Matt Trimble, CAIA, Chapter Head

Senior Client Portfolio Manager, Pacific Funds

Matt is a Senior Client Portfolio Manager at Pacific Funds, responsible for Intermediary coverage along the East Coast.  He has over 15 years of experience working for asset managers covering Equity, Fixed Income, and Alternative Investments, on both the public and private side.  He has held several business development roles at OppenheimerFunds and Hartford Funds covering RIA, Family Office, Consultant, Bank Trust, Wirehouse and Independent channels over that time. 

Matt has a BS in Business from Susquehanna University. He is the Chapter Head of the CAIA Association of Pennsylvania and a member of the CFA Society of Philadelphia.  Matt is a CAIA Charterholder and a CFA Level II candidate. 

Matt currently resides in the Philadelphia area with his wife (Amber), two children (Emmy and Wyatt), and black lab (Odie).