David Hagee Executive Vice President, Chief Investment Officer
David is the chief investment officer for Commerce Trust Company and of Commerce Investment Advisors, Inc., the SEC-registered advisor to the Commerce Funds mutual fund complex. 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. David has been with Commerce Bank for 23 years. During which he worked as a portfolio manager with private and institutional clients before becoming the director of portfolio management for the eastern region. David earned his Bachelor of Arts from Washington University in St. Louis. Additionally, he is a member of the CFA Institute and the St. Louis Society of Financial Analysts as well as a board member and Treasurer of Aim High St Louis. He serves as the President of the Investment Committee of the Center of Creative Arts (COCA) and serves on the investment committee of Forest Park Forever and the International Institute.
Tax-Efficient Estate Planning Strategies
For high-net-worth individuals and families, maximizing what you have earned often requires taking steps to minimize your tax liability. Explore the insights from the Private Wealth Management team at Commerce Trust to learn about different types of trusts and their tax benefits, tax-efficient ways to give gifts to family, and charitable giving strategies that may lower your tax liability.
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