Kevin Westerheide, CFP®
Vice President, Portfolio Manager
Kevin 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.
Kevin 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. Kevin joined Commerce in 2000 and has more than 17 years of investment management experience.
He earned his Bachelor of Science degree from the University of Missouri. He holds the CERTIFIED FINANCIAL PLANNER™ designation. Kevin is also a member of the CFA Institute, the St. Louis Society of Financial Analysts, and the St. Louis Chapter of the Financial Planning Association. Outside of work, Kevin spends as much free time as possible with family and friends. He is an avid sports fan and also enjoys the outdoors, golfing, and traveling.
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 Kevin
314-746-8729 kevin.westerheide@commercebank.com Connect on LinkedIn
