Jennifer Boxberger, CAIA®

Jennifer is a portfolio manager with 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. Jennifer 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. Jennifer serves clients with thought leadership, insight, and consulting services. Jennifer joined Commerce Trust in 2024 and has more than 20 years of experience in the financial industry. Prior to Commerce, she worked as a senior portfolio manager for a large super-regional bank in Kansas City. She earned her Bachelor of Business Administration in finance from the University of Texas El Paso. Jennifer also earned a dual Master of Arts in Finance and Human Resource Development from Webster University. Jennifer holds the Chartered Alternative Investment Analyst designation. Jennifer serves on the Board of Support Kansas City and is currently the Treasurer. Outside of the office she enjoys reading, practicing yoga and supporting her daughter’s collegiate softball interests.

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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