Anthony is a closely-held business advisor at Commerce Trust Company. He specializes in the valuation of closely-held businesses and business interests in a fiduciary or custodial capacity. The majority of the companies are valued on an annual basis in association with their review for determining the investments’ suitability and inclusion in account portfolios; as well as managing valuation services provided for external engagements such as locating purchasers for, and completing the sale of closely-held business interests. He holds a Bachelor of Science dual degree in both finance and marketing from Saint Louis University. In addition to these degrees, Anthony holds his Series 7 and Series 66 licenses with the Securities & Exchange Commission (SEC) as well as the Life, Health, & Variable Annuity Insurance licenses with the State of Missouri. He is also a member of the National Trust Closely-Held Business Association (NTCHBA) and the Risk Management Association (RMA).
Feature Article
Estate Tax Planning
Prepare for the potential sunset of the federal estate and gift tax exemption with estate planning services from the Private Wealth Management team at Commerce Trust.
