ABOUT TimTim is a portfolio manager team leader and director of family office investments for Commerce Trust Company. 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.
Tim 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. At Commerce Trust Company, Tim serves on the Investment Policy Committee and the Alternative Investment Strategy Committee.
Tim has a bachelor of science degree in business administration from Kansas State University and a master of business administration degree from Wichita State University. Additionally, Tim earned the designation of Chartered Financial Analyst®. Tim served on the REACH Healthcare Foundation board of directors for four years and is a past president of the Kansas City CFA Society. Tim enjoys visiting his grandchildren in Arizona.