It Takes a Team to Unlock True Opportunity

More collaboration and more perspectives from a group of experienced specialists can create a truly personalized plan for building wealth.



HARNESS THE TRUE TEAM ADVANTAGE

Customization Comes
From Collaboration           



At Commerce Trust, our client philosophy guides our approach to wealth management, which is simple: It’s advantageous to have a team in your corner. Because more collaboration and more perspectives from more disciplines converge to create a more personalized approach designed uniquely around your needs.

Private Wealth Management

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                 Not a Model Shop



We believe that no two clients are alike, so no two plans should be the same. That’s why nothing we do is mass-provided or model-based. Our teams are built around your needs with lending and portfolio management advice that aligns with your goals.

Investment Management

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A Legacy of Strength
and Stability                      



For more than a century, Commerce Trust has been a leading provider of investment management, financial planning, trust and private banking services. Our clients benefit from the insight gained by our experience administering over $73 billion in total client assets through all market cycles.1 Learn more about our approach to helping ensure your long-term success.

Our Wealth Management Approach

A large rectangular conference table with a gold checkered top in conference room

Harness the power of Commerce Trust’s seasoned team of financial professionals that rallies around your vision and rises to meet your goals.

Leadership At Commerce Trust

Meet the people spearheading the more personalized approach to building wealth.

Headshot of John Handy of Commerce Trust

John Handy

President & Chief Executive Officer

Headshot of Cathleen Arshadi of Commerce Trust

Cathleen Arshadi

Senior Vice President, Director of Financial Management

Headshot of Scott Boswell of Commerce Trust

Scott Boswell, 
CFA®, CEBS

President, West Region

Headshot of David Hagee of Commerce Trust

David Hagee

Chief Investment Officer

Headshot of Jeffrey Jacoby of Commerce Trust

Jeffrey Jacoby

President, East Region

Headshot of Paul Zietlow of Commerce Trust

Paul Zietlow

Chief Operating Officer

1As of September 30, 2024.

Commerce Trust is a division of Commerce Bank, Member FDIC.

How Can Our Team Help You Today?

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