Tim Michel, CFA®
Senior Vice President, Director of Portfolio Management - West Region
Tim is a portfolio manager team leader and director of family office investments 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, he works with our investment research team to construct a portfolio to help clients achieve their long-term goals.
Tim 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. With a deep knowledge of the market and experience in investment management, he serves clients with thought leadership, insight, and consulting services. At Commerce Trust, Tim serves on the Investment Policy Committee and the Alternative Investment Strategy Committee.
Tim has a bachelor of science degree in business administration from Kansas State University and a master of business administration degree from Wichita State University. Additionally, Tim earned the designation of Chartered Financial Analyst®. Tim served on the REACH Healthcare Foundation board of directors for four years and is a past president of the Kansas City CFA Society. Tim enjoys visiting his grandchildren in Arizona.
The Chartered Financial Analyst® (CFA®) Charter is a designation granted by CFA Institute to individuals who have satisfied certain requirements, including completion of the CFA Program and required years of acceptable work experience. Registered marks are the property of CFA Institute.
Start a conversation with Tim
816-234-8620 tim.michel@commercebank.com Connect on LinkedIn
