Cindy is a senior portfolio manager and chair of the Alternative Investments Strategy Committee 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.
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.
