Robert Gray
Senior Vice President Private Banking Team Leader @Commerce Trust
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WORK HISTORY
Senior Vice President Private Banking Team Leader @Commerce Trust
As the Director of Private Banking for Commerce Trust Company, I’m tasked with overseeing a variety of items, which include these core and strategic areas of focus: Management of the Private Bank | Business Development | Coordination of Affluent Family Relationships With a team specializing in a variety of disciplines, my time is directed towards developing, retaining and expanding client relationships within the affluent market segment throughout their personal wealth lifecycle. In addition, our team is responsible for the delivery of best in class Wealth Management & Private Banking services to the families we serve throughout the region and country. Our core product offerings include, but are not limited to: • Corporate Trustee Services • Investment Management | Personal & Institutional • Estate & Financial Planning • Tax Management Strategies • Lines of Credit Secured by Marketable Securities • Margin Lines • Stock Option Lending • Customized Financing for Primary Residence & Luxury Vacation Homes • Consumer Purpose Facilities • Physician Family Expertise • Specialized Lending | Aircraft | Fine Art | Marine Since 1906, Commerce Trust Company, a division of Commerce Bank, has been a leading provider of investment management, financial planning, trust and private banking services.
SKILLS
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