Clayton Bax, CFA®
Vice President, Portfolio Manager
Clayton 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, he works with our investment research team to construct a portfolio to help clients achieve their long-term goals.
Clayton 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 2015, Clayton worked in retail banking for Commerce Bank and was a part of the Bank Training Program in 2013. He earned his Bachelor of Science in finance and banking from University of Missouri-Columbia. He holds the Chartered Financial Analyst® designation and the CERTIFIED FINANCIAL PLANNERTM certification. Clayton is member of the St. Louis Society of Financial Analysts. Outside of the office, he proudly serves on the Friend's Board of Operation Food Search.
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.
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 Clayton
314-746-8540 clayton.bax@commercebank.com Connect on LinkedIn
