Coleen Trimble is a Senior Consultant for DeMarche. She specializes in advising defined contribution plans in the large corporate market as well as foundations and endowments.
Ms. Trimble was instrumental in helping DeMarche become an early adopter of behavioral finance, and she has spoken on the topic at the Harvard Institute for International Research, the Dayton Foundation, the Officers Group, and American Century Investments. She is a frequent speaker at DeMarche investment workshops, addressing topics including overcoming common fiduciary challenges and best practices to manage risk.
Prior to joining DeMarche, Ms. Trimble was an investment broker with Smith Barney Harris Upham, Inc., specializing in investment strategies for business and not-for-profit organizations. She also held management accounting positions in global manufacturing. Her community and civic engagement include serving as past board president for the Bloch Cancer Hotline and former director of the Bloch Cancer Foundation Celebration of Life Rally.
Ms. Trimble earned her MBA and her Bachelor of Science in accounting from Northwest Missouri State University. She is an affiliate member of the Chartered Financial Analyst (CFA) Institute and an active member of the CFA Society Kansas City.