ABOUT BradBrad is a portfolio manager for the Commerce Capital Advisors group, a division of Commerce Trust Company, specializing in the management of investment portfolios for high net worth private clients and private foundations.
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. Brad 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.
Brad has more than 19 years of experience in investment management. Prior to joining Commerce in 2004, he was a portfolio manager for high net worth individuals and foundations.
He received his Bachelor of Science degree from University of Wisconsin, has obtained the CERTIFIED FINANCIAL PLANNER™ designation, and is also a graduate of the Commerce Leadership Development Program. Brad is a member of the Financial Planning Association™, The Financial Planning Institute™, Big Brothers Big Sisters of Eastern Missouri, Junior Achievement, St. Louis Area Food Bank, and Habitat for Humanity.