The Commerce Trust Team
Meet the people spearheading the more personalized approach to building wealth.
Tara McConkey, CFA®
Senior Vice President, Director of Portfolio Management - Eastern Region
Tara is Senior Vice President and Director of Portfolio Management for the East region of 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.
Tara 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.
With more than 30 years of experience, Tara also serves on the Investment Policy Committee at Commerce Trust. She received both her master of business administration and bachelor of science in business administration degrees from Saint Louis University. Tara holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the CFA St. Louis Society, for which she previously served as director of the CFA St. Louis Society.
The Chartered Financial Analyst® (CFA®) Charter is a designation granted by CFA Institute to individuals who have satisfied certain requirements, including completion of the CFA Program and required years of acceptable work experience. Registered marks are the property of CFA Institute.
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