Matthew Kimmel currently holds the title of Vice President and Trust Investment Officer, and is a member of the Trust Company’s investment committee. He received his Bachelor of Arts in Interpersonal & Organization Communications from California State University, Long Beach, and attended the College for Financial Planning for his Accredited Asset Management Specialist (AAMS) designation. Prior to joining the Trust Company in 2015, Mr. Kimmel began working in the securities industry in 2001 specializing in financial planning, portfolio management and wealth transfer strategies. He is a Board Member for the Saddleback Memorial Hospital Foundation, and sits on the Foundation’s Investment Committee.
He is also a guest lecturer on Portfolio Management at the University of California Irvine Paul Merage School of Business, St. Mary’s Medical Center, and the Boys and Girls Club of Carson and Long Beach. Mr. Kimmel currently resides in Laguna Hills with his wife and three children, and is active member of the community coaching baseball and soccer.