust.
He joined Commerce in 1993 and has investment responsibilities for over $26 billion in fixed income assets. Scott directly manages the Commerce Short-Term Government and the flagship Commerce Bond strategies.
Scott received his Bachelor of Science degree in nuclear engineering from the University of Cincinnati in 1986 and received his Master of Business Administration from Xavier University in 1988. He has been both a director and president of the Chartered Financial Analyst Society of St. Louis.Skip to NavigationBack to top
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