Kori Cheatham, CFP®
Senior Portfolio Manager Associate
Kori is a senior portfolio manager associate 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. Kori comprehensively represents our research- and goals-based investment process, starting with the initial assessment and reaction 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, Kori serves clients with thought leadership, insight, and consulting services.
Kori joined Commerce Bank in 2016 and later Commerce Trust in 2020. Kori earned a Master of Finance in financial planning at Liberty University. In addition, he sat for the CERTIFIED FINANCIAL PLANNER™ exam and received his CFP® certification in August of 2022.
Outside of the office, Kori and his wife enjoy golfing, playing with their two dogs, or spending time with their many nieces and nephews.
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 Kori
816-234-2526 kori.cheatham@commercebank.com
