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Chuck Maggiorotto, CFA®, CFP®

Chief Wealth Officer
Direct: 816-751-4295
Email: cmaggiorotto@countryclubbank.com

Chuck Maggiorotto

Chuck Maggiorotto is Chief Wealth Officer responsible for directing and overseeing all aspects of asset management under the financial services umbrella as well as leading the overall Wealth Solutions team, including Country Club Trust Company. He has more than 35 years of experience in the investment management, trust and brokerage arena, most recently as a Regional Investment Executive with the Bank of America Private Bank division in St. Louis.

Chuck spent the early part of his career in the New York financial planning division of E.F. Hutton and its successor Shearson. After a transfer to Kansas City with E.F. Hutton, he moved to Commerce Trust Co. in 1991.

He joined Boatmen’s Trust Co. in 1995 and was later promoted to Director of Investments. After a transfer to St. Louis, he became Managing Director over a four-state regional market with over $10 billion in assets under management and had personal responsibility for a $500 million investment portfolio.

Chuck is a graduate of Fairfield University in Fairfield, Connecticut, and earned his MBA from the University of Kansas. He is a Chartered Financial Analyst (CFA) charterholder and is a CERTIFIED FINANCIAL PLANNER™ certificant.

 

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

1 Ward Parkway • Kansas City, MO 64112 • 816-751-4200

Trust and Investment Services:

  • Are not insured by the FDIC or any other federal government agency
  • Are not deposits of, nor guaranteed by, the Trust Company or any Trust Company Affiliate.
  • May lose value.

Country Club Trust Company (CCTC) is a division of Country Club Bank