Rachel O'Shia, CFP®, CFA®
Senior Vice President, Senior Portfolio Manager
Rachel is a senior portfolio manager and investment consultant for Commerce Trust. Upon gaining a thorough understanding of a client’s needs and goals as well as assessing the client’s entire financial situation, she works with our investment research team to construct a portfolio to help clients achieve their long-term goals.
Rachel 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, she serves clients with thought leadership, insight, and consulting services.
Rachel joined Commerce Trust in 2016 after 15 years in the wealth management industry. She earned her Bachelor of Science from Southern Illinois University-Edwardsville and her Master of Business Administration from Washington University in St. Louis. She also holds the CERTIFIED FINANCIAL PLANNER™ certification as well as the Chartered Financial Analyst® designation.
Rachel volunteers annually for Foster and Adoptive Care Coalition’s Little Wishes program and served on the Foster and Adoptive Care Coalition’s Junior Board from 2012-2014. Rachel enjoys golfing with her husband, Ron, traveling, and attending musical performances.
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.
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.
Start a conversation with Rachel
314-746-7341 rachel.oshia@commercebank.com Connect on LinkedIn
