Matt Trimble, CAIA
Matt is a Senior Vice President for the RIA Bank Group at Aristotle Capital, managing sales, service, and marketing-related activities in his region. Prior to joining Pacific Funds (now Aristotle Funds) in 2020, Matt spent several years at Oppenheimer Funds and Hartford Funds, covering RIA, family office, consultant, bank trust, wirehouse and independent channels. He has over 15 years of industry experience. Matt holds a bachelor’s degree from Susquehanna University and is a CAIA charterholder and president of the CAIA Association of Pennsylvania. He also is a member of the CFA Society of Philadelphia, the Bond Club of Philadelphia and AIMSE.