David Hertlein Vice President, Senior Private Banking Relationship Manager

David is a private banking relationship manager for Commerce Trust Company. As a member of the private client team and an experienced, tenured private banker, he and his dedicated client support staff are responsible for ensuring each client’s experience with Commerce Trust exceeds expectations. David’s specific responsibilities include management of our clients’ day-to-day banking, cash management, and credit needs, while also helping them navigate the wide array of our financial services to find the solutions that best fit their needs. He joined Commerce in 2022. He earned his Bachelor of Science in Business Administration in finance and economics from Christian Brothers University in Memphis, Tennessee. David serves as Athletics Association Treasurer and Soccer Coach for Our Lady of Lourdes Parish and School and volunteers at St. Louis Area Foodbank/Feeding America.

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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