People

William D. Woodmansee, Jr.

President

34BD2DA2-70C6-4B27-92BA-C9A341507C9AWilliam (Woody) brings over 30 years of experience to his role as President of Commerce Advisors. Over two decades, Woody has been recognized for his outstanding performance and remarkable client service by being named to the Chairman’s Circle of Excellence at Wachovia Securities and to the Prudential Securities Director’s Council and President’s Council. Woody began his career in the financial services industry in 1987 with the Union Planters Investment Banking Group.

Woody gained further experience by serving as a vice president in the Bond Division of First Tennessee Bank and later as senior vice president of Prudential Securities. A lifelong Memphian and graduate of Christian Brothers College, Woody is an active member of the Memphis community.

J. Vincent Robinson

Chief Executive Officer

1A2F0D96-6D6A-443C-A11C-0CDE0DB449B2Vince brings over 30 years of experience to his role as Chief Executive Officer of Commerce Holdings, LLC, the holding company for Commerce Advisors, LLC and Commerce Asset Management, LLC. Vince is a co-founder of Commerce Holdings, LLC and has been its CEO since 2009. He was responsible for organizing the wealth advisory and investment business in Commerce Advisors, LLC and forming Commerce Asset Management, LLC, an alternative asset management business in 2010. In 2012, he led a private equity transaction to acquire Commerce Holdings, LLC from its previous parent company. His responsibility includes oversight of firm strategy, managing strategic relationships, chairs the executive management committee, communication with stakeholders and works with the leaders of the lines of business.

Prior to joining Commerce Advisors LLC, Vince spent 29 years with PriceWaterhouseCoopers LLC (PWC). He was admitted to the partnership in 1985. In 1991, Vince assumed the role of managing partner of the Memphis office until he retired in June 2007. Vince served as lead engagement partner on public investment funds, large public companies, REIT IPOs and follow-on offerings, and mergers. Vince served as the lead US partner on two Global 1000 clients and additionally managed the combined assurance practice for Birmingham, Memphis and Knoxville 1994 to 1998.

After the 1998 merger of PriceWaterhouse and Coopers & Lybrand, Vince served on the Service Industry Leadership team. His responsibility on the team was to integrate and align a $500 million practice in the Americas with the firm’s overall strategy. Vince also served as a member of the REIT subject matter expert practice group dealing with SEC reporting and lease revenue recognition. Vince is a member of AICPA and Tennessee Society of CPAs; a past member of National Association of Real Estate Investment Trusts, Advisory board member of Trust One Bank, a Synovus bank, Christian Brothers University (serving nine year term), Board of Trustee, served as Chairman of Finance Committee, Chair of Audit Committee and member of Advancement; Ducks Unlimited, Inc. member of Audit Committee, Past Board member of Make A Wish Foundation, and St. Agnes-St. Dominic School, Finance chair.

Jennifer Trottman

Advisor

60C87B04-C52D-44B2-A3C3-66C9403D2DB8Jennifer Trottman brings 15 years of experience to her role with Commerce Advisors. Jennifer is primarily responsible for client service, investment manager due diligence, selection and monitoring as well as asset allocation. Jennifer is also responsible for assisting in new client transition and has a few operational duties within Commerce Advisors. Jennifer joined Commerce Advisors’ when it was formerly part of Consulting Services Group, LLC (CSG) in 2001 as a financial analyst where again her responsibilities included asset allocation, manager research, and performance reporting.

She graduated magna cum laude with a Bachelor’s degree in banking and finance from the University of Mississippi.

Jenna Lowry

Advisor

7162EB0E-CDFE-4B8C-822A-DB8F57776894Jenna Lowry brings 12 years of investment experience to Commerce Advisors. She is responsible for new and existing client servicing, including the opening and maintaining of accounts as well as any money movement transfers. She also assists with special projects, coordination of alternative investing, and customized reporting. Jenna joined Commerce Advisors’ when it was formerly part of Consulting Services Group, LLC (CSG) in 2004, and before that was a Tax Analyst with Dunavant Enterprises, Inc. for its privately held corporations and the Dunavant Family.

Jenna graduated cum laude from Mississippi State University with a BBA in marketing and in 2001 earned a Masters in business administration.

Matt Garibaldi, CFA, CPA

Advisor

BF47ABEB-C151-49F7-A173-6CB8C99DE99EMatt Garibaldi brings over eight years of financial experience to Commerce Advisors. Matt is responsible for a number of private client relationships and their overall financial planning. Matt is also primarily responsible for the firm’s investment manager due diligence and selection as well as the development and implementation of asset allocation models.

Matt graduated with honors from Auburn University with a BS in Accounting. Upon obtaining his masters of accountancy from Auburn University, Matt returned to Memphis and served as an associate in the Assurance and Business Advisory practice of PricewaterhouseCoopers. After his tenure with PricewaterhouseCoopers, he joined his family’s restaurant business and additionally taught accounting for two years at Christian Brothers High School in Memphis, Tennessee. Prior to joining Commerce Advisors in 2012, Matt served as a financial analyst with D. Canale & Co.

Matt holds his CPA license through the State of Tennessee and is an active member of the AICPA and TSCPA (Memphis Chapter). Additionally, he is a CFA charterholder and is a member of the CFA Institute and a local member of the CFA Society of Memphis. Matt is also actively involved with the Big Brothers Big Sisters Organization of Memphis.

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