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Registered Investment Advisor
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Matt Trimble, CAIA

RIA Consultant

10
Years in
Industry

Background

Matt Trimble is a consultant with OppenheimerFunds’ Registered Investment Advisor (RIA) channel covering the Northeast and Mid-Atlantic. He joined OppenheimerFunds in 2011 and has more than six years of industry experience.

Previously, Matt worked as a consultant for The Hartford covering both mutual funds and annuities. He earned a B.S. in marketing and Spanish from Susquehanna University’s Sigmund Weis School of Business. Matt is also a CAIA charterholder and association member.

Education

  • B.S Susquehanna University's Sigmund Weis School of Business
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