COLEEN D. TRIMBLE
Ms. Trimble is a consultant of the firm with expertise in asset allocation and defined contribution plans. She also leads the firm's research on issues related to behavioral finance. DeMarche was an early adopter of behavioral finance as evidenced by Ms. Trimble attending one of the first Harvard School of Behavioral Science Symposiums in 1995. Representative presentations and keynotes relating to behavioral finance include the Harvard Institute for International Research, Dayton Foundation and Officers Group and American Century Investments. Ms. Trimble has over 30 years of broad investment experience in both the retail and institutional investment arenas. Prior to joining DeMarche in 1993, she was an investment broker with Smith Barney Harris Upham, Inc. with an emphasis on investment strategies for business and not-for-profit organizations.
Ms. Trimble holds an MBA and a bachelor's degree from Northwest Missouri State University. In addition she is a member of the CFA Society Kansas City and the CFA Institute.