Matt Mccarty

Matt Mccarty Email and Phone Number

Senior Portfolio Manager focused on investment consulting, portfolio management and asset allocation @ The Commerce Trust Company
kansas city, missouri, united states
Matt Mccarty's Location
St Louis, Missouri, United States, United States
Matt Mccarty's Contact Details

Matt Mccarty personal email

n/a
About Matt Mccarty

I serve clients as a valued and trusted investment advisor and fiduciary who places their interests first and foremost, bringing over 30 years of institutional investment management and consulting experience to the benefit of every relationship. My goal is to gain an in-depth understanding of each client’s unique investment related mission to help them achieve their objectives. Serving as an investment consultant to endowments, foundations, non-profit healthcare and families, I assist clients in developing governance and investment policies, drafting investment policy statements, analyzing return needs and risk tolerances. I work with my clients to implement asset allocation strategies and investment manager rosters, execute trades, rebalance portfolios and adjust their portfolios as circumstances and market conditions may warrant. Additionally, I help guide and coordinate client investment committee meetings, striving to build consensus regarding portfolio strategy to meet their investment objectives. I have been a volunteer leader for my church in multiple capacities over the years, as well as being a supporter of the St. Louis Art Museum and Forest Park. Previously, I have volunteered with the American Cancer Society, Junior Achievement, Rotary International and United Way. I follow the St. Louis Cardinals and Blues, as well as University of Louisville athletics, while enjoying spending time with my family, reading, playing golf and cycling. Please feel free to contact me at matt.mccarty@commercebank.com or (314)746-7367 to discuss how The Commerce Trust Company and I may provide your institution with the means and capabilities to find the best and most cost-effective investment solutions to achieve your mission and goals.

Matt Mccarty's Current Company Details
The Commerce Trust Company

The Commerce Trust Company

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Senior Portfolio Manager focused on investment consulting, portfolio management and asset allocation
kansas city, missouri, united states
Website:
commercebank.com
Employees:
3870
Matt Mccarty Work Experience Details
  • The Commerce Trust Company
    Senior Vice President And Senior Portfolio Manager
    The Commerce Trust Company Dec 2015 - Present
    St. Louis, Mo
    Upon gaining a thorough understanding of a client's needs and goals, as well as assessing the client's entire financial situation, I work with our investment research team to construct portfolios to help clients achieve their long-term goals. Additionally, I comprehensively represent 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 circumstances and market conditions. With a deep knowledge of the market and experience in investment management, I serve clients with thought leadership, insight and consulting services.
  • Mercer Investments
    Principal, Senior Investment Consultant And National Segment Leader
    Mercer Investments Jan 2011 - Nov 2015
    Greater St. Louis Area
    After the merger with Mercer, continued building and managing the delegated OCIO investment service for the small E&F market, serving as a senior investment consultant and a national practice leader.
  • Hammond Associates
    Director Of Investment Services
    Hammond Associates Jan 2006 - Dec 2010
    Greater St. Louis Area
    Started the delegated OCIO investment service for the small endowment and foundation market, building a national investment consulting practice, while serving clients as a senior investment consultant and managing a team of consultants to help serve these clients.

Matt Mccarty Skills

Investments Asset Allocation Alternative Investments Portfolio Management Asset Management Hedge Funds Investment Strategies Investment Advisory Fixed Income Capital Markets Wealth Management Venture Capital Investment Management

Matt Mccarty Education Details

Frequently Asked Questions about Matt Mccarty

What company does Matt Mccarty work for?

Matt Mccarty works for The Commerce Trust Company

What is Matt Mccarty's role at the current company?

Matt Mccarty's current role is Senior Portfolio Manager focused on investment consulting, portfolio management and asset allocation.

What is Matt Mccarty's email address?

Matt Mccarty's email address is ma****@****cer.com

What schools did Matt Mccarty attend?

Matt Mccarty attended Centre College.

What skills is Matt Mccarty known for?

Matt Mccarty has skills like Investments, Asset Allocation, Alternative Investments, Portfolio Management, Asset Management, Hedge Funds, Investment Strategies, Investment Advisory, Fixed Income, Capital Markets, Wealth Management, Venture Capital.

Who are Matt Mccarty's colleagues?

Matt Mccarty's colleagues are Sherrick Young, Robert Capps, Chris Hanks, Garrett Pouncil, Kyla P., Rose Hernandez, Michael Desimone.

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