Brian Musielak, CFA®
Senior Vice President, Portfolio Manager Team Leader
Brian is a senior portfolio manager 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.
Brian 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.
Prior to joining Commerce Trust in 1995 as a fixed income analyst, he worked in Commerce Bank’s commercial loan department as a credit analyst. He is responsible for the day-to-day management of the Commerce tax-exempt bond strategy.
Brian has a Bachelor of Arts degree in finance from Saint Louis University and also holds the Chartered Financial Analyst® designation.
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.
Start a conversation with Brian
314-746-8574 brian.musielak@commercebank.com Connect on LinkedIn
