KC Mathews, CFA®
As the chief market strategist at Commerce Trust, KC holds a key contributing role in the development and execution of the firm’s economic outlook and investment strategy. He is a thought leader for the firm speaking on topics including, economic forecasting, market outlooks, and investment strategies. Prior to joining Commerce Trust in 2023, KC served as the chief investment officer/chief economist at UMB Bank. In this capacity, he oversaw the strategic development and execution of UMB’s $12 billion investment management division. He also counseled high profile private and institutional clients on investment management matters. Previously, KC held positions of increased responsibility within the trust division of the Bank of Oklahoma. KC holds a Bachelor of Science in economics from the University of Minnesota and a Master of Business Administration from the University of Notre Dame. He is a graduate of the ABA National Trust School at Northwestern University and completed an advanced investment management education program at the Harvard Business School. KC earned the Chartered Financial Analyst® designation and is member of the CFA Institute. He also is a past President of the CFA® Society of Kansas City and the Oklahoma CFA® Society.
Legacy Planning for Future GenerationsLegacy Planning for Future Generations
For high-net-worth families, engaging the next generation in your estate planning provides a foundation for the smooth transfer of generational wealth and responsible stewardship of family assets into the future. Explore estate planning articles from the Private Wealth Management team at Commerce Trust.
For high-net-worth families, engaging the next generation in your estate planning provides a foundation for the smooth transfer of generational wealth and responsible stewardship of family assets into the future. Explore estate planning articles from the Private Wealth Management team at Commerce Trust.
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