Rachael Derrico, CFP®
Portfolio Manager
Rachael is a portfolio manager with Commerce Trust. 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. Rachael 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.
Rachael joined Commerce Bank in 2020 as a personal banker. She joined Commerce Trust in 2021 as a portfolio manager associate. Rachael has a degree from Covenant College in business administration and finance and has obtained the CERTIFIED FINANCIAL PLANNER™ certification.
Outside of the office, Rachael volunteers with Stray Rescue of St. Louis. She enjoys spending summer nights at the Muny, taking her dogs to the park, and watching Blues hockey.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Start a conversation with Rachael
314-746-8502 rachael.derrico@commercebank.com Connect on LinkedIn
