Commerce Trust
Jeffrey Jacoby is a seasoned executive with over 25 years of experience in estate planning and wealth preservation. Currently serving as Chief Revenue Officer at Commerce Trust since August 2024, Jeffrey oversees revenue generation teams and processes while ensuring alignment between sales and marketing efforts. Previously, Jeffrey held various roles at The Commerce Trust Company from 2007 to 2024, including President of the East Region and Senior Vice President, Director of Business Development. In earlier positions, Jeffrey served as Vice President, Wealth Management Consultant, achieving outstanding sales performance, and as Principal at Jacoby & Associates, providing financial and legal services to high net worth clients. Jeffrey's career began at Ernst & Young as a Tax Manager, and academic credentials include a Juris Doctor from Saint Louis University School of Law and an MBA from the University of Missouri-Saint Louis.
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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