Robert Trimm

Dr. Robert Trimm, PhD CFA, is a Chief Investment Officer at Legacy Wealth Management, Inc. He began working with Legacy Wealth Management in 2008 after spending six years with the Navy Installations Command in Millington, TN, managing the organization's fixed income investment portfolio, and as an investment advisor to the organization's retirement trust.
He has taught classes in finance and investments for the University of Mississippi and courses in financial management for Rhodes College.
He was an Assistant Professor of Finance at Freed-Hardeman University in Henderson, Tennessee.
He became a CFA charterholder in 2001 and is a member of the CFA Institute.
In 2009, he earned the Certificate in Investment Performance Measurement (CIPM) designation from the CFA Institute.
He is a member of the Economic Club of Memphis and is on the Board of the local CFA Society.
Dr. Trimm received his Ph.D.
and M.A.
in Economics from the University of Mississippi, Oxford and his B.A.
in Economics & Finance from the University of North Alabama, Florence.