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Sara S.

Vice President, Portfolio Manager at Commerce Trust

Sara S. is currently the Vice President, Portfolio Manager at Commerce Trust Company. Prior to this role, Sara held positions such as Director, Investment Solutions at Mariner Wealth Advisors and Senior Investment Advisor at Mariner Holdings. Sara has also worked as a Senior Investment Analyst at SageView Advisory Group and as a Portfolio Manager at BMO Global Asset Management. With a Bachelor of Arts degree in Human Resources and Labor Relations from Rockhurst University, Sara has a strong background in finance and investment analysis.

Location

Lee's Summit, United States

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Commerce Trust

Commerce Trust is a division of Commerce Bank, providing specialized wealth management products and services to individuals, families, and institutional clients in wealth planning, investment management, private banking, and trust services. With over 100 years of wealth management experience, world-class capabilities, and unparalleled service, Commerce Trust has earned a reputation as one of the premier investment companies in the United States. Commerce Trust offers the products and services of a large national organization and possesses world-class resources located in-house, while still maintaining a service model of a boutique investment advisor. Commerce Trust is ideal for individuals, families, and institutions looking for comprehensive wealth management services, as well as a strong relationship with their trusted financial advisors.


Employees

501-1,000

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