Executive Team

Nicole Dragoo

Nicole Dragoo, JD

Chief Executive Officer

Nicole Dragoo is the Chief Executive Officer at Chandler Asset Management. Nicole joined the firm in December 2001 in an operations role. Over her tenure, she has been a core driver in cultivating the culture that makes Chandler unique and has led the expansion of the operations, compliance, legal and administrative functions as the firm has grown. From 2008 to 2021, she served in the roles of Chief Operating and Chief Compliance Officer and as President from 2021-2022.

As CEO, she leads the Executive committee, provides oversight of all aspects of the firm and is responsible for the firm’s strategy, culture and administration of resources. She is passionate about cultivating a culture of shared success by building a diverse and talented team of people dedicated to being stewards of the assets and communities entrusted to us.

Nicole started her investment career with Merrill Lynch on the institutional fixed income sales desk. Nicole earned her B.B.A. from the University of San Diego in business economics and her J.D. from the University of San Diego School of Law. She is a member of the State Bar of California. Nicole held the designation of Investment Adviser Certified Compliance Professional (IACCP) from 12/2010 through 12/2022.

*Please see the disclosure page for additional details on professional designations held by our team.

Martin Cassell

Martin Cassell, CFA

Chief Financial Officer

Martin Cassell is the Chief Financial Officer at Chandler Asset Management and is a principal of the firm. After being CEO for 18 years Martin has changed his role to usher in the next generation of leadership. He will remain part of Chandler’s executive team as CFO, corporate advisor, a member of the firm’s Executive Committee as well as Chair of the Board.

As CFO, Martin is responsible for the firm’s finances and manages the Employee Stock Ownership Plan. He is focused on building and sustaining the financial health of the firm and providing thought leadership and mentoring to the Executive Team. Martin designed the proprietary quantitative models that drive our investment process, establishing duration, structure, and asset allocation throughout client portfolios and continues working with our Chief Investment Officers to continually improve client portfolio outcomes.

Martin joined Chandler in 1991 from the City of San Diego where he managed a $1 billion fixed income portfolio. He began his investment career in 1987 managing portfolios at World Savings and Loan. Martin received his B.S. in Finance from California State University, Hayward. He is a member of the CFA Society of San Diego and holds the designation of Chartered Financial Analyst.

*Please see the disclosure page for additional details on professional designations held by our team.

William Dennehy

William Dennehy II, CFA

Co-Chief Investment Officer

William Dennehy is a Co-Chief Investment Officer at Chandler Asset Management and maintains multiple leadership responsibilities at the firm, including being a member of the Executive Leadership Team since 2016, focused on setting the overall strategic direction of the firm. Specific to the investment team, William co-chairs both the Economic and Market Analysis Committee as well as the Credit Committee and is also a voting member of the firm’s Multi-Asset Class Committee. In addition to his responsibilities in helping to lead the investment team, he is also actively involved with specific client relationships to implement portfolio strategies and securities trading. Of particular emphasis during his time at Chandler, which began in 2011, has been collaborating with clients to expand their investment mandates in an effort to identify more creative and robust investment strategy solutions to meet client goals.

Prior to joining Chandler, William spent 10 years working for Northern Trust Global Investments in Chicago, IL, most recently as a Senior Portfolio Manager and Vice President, with a wide range of responsibilities in asset allocation, quantitative and qualitative analysis, and trading in client accounts. William began his investment career in New York City, working for several financial institutions, including Kidder Peabody, Swiss Bank, and UBS, primarily trading short term interest rate products to support the overall capital market operations of the respective institutions.

William earned his B.S. in Business Administration with an option in Finance from California State University at Chico. He is a member of the CFA Institute and the CFA Society of San Diego and holds the designation of Chartered Financial Analyst (CFA).

*Please see the disclosure page for additional details on professional designations held by our team.

Scott Prickett

Scott Prickett, CTP

Co-Chief Investment Officer

Scott Prickett is a Co-Chief Investment Officer. He is responsible for building and maintaining client relationships with a focus upon developing and enhancing client investment programs. Scott actively participates in the portfolio management process and meets with clients on a regular basis to review their accounts, portfolio activity, portfolio strategy and financial markets. Scott has 30 years of investment industry experience focused largely on managing short-term fixed income strategies for governmental and institutional non-profit clients.

Prior to joining Chandler, Scott was Managing Director and Portfolio Manager at Davidson Fixed Income Management. Scott was directly responsible for managing over $750 million in client assets and had management responsibilities over multiple business units with combined total assets of over $5 billion. These included taxable and tax-exempt SMA programs, a Local Government Investment Pool (LGIP) and SeaCap Investment Advisors. At ALPS Mutual Fund Services, Scott played a key role in developing two SEC registered mutual funds. Scott also spent two years at Pacific Investment Management Company (PIMCO) as a fixed income Portfolio Specialist for over $1.4 billion in assets.

Scott is a graduate of the University of Northern Colorado with a degree in business administration with an emphasis in finance. Scott has earned the Association of Financial Professionals designation as a Certified Treasury Professional (CTP) and is a frequent speaker for various local and national organizations.

*Please see the disclosure page for additional details on professional designations held by our team.

Nicole Dragoo is the Chief Executive Officer at Chandler Asset Management. Nicole joined the firm in December 2001 in an operations role. Over her tenure, she has been a core driver in cultivating the culture that makes Chandler unique and has led the expansion of the operations, compliance, legal and administrative functions as the firm has grown. From 2008 to 2021, she served in the roles of Chief Operating and Chief Compliance Officer and as President from 2021-2022.

As CEO, she leads the Executive committee, provides oversight of all aspects of the firm and is responsible for the firm’s strategy, culture and administration of resources. She is passionate about cultivating a culture of shared success by building a diverse and talented team of people dedicated to being stewards of the assets and communities entrusted to us.

Nicole started her investment career with Merrill Lynch on the institutional fixed income sales desk. Nicole earned her B.B.A. from the University of San Diego in business economics and her J.D. from the University of San Diego School of Law. She is a member of the State Bar of California. Nicole held the designation of Investment Adviser Certified Compliance Professional (IACCP) from 12/2010 through 12/2022.

*Please see the disclosure page for additional details on professional designations held by our team.

Martin Cassell is the Chief Financial Officer at Chandler Asset Management and is a principal of the firm. After being CEO for 18 years Martin has changed his role to usher in the next generation of leadership. He will remain part of Chandler’s executive team as CFO, corporate advisor, a member of the firm’s Executive Committee as well as Chair of the Board.

As CFO, Martin is responsible for the firm’s finances and manages the Employee Stock Ownership Plan. He is focused on building and sustaining the financial health of the firm and providing thought leadership and mentoring to the Executive Team. Martin designed the proprietary quantitative models that drive our investment process, establishing duration, structure, and asset allocation throughout client portfolios and continues working with our Chief Investment Officers to continually improve client portfolio outcomes.

Martin joined Chandler in 1991 from the City of San Diego where he managed a $1 billion fixed income portfolio. He began his investment career in 1987 managing portfolios at World Savings and Loan. Martin received his B.S. in Finance from California State University, Hayward. He is a member of the CFA Society of San Diego and holds the designation of Chartered Financial Analyst.

*Please see the disclosure page for additional details on professional designations held by our team.

William Dennehy is a Co-Chief Investment Officer at Chandler Asset Management and maintains multiple leadership responsibilities at the firm, including being a member of the Executive Leadership Team since 2016, focused on setting the overall strategic direction of the firm. Specific to the investment team, William co-chairs both the Economic and Market Analysis Committee as well as the Credit Committee and is also a voting member of the firm’s Multi-Asset Class Committee. In addition to his responsibilities in helping to lead the investment team, he is also actively involved with specific client relationships to implement portfolio strategies and securities trading. Of particular emphasis during his time at Chandler, which began in 2011, has been collaborating with clients to expand their investment mandates in an effort to identify more creative and robust investment strategy solutions to meet client goals.

Prior to joining Chandler, William spent 10 years working for Northern Trust Global Investments in Chicago, IL, most recently as a Senior Portfolio Manager and Vice President, with a wide range of responsibilities in asset allocation, quantitative and qualitative analysis, and trading in client accounts. William began his investment career in New York City, working for several financial institutions, including Kidder Peabody, Swiss Bank, and UBS, primarily trading short term interest rate products to support the overall capital market operations of the respective institutions.

William earned his B.S. in Business Administration with an option in Finance from California State University at Chico. He is a member of the CFA Institute and the CFA Society of San Diego and holds the designation of Chartered Financial Analyst (CFA).

*Please see the disclosure page for additional details on professional designations held by our team.

Scott Prickett is a Co-Chief Investment Officer. He is responsible for building and maintaining client relationships with a focus upon developing and enhancing client investment programs. Scott actively participates in the portfolio management process and meets with clients on a regular basis to review their accounts, portfolio activity, portfolio strategy and financial markets. Scott has 30 years of investment industry experience focused largely on managing short-term fixed income strategies for governmental and institutional non-profit clients.

Prior to joining Chandler, Scott was Managing Director and Portfolio Manager at Davidson Fixed Income Management. Scott was directly responsible for managing over $750 million in client assets and had management responsibilities over multiple business units with combined total assets of over $5 billion. These included taxable and tax-exempt SMA programs, a Local Government Investment Pool (LGIP) and SeaCap Investment Advisors. At ALPS Mutual Fund Services, Scott played a key role in developing two SEC registered mutual funds. Scott also spent two years at Pacific Investment Management Company (PIMCO) as a fixed income Portfolio Specialist for over $1.4 billion in assets.

Scott is a graduate of the University of Northern Colorado with a degree in business administration with an emphasis in finance. Scott has earned the Association of Financial Professionals designation as a Certified Treasury Professional (CTP) and is a frequent speaker for various local and national organizations.

*Please see the disclosure page for additional details on professional designations held by our team.

Jayson Schmitt

Jayson Schmitt, CFA

Co-Chief Investment Officer

Jayson Schmitt is a Co-Chief Investment Officer at Chandler Asset Management. In addition to his duties as a Co-CIO, he oversees daily trading. He has been instrumental in the development and integration of quantitative analytic tools for the portfolio management process.

Prior to joining Chandler in 1995, Mr. Schmitt was employed as a Financial Analyst with USA Federal Credit Union in San Diego, managing a $100 million liquidity book. His responsibilities there also included asset/liability management.

Mr. Schmitt earned his B.A. in economics from San Diego State University. He is a member of the CFA Society of San Diego and holds the designation of Chartered Financial Analyst.

*Please see the disclosure page for additional details on professional designations held by our team.

Ryan Tauber

Ryan Tauber

Managing Director of Business Development

Ryan Tauber is the Managing Director of Business Development at Chandler Asset Management. He is responsible for leading business development which includes the sales, marketing, and client service functions for the firm, as well as leveraging our past successes to expand our client base into other institutional and public agency opportunities.

Ryan brings over 20 years of experience in the financial services industry. Prior to joining Chandler, Ryan held roles with Morgan Stanley, Bank of America, and Union Bank where in addition to business development, his responsibilities included directing both strategy and risk related functions. Ryan is a graduate of the University of Southern California where he received his degree in Finance from the Marshall School of Business. In addition, he received his M.B.A. from Pepperdine University.

Adriana Haefner

Adriana Haefner, SHRM-SCP

Human Resources Director

Adriana Haefner joined Chandler as Human Resources Director and oversees core HR functions including payroll, benefits, performance management, employee relations, and safety. In her role, Adriana also works to enhance Chandler’s workplace culture through training, development, and recruiting efforts, as well as spearheads the planning, implementation, and evaluation of employee policies, programs, and practices.

Adriana has over twelve years’ experience in Human Resources. Before her role with Chandler, she served as the HR Director for Keller Interiors. Prior positions include HR Manager for the San Diego Convention Center and HR Director for Westcore Properties. Adriana has also served as the HR Manager for El Super Grocery Stores and Target Corporation. Her positions at Target also included Assets Protection Investigator, Logistics Manager, and Operations Manager.

Adriana holds a Bachelor of Arts from the University of Southern California and has her SHRM Senior Certified Professional designation.

Michael Rasmussen

Michael Rasmussen, JD

Chief Compliance Officer/ General Counsel

Michael Rasmussen joined Chandler Asset Management in March of 2023 as the firm’s Chief Compliance Officer and General Counsel. He leads the compliance team, provides day-to-day guidance and compliance monitoring of the firm’s regulatory environment and the legal framework governing SEC-registered investment advisors. Michael also assists the firm’s CEO with the oversight functions within the firm and administering all aspects of the compliance program.

Michael began his career in the securities industry as a regulator with the Financial Industry Regulatory Authority (FINRA) and since that time has provided legal and compliance consulting services to hundreds of investment advisers, private fund managers, and broker-dealers. Michael has also served as Chief Compliance Officer and General Counsel for several established investment advisory firms. Michael graduated from Nova Southeastern University Shepard Broad College of Law and is a licensed attorney in Florida and a registered solicitor in the United Kingdom. He has passed the FINRA Series 7, 14, 24, 51, 63, and 65 examinations and has taught several courses on investment adviser compliance. In addition, he sits on the Education Committee for the National Society of Compliance Professionals.

Jayson Schmitt is a Co-Chief Investment Officer at Chandler Asset Management. In addition to his duties as a Co-CIO, he oversees daily trading. He has been instrumental in the development and integration of quantitative analytic tools for the portfolio management process.

Prior to joining Chandler in 1995, Mr. Schmitt was employed as a Financial Analyst with USA Federal Credit Union in San Diego, managing a $100 million liquidity book. His responsibilities there also included asset/liability management.

Mr. Schmitt earned his B.A. in economics from San Diego State University. He is a member of the CFA Society of San Diego and holds the designation of Chartered Financial Analyst.

*Please see the disclosure page for additional details on professional designations held by our team.

Ryan Tauber is the Managing Director of Business Development at Chandler Asset Management. He is responsible for leading business development which includes the sales, marketing, and client service functions for the firm, as well as leveraging our past successes to expand our client base into other institutional and public agency opportunities.

Ryan brings over 20 years of experience in the financial services industry. Prior to joining Chandler, Ryan held roles with Morgan Stanley, Bank of America, and Union Bank where in addition to business development, his responsibilities included directing both strategy and risk related functions. Ryan is a graduate of the University of Southern California where he received his degree in Finance from the Marshall School of Business. In addition, he received his M.B.A. from Pepperdine University.

Adriana Haefner joined Chandler as Human Resources Director and oversees core HR functions including payroll, benefits, performance management, employee relations, and safety. In her role, Adriana also works to enhance Chandler’s workplace culture through training, development, and recruiting efforts, as well as spearheads the planning, implementation, and evaluation of employee policies, programs, and practices.

Adriana has over twelve years’ experience in Human Resources. Before her role with Chandler, she served as the HR Director for Keller Interiors. Prior positions include HR Manager for the San Diego Convention Center and HR Director for Westcore Properties. Adriana has also served as the HR Manager for El Super Grocery Stores and Target Corporation. Her positions at Target also included Assets Protection Investigator, Logistics Manager, and Operations Manager.

Adriana holds a Bachelor of Arts from the University of Southern California and has her SHRM Senior Certified Professional designation.

Michael Rasmussen joined Chandler Asset Management in March of 2023 as the firm’s Chief Compliance Officer and General Counsel. He leads the compliance team, provides day-to-day guidance and compliance monitoring of the firm’s regulatory environment and the legal framework governing SEC-registered investment advisors. Michael also assists the firm’s CEO with the oversight functions within the firm and administering all aspects of the compliance program.

Michael began his career in the securities industry as a regulator with the Financial Industry Regulatory Authority (FINRA) and since that time has provided legal and compliance consulting services to hundreds of investment advisers, private fund managers, and broker-dealers. Michael has also served as Chief Compliance Officer and General Counsel for several established investment advisory firms. Michael graduated from Nova Southeastern University Shepard Broad College of Law and is a licensed attorney in Florida and a registered solicitor in the United Kingdom. He has passed the FINRA Series 7, 14, 24, 51, 63, and 65 examinations and has taught several courses on investment adviser compliance. In addition, he sits on the Education Committee for the National Society of Compliance Professionals.

Investment Management Team

William Dennehy

William Dennehy II, CFA

Co-Chief Investment Officer

William Dennehy is a Co-Chief Investment Officer at Chandler Asset Management and maintains multiple leadership responsibilities at the firm, including being a member of the Executive Leadership Team since 2016, focused on setting the overall strategic direction of the firm. Specific to the investment team, William co-chairs both the Economic and Market Analysis Committee as well as the Credit Committee and is also a voting member of the firm’s Multi-Asset Class Committee. In addition to his responsibilities in helping to lead the investment team, he is also actively involved with specific client relationships to implement portfolio strategies and securities trading. Of particular emphasis during his time at Chandler, which began in 2011, has been collaborating with clients to expand their investment mandates in an effort to identify more creative and robust investment strategy solutions to meet client goals.

Prior to joining Chandler, William spent 10 years working for Northern Trust Global Investments in Chicago, IL, most recently as a Senior Portfolio Manager and Vice President, with a wide range of responsibilities in asset allocation, quantitative and qualitative analysis, and trading in client accounts. William began his investment career in New York City, working for several financial institutions, including Kidder Peabody, Swiss Bank, and UBS, primarily trading short term interest rate products to support the overall capital market operations of the respective institutions.

William earned his B.S. in Business Administration with an option in Finance from California State University at Chico. He is a member of the CFA Institute and the CFA Society of San Diego and holds the designation of Chartered Financial Analyst (CFA).

*Please see the disclosure page for additional details on professional designations held by our team.

Scott Prickett

Scott Prickett, CTP

Co-Chief Investment Officer

Scott Prickett is a Co-Chief Investment Officer. He is responsible for building and maintaining client relationships with a focus upon developing and enhancing client investment programs. Scott actively participates in the portfolio management process and meets with clients on a regular basis to review their accounts, portfolio activity, portfolio strategy and financial markets. Scott has 30 years of investment industry experience focused largely on managing short-term fixed income strategies for governmental and institutional non-profit clients.

Prior to joining Chandler, Scott was Managing Director and Portfolio Manager at Davidson Fixed Income Management. Scott was directly responsible for managing over $750 million in client assets and had management responsibilities over multiple business units with combined total assets of over $5 billion. These included taxable and tax-exempt SMA programs, a Local Government Investment Pool (LGIP) and SeaCap Investment Advisors. At ALPS Mutual Fund Services, Scott played a key role in developing two SEC registered mutual funds. Scott also spent two years at Pacific Investment Management Company (PIMCO) as a fixed income Portfolio Specialist for over $1.4 billion in assets.

Scott is a graduate of the University of Northern Colorado with a degree in business administration with an emphasis in finance. Scott has earned the Association of Financial Professionals designation as a Certified Treasury Professional (CTP) and is a frequent speaker for various local and national organizations.

*Please see the disclosure page for additional details on professional designations held by our team.

Jayson Schmitt

Jayson Schmitt, CFA

Co-Chief Investment Officer

Jayson Schmitt is a Co-Chief Investment Officer. He has been instrumental in the development and integration of quantitative analytic tools for the portfolio management process.

Prior to joining Chandler in 1995, Mr. Schmitt was employed as a Financial Analyst with USA Federal Credit Union in San Diego, managing a $100 million liquidity book. His responsibilities there also included asset/liability management.

Mr. Schmitt earned his B.A. in economics from San Diego State University. He is a member of the CFA Society of San Diego and holds the designation of Chartered Financial Analyst.

*Please see the disclosure page for additional details on professional designations held by our team.

Genny Lynkiewicz

Genny Lynkiewicz, CFA

Senior Portfolio Manager

Genny Lynkiewicz is a Senior Portfolio Manager at Chandler Asset Management. She is responsible for implementing portfolio strategy and securities trading in client accounts. Prior to joining Chandler in 2015, Genny worked at BMO Asset Management in Chicago where she managed over $8 billion in taxable money market funds, securities lending portfolios and separately managed accounts.

Genny earned a B.B.A. in Finance, Investment & Banking and a Certificate in International Business from the University of Wisconsin, Madison. She holds the designation of Chartered Financial Analyst.

*Please see the disclosure page for additional details on professional designations held by our team.

William Dennehy is a Co-Chief Investment Officer at Chandler Asset Management and maintains multiple leadership responsibilities at the firm, including being a member of the Executive Leadership Team since 2016, focused on setting the overall strategic direction of the firm. Specific to the investment team, William co-chairs both the Economic and Market Analysis Committee as well as the Credit Committee and is also a voting member of the firm’s Multi-Asset Class Committee. In addition to his responsibilities in helping to lead the investment team, he is also actively involved with specific client relationships to implement portfolio strategies and securities trading. Of particular emphasis during his time at Chandler, which began in 2011, has been collaborating with clients to expand their investment mandates in an effort to identify more creative and robust investment strategy solutions to meet client goals.

Prior to joining Chandler, William spent 10 years working for Northern Trust Global Investments in Chicago, IL, most recently as a Senior Portfolio Manager and Vice President, with a wide range of responsibilities in asset allocation, quantitative and qualitative analysis, and trading in client accounts. William began his investment career in New York City, working for several financial institutions, including Kidder Peabody, Swiss Bank, and UBS, primarily trading short term interest rate products to support the overall capital market operations of the respective institutions.

William earned his B.S. in Business Administration with an option in Finance from California State University at Chico. He is a member of the CFA Institute and the CFA Society of San Diego and holds the designation of Chartered Financial Analyst (CFA).

*Please see the disclosure page for additional details on professional designations held by our team.

Scott Prickett is a Co-Chief Investment Officer. He is responsible for building and maintaining client relationships with a focus upon developing and enhancing client investment programs. Scott actively participates in the portfolio management process and meets with clients on a regular basis to review their accounts, portfolio activity, portfolio strategy and financial markets. Scott has 30 years of investment industry experience focused largely on managing short-term fixed income strategies for governmental and institutional non-profit clients.

Prior to joining Chandler, Scott was Managing Director and Portfolio Manager at Davidson Fixed Income Management. Scott was directly responsible for managing over $750 million in client assets and had management responsibilities over multiple business units with combined total assets of over $5 billion. These included taxable and tax-exempt SMA programs, a Local Government Investment Pool (LGIP) and SeaCap Investment Advisors. At ALPS Mutual Fund Services, Scott played a key role in developing two SEC registered mutual funds. Scott also spent two years at Pacific Investment Management Company (PIMCO) as a fixed income Portfolio Specialist for over $1.4 billion in assets.

Scott is a graduate of the University of Northern Colorado with a degree in business administration with an emphasis in finance. Scott has earned the Association of Financial Professionals designation as a Certified Treasury Professional (CTP) and is a frequent speaker for various local and national organizations.

*Please see the disclosure page for additional details on professional designations held by our team.

Jayson Schmitt is a Co-Chief Investment Officer. He has been instrumental in the development and integration of quantitative analytic tools for the portfolio management process.

Prior to joining Chandler in 1995, Mr. Schmitt was employed as a Financial Analyst with USA Federal Credit Union in San Diego, managing a $100 million liquidity book. His responsibilities there also included asset/liability management.

Mr. Schmitt earned his B.A. in economics from San Diego State University. He is a member of the CFA Society of San Diego and holds the designation of Chartered Financial Analyst.

*Please see the disclosure page for additional details on professional designations held by our team.

Genny Lynkiewicz is a Senior Portfolio Manager at Chandler Asset Management. She is responsible for implementing portfolio strategy and securities trading in client accounts. Prior to joining Chandler in 2015, Genny worked at BMO Asset Management in Chicago where she managed over $8 billion in taxable money market funds, securities lending portfolios and separately managed accounts.

Genny earned a B.B.A. in Finance, Investment & Banking and a Certificate in International Business from the University of Wisconsin, Madison. She holds the designation of Chartered Financial Analyst.

*Please see the disclosure page for additional details on professional designations held by our team.

Daniel Delaney

Daniel Delaney, CFA

Senior Portfolio Manager

As a senior portfolio strategist, Daniel (Dan) Delaney is responsible for implementing portfolio strategy and securities trading in client accounts. He is co-Chair of the Sector Committee and a member of both the Credit Committee and the Economic and Market Analysis Committee.

Prior to joining Chandler in 2021, Dan was a Senior Portfolio Manager with Allianz Global Investors, based in New York, responsible for managing Global Credit mandates. Dan also spent ten years as a Global Credit Analyst and Portfolio Manager with Rogge Global Partners, both in London and New York.

Daniel earned a B.A. (Honors) degree in Business Economics from the University of Exeter, UK. He holds the designation of Chartered Financial Analyst (CFA).

Julie Hughes

Julie Hughes

Senior Portfolio Strategist

Julie Hughes has more than 30 years of finance, strategy, and client relationship management experience.  Julie is responsible for building and maintaining client relationships with public agencies along with participating actively in the portfolio management process.  Julie works extensively with clients to develop and implement investment strategies for operating funds and bond proceeds.  She is a frequent speaker at industry conferences and regularly writes the firm’s economic and market commentary.  Julie is a member of Chandler’s Economic and Market Analysis Committee and Quantitative Analysis Committee.   

Prior to joining Chandler, Julie worked as a fixed income portfolio manager, municipal advisor, and municipal credit analyst.  She has deep expertise with structured products and hedging interest rate risk for municipal debt.  In addition to advising the public sector, Julie has held positions in corporate strategy and management consulting.

Julie earned an MBA from the Wharton School of the University of Pennsylvania and a BBA in Marketing from the University of Texas at Austin.

Carlos Oblites

Carlos Oblites

Senior Portfolio and Investment Pool Strategist

Carlos Oblites is Senior Portfolio Strategist. He is responsible for building and maintaining client relationships with public agencies along with participating actively in the portfolio management process. Carlos has 26 years of investment and financial experience, focused largely on managing short-term fixed income and pension strategies for governmental and institutional non-profit clients. Carlos currently serves as Co-Chair of the firm’s Multi Asset Class Committee. He also serves as a member of the Government Finance Officers Association’s (GFOA) Committee on Retirement and Benefits Administration (CORBA), which tracks new industry practices, regulatory and legislative developments, and issues best practices to assist public pension and personnel officers effectively manage state and local retirement funds and employee benefits.

Prior to joining Chandler, Carlos served as the Administrative Services Manager at Central Marin Sanitation Agency (CMSA) and was responsible for all aspects of the Agency’s financial, human resources, administrative support, and information systems activities. He also has significant expertise in serving California public agencies, healthcare, and insurance clients through his roles as Director at PFM Asset Management, and as a Principal at Wells Capital Management. Previous responsibilities include managing a variety of institutional client relationships and developing, implementing, and monitoring customized investment strategies for operating funds, bond proceeds, pension, and post-retirement funds. Carlos has also worked as a teacher for the Long Beach Unified School District.

Carlos holds a Bachelor of Arts degree in History from the University of California, Santa Barbara, and earned a Master’s degree in Business Administration from San Francisco State University.

Alaynè Marie Sampson, CTP

Alaynè Marie Sampson, CTP

Senior Portfolio Strategist

Alaynè Marie Sampson, CTP, joined Chandler in 2022. She is a member of the Investment Management Team and participates actively in the portfolio management process as well as builds and maintains client relationships. Alaynè has over 20 years of investment and financial experience. She focuses on identifying and communicating key investment related themes and trends for implementation into fixed income strategies for local government and institutional clients.

Prior to joining Chandler, Alaynè was a Senior Short-Term Credit Analyst, where she was responsible for fundamental credit analysis of commercial paper issuers for a $135 billion cash portfolio. Other roles include Business Project Manager, TAP Associate, and Senior Business Systems Analyst. Alaynè is the Board Chair for the Court Appointed Special Advocates of Los Angeles.

Alaynè is a graduate of Cornell University with her B.A. in Women’s Studies. She holds the FINRA Series 65 license and earned her Certified Treasury Professional designation in 2024. She is a frequent speaker for various local and national organizations.

As a senior portfolio strategist, Daniel (Dan) Delaney is responsible for implementing portfolio strategy and securities trading in client accounts. He is co-Chair of the Sector Committee and a member of both the Credit Committee and the Economic and Market Analysis Committee.

Prior to joining Chandler in 2021, Dan was a Senior Portfolio Manager with Allianz Global Investors, based in New York, responsible for managing Global Credit mandates. Dan also spent ten years as a Global Credit Analyst and Portfolio Manager with Rogge Global Partners, both in London and New York.

Daniel earned a B.A. (Honors) degree in Business Economics from the University of Exeter, UK. He holds the designation of Chartered Financial Analyst (CFA).

Julie Hughes has more than 30 years of finance, strategy, and client relationship management experience.  Julie is responsible for building and maintaining client relationships with public agencies along with participating actively in the portfolio management process.  Julie works extensively with clients to develop and implement investment strategies for operating funds and bond proceeds.  She is a frequent speaker at industry conferences and regularly writes the firm’s economic and market commentary.  Julie is a member of Chandler’s Economic and Market Analysis Committee and Quantitative Analysis Committee.   

Prior to joining Chandler, Julie worked as a fixed income portfolio manager, municipal advisor, and municipal credit analyst.  She has deep expertise with structured products and hedging interest rate risk for municipal debt.  In addition to advising the public sector, Julie has held positions in corporate strategy and management consulting.

Julie earned an MBA from the Wharton School of the University of Pennsylvania and a BBA in Marketing from the University of Texas at Austin.

Carlos Oblites is Senior Portfolio Strategist. He is responsible for building and maintaining client relationships with public agencies along with participating actively in the portfolio management process. Carlos has 26 years of investment and financial experience, focused largely on managing short-term fixed income and pension strategies for governmental and institutional non-profit clients. Carlos currently serves as Co-Chair of the firm’s Multi Asset Class Committee. He also serves as a member of the Government Finance Officers Association’s (GFOA) Committee on Retirement and Benefits Administration (CORBA), which tracks new industry practices, regulatory and legislative developments, and issues best practices to assist public pension and personnel officers effectively manage state and local retirement funds and employee benefits.

Prior to joining Chandler, Carlos served as the Administrative Services Manager at Central Marin Sanitation Agency (CMSA) and was responsible for all aspects of the Agency’s financial, human resources, administrative support, and information systems activities. He also has significant expertise in serving California public agencies, healthcare, and insurance clients through his roles as Director at PFM Asset Management, and as a Principal at Wells Capital Management. Previous responsibilities include managing a variety of institutional client relationships and developing, implementing, and monitoring customized investment strategies for operating funds, bond proceeds, pension, and post-retirement funds. Carlos has also worked as a teacher for the Long Beach Unified School District.

Carlos holds a Bachelor of Arts degree in History from the University of California, Santa Barbara, and earned a Master’s degree in Business Administration from San Francisco State University.

Alaynè Marie Sampson, CTP, joined Chandler in 2022. She is a member of the Investment Management Team and participates actively in the portfolio management process as well as builds and maintains client relationships. Alaynè has over 20 years of investment and financial experience. She focuses on identifying and communicating key investment related themes and trends for implementation into fixed income strategies for local government and institutional clients.

Prior to joining Chandler, Alaynè was a Senior Short-Term Credit Analyst, where she was responsible for fundamental credit analysis of commercial paper issuers for a $135 billion cash portfolio. Other roles include Business Project Manager, TAP Associate, and Senior Business Systems Analyst. Alaynè is the Board Chair for the Court Appointed Special Advocates of Los Angeles.

Alaynè is a graduate of Cornell University with her B.A. in Women’s Studies. She holds the FINRA Series 65 license and earned her Certified Treasury Professional designation in 2024. She is a frequent speaker for various local and national organizations.

Tim Secontine

Tim Secontine

Senior Credit Analyst

Tim Secontine joined Chandler Asset Management in 2023 as a Senior Credit Analyst. He is responsible for analyzing and assessing the creditworthiness of debt issuers and their debt securities.  He actively participates in the portfolio management process and credit committee. Tim has over 27 years of experience covering public and private credit issuers across loans and investment grade and high yield fixed income markets.

Previously, Tim was at Golub Capital as a credit analyst and portfolio manager where he was responsible for the healthcare sector. Prior to working for Golub Capital, he was at Northern Trust Asset Management as a credit research analyst and portfolio manager.

Tim earned his bachelor’s in Finance & Philosophy from the University of Notre Dame and MSA in Accountancy from DePaul University. He passed the Certified Public Accountant exam and is currently pursuing the Chartered Financial Analyst® designation.

John McDowell

John McDowell, CFA, CMT

Senior Portfolio Manager

John McDowell joined Chandler Asset Management in 2023 as a Portfolio Manager. He is responsible for implementing portfolio strategy and securities trading in client accounts and contributing to the firm’s market outlook.

Prior to joining Chandler, John spent 11 years performing fundamental company and market research and analysis and portfolio management at an investment management firm in Santa Monica and the Irvine Company in Newport Beach. John was also an equity trader with a private practice for five years.

John earned a B.S. degree in Electrical Engineering from the University of Southern California and an M.B.A. from the New York University Stern School of Business. He holds the designations of Chartered Financial Analyst® (CFA) and Chartered Market Technician (CMT).

*Please see the disclosure page for additional details on professional designations held by our team.

Kara Hooks, CTP

Kara Hooks, CTP

Portfolio Strategist

Kara Hooks, CTP, joined Chandler Asset Management in 2012 as an administrative assistant and has had a front row seat to the firm’s growth ever since. Within a year of joining the team, she was tapped to help build and grow the firm’s client service function, instilling the values of proactive communication, fiduciary responsibility, and doing right by every client into the company’s core values.

When she moved from the Client Service Director role to the investment side of the business to become a Portfolio Strategist in 2022, she took those client-centric fundamentals with her. Today, she serves as a primary contact for public agency finance staff across the Western region of the U.S., helping clients understand current market dynamics, choose appropriate investment strategies, update investment policies in line with government code, and build investment programs that benefit their communities.

Kara graduated with her B.A. in communication, emphasis in public relations, from University of the Pacific and earned her M.A. in communication from San Diego State University. Kara was awarded the CFA Institute’s Investment Foundations Certificate (formerly Claritas® Investment Certificate) in 2013 and earned her Certified Treasury Professional designation in 2024. She is a frequent speaker for various local and national organizations.

Karl Meng

Karl Meng

Portfolio Strategist

Karl Meng joined Chandler Asset Management in 2022 as a Portfolio Strategist. He is a member of the Investment Management Team and participates actively in the portfolio management process as well as builds and maintains client relationships. He focuses on identifying and communicating key investment related themes and trends for implementation into clients’ portfolios.

Karl has over 14 years of Institutional Sales & Trading experience specializing in Federal Agency Fixed Income products, Mortgage-Backed Securities, and US Treasuries. Prior to joining Chandler, Karl was a Vice President for Vining Sparks IBG LP, where he was responsible for establishing and maintaining trading relationships with Government Entities and Institutional Asset managers. Karl is a graduate of San Diego State University with his B.A. in Economics. He holds the FINRA Series 7, Series 63, and Series 65 licenses.

Tim Secontine joined Chandler Asset Management in 2023 as a Senior Credit Analyst. He is responsible for analyzing and assessing the creditworthiness of debt issuers and their debt securities.  He actively participates in the portfolio management process and credit committee. Tim has over 27 years of experience covering public and private credit issuers across loans and investment grade and high yield fixed income markets.

Previously, Tim was at Golub Capital as a credit analyst and portfolio manager where he was responsible for the healthcare sector. Prior to working for Golub Capital, he was at Northern Trust Asset Management as a credit research analyst and portfolio manager.

Tim earned his bachelor’s in Finance & Philosophy from the University of Notre Dame and MSA in Accountancy from DePaul University. He passed the Certified Public Accountant exam and is currently pursuing the Chartered Financial Analyst® designation.

John McDowell joined Chandler Asset Management in 2023 as a Portfolio Manager. He is responsible for implementing portfolio strategy and securities trading in client accounts and contributing to the firm’s market outlook.

Prior to joining Chandler, John spent 11 years performing fundamental company and market research and analysis and portfolio management at an investment management firm in Santa Monica and the Irvine Company in Newport Beach. John was also an equity trader with a private practice for five years.

John earned a B.S. degree in Electrical Engineering from the University of Southern California and an M.B.A. from the New York University Stern School of Business. He holds the designations of Chartered Financial Analyst® (CFA) and Chartered Market Technician (CMT).

*Please see the disclosure page for additional details on professional designations held by our team.

Kara Hooks, CTP, joined Chandler Asset Management in 2012 as an administrative assistant and has had a front row seat to the firm’s growth ever since. Within a year of joining the team, she was tapped to help build and grow the firm’s client service function, instilling the values of proactive communication, fiduciary responsibility, and doing right by every client into the company’s core values.

When she moved from the Client Service Director role to the investment side of the business to become a Portfolio Strategist in 2022, she took those client-centric fundamentals with her. Today, she serves as a primary contact for public agency finance staff across the Western region of the U.S., helping clients understand current market dynamics, choose appropriate investment strategies, update investment policies in line with government code, and build investment programs that benefit their communities.

Kara graduated with her B.A. in communication, emphasis in public relations, from University of the Pacific and earned her M.A. in communication from San Diego State University. Kara was awarded the CFA Institute’s Investment Foundations Certificate (formerly Claritas® Investment Certificate) in 2013 and earned her Certified Treasury Professional designation in 2024. She is a frequent speaker for various local and national organizations.

Karl Meng joined Chandler Asset Management in 2022 as a Portfolio Strategist. He is a member of the Investment Management Team and participates actively in the portfolio management process as well as builds and maintains client relationships. He focuses on identifying and communicating key investment related themes and trends for implementation into clients’ portfolios.

Karl has over 14 years of Institutional Sales & Trading experience specializing in Federal Agency Fixed Income products, Mortgage-Backed Securities, and US Treasuries. Prior to joining Chandler, Karl was a Vice President for Vining Sparks IBG LP, where he was responsible for establishing and maintaining trading relationships with Government Entities and Institutional Asset managers. Karl is a graduate of San Diego State University with his B.A. in Economics. He holds the FINRA Series 7, Series 63, and Series 65 licenses.

Stephen Church

Stephen Church

Assistant Portfolio Manager

Stephen Church joined Chandler in 2022 as an Assistant Portfolio Manager. He is responsible for supporting the investment management team with portfolio and fixed income research as well as assisting with trading and reporting issues.

Previously, Stephen worked as an Associate Portfolio Manager at Hearthstone Wealth Management where he provided research on economic and market conditions, trends, asset classes, individual investments, and investment strategies as well as assisted in investment model construction, implementation, management, and maintenance. Prior to working at Hearthstone, he worked at Fisher Investments as a Research Analyst within the Portfolio Evaluation Group.

Stephen graduated from the University of Arizona in 2012 with a B.S. in Business Administration. Stephen is currently pursuing the Chartered Financial Analyst® designation.

Aaron Nail

Aaron Nail, CFA

Assistant Portfolio Manager

Aaron Nail joined Chandler Asset Management in 2022 as an Assistant Portfolio Manager. He is responsible for supporting the investment management team with portfolio and fixed income research as well as assisting with trading and reporting issues. Previously, Aaron worked as a Capital Markets Analyst at Wells Fargo Securities where he was responsible for assisting traders with new issues, repricing current securities, and placing trades with other primary dealers. Aaron was also providing economic and fixed income research to trading, sales and upper management.

Aaron graduated from the University of North Carolina at Charlotte in 2016 with a B.S. in Finance. He holds the FINRA Series 7 and 63 licenses. He is a member of the CFA Institute and the CFA Society of San Diego and holds the designation of Chartered Financial Analyst (CFA).

*Please see the disclosure page for additional details on professional designations held by our team.

Kyle Perry

Kyle Perry

Associate Portfolio Strategist

Kyle Perry joined Chandler Asset Management in 2024 as an Associate Portfolio Strategist. He actively participates in the portfolio management process with a focus on building and maintaining client relationships. He is responsible for identifying and communicating key investment themes and trends for implementation into client portfolios.

Prior to joining Chandler, Kyle owned a commercial insurance business and worked as an investment advisor and broker with Farm Bureau. He holds the FINRA SIE and Series 6, 7, and 66 licenses.

Kyle was a Division I football player for the University of Idaho, where he graduated with a B.S. in Finance in 2020, and earned his Master’s in Finance from the University of Colorado in 2024. In his spare time he coached high school football and baseball while studying for his FINRA exams.

Stephen Church joined Chandler in 2022 as an Assistant Portfolio Manager. He is responsible for supporting the investment management team with portfolio and fixed income research as well as assisting with trading and reporting issues.

Previously, Stephen worked as an Associate Portfolio Manager at Hearthstone Wealth Management where he provided research on economic and market conditions, trends, asset classes, individual investments, and investment strategies as well as assisted in investment model construction, implementation, management, and maintenance. Prior to working at Hearthstone, he worked at Fisher Investments as a Research Analyst within the Portfolio Evaluation Group.

Stephen graduated from the University of Arizona in 2012 with a B.S. in Business Administration. Stephen is currently pursuing the Chartered Financial Analyst® designation.

Aaron Nail joined Chandler Asset Management in 2022 as an Assistant Portfolio Manager. He is responsible for supporting the investment management team with portfolio and fixed income research as well as assisting with trading and reporting issues. Previously, Aaron worked as a Capital Markets Analyst at Wells Fargo Securities where he was responsible for assisting traders with new issues, repricing current securities, and placing trades with other primary dealers. Aaron was also providing economic and fixed income research to trading, sales and upper management.

Aaron graduated from the University of North Carolina at Charlotte in 2016 with a B.S. in Finance. He holds the FINRA Series 7 and 63 licenses. He is a member of the CFA Institute and the CFA Society of San Diego and holds the designation of Chartered Financial Analyst (CFA).

*Please see the disclosure page for additional details on professional designations held by our team.

Kyle Perry joined Chandler Asset Management in 2024 as an Associate Portfolio Strategist. He actively participates in the portfolio management process with a focus on building and maintaining client relationships. He is responsible for identifying and communicating key investment themes and trends for implementation into client portfolios.

Prior to joining Chandler, Kyle owned a commercial insurance business and worked as an investment advisor and broker with Farm Bureau. He holds the FINRA SIE and Series 6, 7, and 66 licenses.

Kyle was a Division I football player for the University of Idaho, where he graduated with a B.S. in Finance in 2020, and earned his Master’s in Finance from the University of Colorado in 2024. In his spare time he coached high school football and baseball while studying for his FINRA exams.

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Business Development

Ryan Tauber

Ryan Tauber

Managing Director of Business Development

Ryan Tauber is the Managing Director of Business Development at Chandler Asset Management. He is responsible for leading business development which includes the sales, marketing, and client service functions for the firm, as well as leveraging our past successes to expand our client base into other institutional and public agency opportunities.

Ryan brings over 20 years of experience in the financial services industry. Prior to joining Chandler, Ryan held roles with Morgan Stanley, Bank of America, and Union Bank where in addition to business development, his responsibilities included directing both strategy and risk related functions. Ryan is a graduate of the University of Southern California where he received his degree in Finance from the Marshall School of Business. In addition, he received his M.B.A. from Pepperdine University.

Stacey Alderson

Stacey Alderson, CTP

Client Service Director

Stacey Alderson joined Chandler Asset Management in 2014 and is a Client Service Director. Stacey oversees the daily responsibilities of the Client Service team including client communication, client reporting, and review/processing of client requested account activity. Stacey collaborates with all departments at Chandler to respond to account-related questions and changes, as well as coordinates the onboarding process of new client accounts.

Stacey serves as a liaison between clients and the Chandler team to facilitate the onboarding of new client accounts, proactively schedule client meetings, maintain existing client relationships, create and distribute client reports, and respond to client-generated requests. In addition, Stacey has significant expertise in assisting clients with cash flow analysis and in developing and maintaining cash flow projections within their treasury management operations.

Stacey began working in the financial services industry in 1998 through positions in both banking and asset management. She earned her B.A. in business administration with an emphasis in accounting from the University of Montevallo. Stacey has received the AFP designation as a Certified Treasury Professional (CTP).

*Please see the disclosure page for additional details on professional designations held by our team.

Hillary

Hillary Schuler-Jones

Director of Marketing

Hillary Schuler-Jones is a Director of Marketing and joined the firm in 2023. She is responsible for shaping the company’s marketing strategy, driving growth in key segments, and ensuring the brand is consistently and effectively represented across all channels.

Hillary has nearly 20 years of experience in marketing, advertising, and public relations. Prior to joining Chandler, she served as Director of Downstream Marketing for a Breg, Inc., where she oversaw corporate communications, events, channel marketing and customer experience. She is a passionate word nerd and grammar fanatic. Prior to Breg, she held roles at The Omidyar Group, Porter Novelli and Sharp HealthCare.

Hillary earned her MBA and dual Bachelor’s degrees in Journalism and Political Science from Cal Poly, San Luis Obispo.

Mia Corral Brown

Mia Corral Brown

Regional Director

Mia Corral Brown is a Regional Director at Chandler. Leveraging over two decades of experience providing client service to both institutional and public sector clients, Mia’s area of focus is on business development and engagement oversight for Public Sector clients in Southern California which include, Cities, Water Districts, Counties, Special Districts and Joint Power Authorities.

In her tenure at Chandler, Mia has served as an Associate, Vice President, Senior Vice President and Sr. Relationship Manager. She is adept at working alongside Public Agencies to provide comprehensive investment management and client service solutions.

Prior to joining Chandler, Mia was employed at Nicholas Applegate Capital Management as an Assistant Marketing Manager and has worked as a Sales Assistant in her early years in the Financial Industry. Mia is an active member of the California Society of Municipal Finance Officers (CSMFO), the Government Finance Officers Association (GFOA), California Municipal Treasurers Association (CMTA), and is a Member of the California Association of California Treasurers and Tax Collectors and several other Associations which support CA Public Agencies. Mia is a founding member of Women in Public Finance, San Diego Chapter and is a member of our Firm’s DEIB Committee.

Mia is a graduate of San Diego State University where she earned her B.A. in communications with an emphasis in business.

 

Ryan Tauber is the Managing Director of Business Development at Chandler Asset Management. He is responsible for leading business development which includes the sales, marketing, and client service functions for the firm, as well as leveraging our past successes to expand our client base into other institutional and public agency opportunities.

Ryan brings over 20 years of experience in the financial services industry. Prior to joining Chandler, Ryan held roles with Morgan Stanley, Bank of America, and Union Bank where in addition to business development, his responsibilities included directing both strategy and risk related functions. Ryan is a graduate of the University of Southern California where he received his degree in Finance from the Marshall School of Business. In addition, he received his M.B.A. from Pepperdine University.

Stacey Alderson joined Chandler Asset Management in 2014 and is a Client Service Director. Stacey oversees the daily responsibilities of the Client Service team including client communication, client reporting, and review/processing of client requested account activity. Stacey collaborates with all departments at Chandler to respond to account-related questions and changes, as well as coordinates the onboarding process of new client accounts.

Stacey serves as a liaison between clients and the Chandler team to facilitate the onboarding of new client accounts, proactively schedule client meetings, maintain existing client relationships, create and distribute client reports, and respond to client-generated requests. In addition, Stacey has significant expertise in assisting clients with cash flow analysis and in developing and maintaining cash flow projections within their treasury management operations.

Stacey began working in the financial services industry in 1998 through positions in both banking and asset management. She earned her B.A. in business administration with an emphasis in accounting from the University of Montevallo. Stacey has received the AFP designation as a Certified Treasury Professional (CTP).

*Please see the disclosure page for additional details on professional designations held by our team.

Hillary Schuler-Jones is a Director of Marketing and joined the firm in 2023. She is responsible for shaping the company’s marketing strategy, driving growth in key segments, and ensuring the brand is consistently and effectively represented across all channels.

Hillary has nearly 20 years of experience in marketing, advertising, and public relations. Prior to joining Chandler, she served as Director of Downstream Marketing for a Breg, Inc., where she oversaw corporate communications, events, channel marketing and customer experience. She is a passionate word nerd and grammar fanatic. Prior to Breg, she held roles at The Omidyar Group, Porter Novelli and Sharp HealthCare.

Hillary earned her MBA and dual Bachelor’s degrees in Journalism and Political Science from Cal Poly, San Luis Obispo.

Mia Corral Brown is a Regional Director at Chandler. Leveraging over two decades of experience providing client service to both institutional and public sector clients, Mia’s area of focus is on business development and engagement oversight for Public Sector clients in Southern California which include, Cities, Water Districts, Counties, Special Districts and Joint Power Authorities.

In her tenure at Chandler, Mia has served as an Associate, Vice President, Senior Vice President and Sr. Relationship Manager. She is adept at working alongside Public Agencies to provide comprehensive investment management and client service solutions.

Prior to joining Chandler, Mia was employed at Nicholas Applegate Capital Management as an Assistant Marketing Manager and has worked as a Sales Assistant in her early years in the Financial Industry. Mia is an active member of the California Society of Municipal Finance Officers (CSMFO), the Government Finance Officers Association (GFOA), California Municipal Treasurers Association (CMTA), and is a Member of the California Association of California Treasurers and Tax Collectors and several other Associations which support CA Public Agencies. Mia is a founding member of Women in Public Finance, San Diego Chapter and is a member of our Firm’s DEIB Committee.

Mia is a graduate of San Diego State University where she earned her B.A. in communications with an emphasis in business.

 

Mel Hamilton

Mel Hamilton

Senior Relationship Manager

Mel Hamilton is a Senior Relationship Manager at Chandler Asset Management. He is responsible for developing and servicing institutional client relationships in the Southeast, including public agencies, healthcare organizations, higher education, insurance funds, and special districts. Mel has over 25 years of investment industry experience that has focused on developing and enhancing investment programs encompassing fixed income and equity strategies for government and institutional clients.

Mel joined the firm in 2014. Prior to joining Chandler, Mel was a Senior Vice President at Davidson Fixed Income Management where he served as a Director of Client Services. He was also a Senior Managing Consultant at PFM Asset Management where he led the firm’s efforts in the Southeast for public agencies, healthcare, higher education, and insurance funds. He also previously worked at Trusco Capital Management where he led not for profit institutional sales in Florida.

Mel is a graduate of the University of Virginia, McIntire School of Commerce, with his B.S. in Business Administration. He also currently holds FINRA Series 7, 63 and 66 licenses.

Aneil Murthy

Aneil Murthy

Senior Relationship Manager

Aneil (Neil) Murthy is a Senior Relationship Manager and joined the firm in 2020. He has over a decade of experience in finance servicing public agency and institutional clients. Neil’s area of focus is on the development of client relationships in the public sector and he serves as a relationship manager for existing clients throughout Northern California.

Prior to joining Chandler, Neil was a Relationship Manager for BNY Mellon Corporate Trust’s Public-Not-For-Profit segment and was dedicated exclusively to California. Neil’s responsibilities included ensuring satisfaction for the bank’s high value clients and seeking out new opportunities. In this role, Neil serviced California cities, counties, special districts and transportation authorities and gained a broad understanding of the specific investment needs and financial challenges these entities face. Neil also worked for The Hartford Financial Services and served in a variety of client facing roles.

Neil is a graduate of the University of Connecticut with a B.A. in Political Science and earned an M.B.A. from Post University. Neil holds the FINRA Series 65 license.

Lili Arnsdorff

Lili Arnsdorff

Relationship Manager

Lili Arnsdorff joined Chandler Asset Management in 2023 as a Relationship Manager. She is responsible for the development of institutional client relationships across the southeastern United States including public agencies, healthcare organizations, higher education, insurance funds, and special districts.

Lili has spent her career in the Financial Services Industry and comes from a technology background. Her previous roles include time with Nasdaq, John Hancock, and Backstop Solutions in various client-facing roles based in Atlanta. In her previous roles, she worked with the investment teams for Institutional Investors such as Public Pensions, Endowments, Foundations, and Consultants. She has held several professional certifications including FINRA Series 6, SIE, FINRA Series 63, Life Insurance and Variable Annuity Certification, and a B2 Certification in Spanish Language.

She graduated from the University of Tennessee with a B.S. in Communications with an emphasis in Spanish and Business.

Gabrielle

Gabrielle Eacock

Client Service Specialist

Gabrielle Eacock joined Chandler in 2019. She serves as a primary point of contact for our clients, maintaining existing client relationships through effective responses to client inquiries, conducting timely portfolio reviews, and engaging in strategic communication. She also maintains the client database and oversees the Chandler Client Portal.

Prior to joining Chandler, Gabrielle was a research assistant at San Diego State University. She has over 10 years of customer service and hospitality experience.

Gabrielle holds a B.A. in Psychology with an emphasis in Industrial and Organizational Psychology as well as a minor in Women’s Studies from San Diego State University. She is a notary public and was awarded the CFA Institute’s Investment Foundations Certificate (formerly Claritas® Investment Certificate) in 2022. She is currently working toward the FINRA Series 65 license.

Mel Hamilton is a Senior Relationship Manager at Chandler Asset Management. He is responsible for developing and servicing institutional client relationships in the Southeast, including public agencies, healthcare organizations, higher education, insurance funds, and special districts. Mel has over 25 years of investment industry experience that has focused on developing and enhancing investment programs encompassing fixed income and equity strategies for government and institutional clients.

Mel joined the firm in 2014. Prior to joining Chandler, Mel was a Senior Vice President at Davidson Fixed Income Management where he served as a Director of Client Services. He was also a Senior Managing Consultant at PFM Asset Management where he led the firm’s efforts in the Southeast for public agencies, healthcare, higher education, and insurance funds. He also previously worked at Trusco Capital Management where he led not for profit institutional sales in Florida.

Mel is a graduate of the University of Virginia, McIntire School of Commerce, with his B.S. in Business Administration. He also currently holds FINRA Series 7, 63 and 66 licenses.

Aneil (Neil) Murthy is a Senior Relationship Manager and joined the firm in 2020. He has over a decade of experience in finance servicing public agency and institutional clients. Neil’s area of focus is on the development of client relationships in the public sector and he serves as a relationship manager for existing clients throughout Northern California.

Prior to joining Chandler, Neil was a Relationship Manager for BNY Mellon Corporate Trust’s Public-Not-For-Profit segment and was dedicated exclusively to California. Neil’s responsibilities included ensuring satisfaction for the bank’s high value clients and seeking out new opportunities. In this role, Neil serviced California cities, counties, special districts and transportation authorities and gained a broad understanding of the specific investment needs and financial challenges these entities face. Neil also worked for The Hartford Financial Services and served in a variety of client facing roles.

Neil is a graduate of the University of Connecticut with a B.A. in Political Science and earned an M.B.A. from Post University. Neil holds the FINRA Series 65 license.

Lili Arnsdorff joined Chandler Asset Management in 2023 as a Relationship Manager. She is responsible for the development of institutional client relationships across the southeastern United States including public agencies, healthcare organizations, higher education, insurance funds, and special districts.

Lili has spent her career in the Financial Services Industry and comes from a technology background. Her previous roles include time with Nasdaq, John Hancock, and Backstop Solutions in various client-facing roles based in Atlanta. In her previous roles, she worked with the investment teams for Institutional Investors such as Public Pensions, Endowments, Foundations, and Consultants. She has held several professional certifications including FINRA Series 6, SIE, FINRA Series 63, Life Insurance and Variable Annuity Certification, and a B2 Certification in Spanish Language.

She graduated from the University of Tennessee with a B.S. in Communications with an emphasis in Spanish and Business.

Gabrielle Eacock joined Chandler in 2019. She serves as a primary point of contact for our clients, maintaining existing client relationships through effective responses to client inquiries, conducting timely portfolio reviews, and engaging in strategic communication. She also maintains the client database and oversees the Chandler Client Portal.

Prior to joining Chandler, Gabrielle was a research assistant at San Diego State University. She has over 10 years of customer service and hospitality experience.

Gabrielle holds a B.A. in Psychology with an emphasis in Industrial and Organizational Psychology as well as a minor in Women’s Studies from San Diego State University. She is a notary public and was awarded the CFA Institute’s Investment Foundations Certificate (formerly Claritas® Investment Certificate) in 2022. She is currently working toward the FINRA Series 65 license.

Katie Yuan

Katie Yuan

Client Service Specialist

Katie Yuan is a Client Service Specialist and joined Chandler Asset Management in 2021. She serves as a liaison between clients and the Chandler team to maintain existing client relationships. She proactively schedules client meetings, creates and distributes client reports, and responds to client-generated requests. She also maintains the client database and assists with the Chandler Client Portal. 

Katie is a graduate of Colorado State University and earned her B.S. in business administration with a dual emphasis in finance and management.

Nolan

Nolan Serumaga

Client Service Associate

Nolan Serumaga  joined Chandler in 2023. He helps new clients seamlessly onboard to Chandler’s systems and existing clients get the reports, documents and access they need to successfully run their programs. He also maintains the client database and is an expert in navigating Chandler’s 24/7 on-demand client portal.  

Previously, Nolan interned at both PIMCO and Capital Group, where he gained broad exposure to financial markets, portfolio analysis, and client communication. He was drawn to the financial services industry after seeing the pride his aunt took in her small business in Uganda and wanting to make it easier for people like her to understand and leverage financial tools to sustain and grow their investments. 

Nolan is a graduate of California State University San Marcos with a B.S. in Business Administration. He grew up in a multilingual family that spurred his fascination with linguistics; he is fluent in Luganda, holds the State Seal of Biliteracy in Spanish and is learning Farsi in his spare time.

Kelli Panther

Kelli Panther

Client Service Associate

Kelli Panther is a Client Service Associate and has over 30 years of experience in the Wealth Management sector.  She serves as a liaison between clients and the Chandler team to maintain existing client relationships. She proactively schedules client meetings, creates and distributes client reports, and responds to client-generated requests. She also maintains the client database and assists with the Chandler Client Portal.
Nicole Tyson

Nicole Tyson

Marketing Specialist

Nicole joined Chandler in March 2024 and is responsible for brand management, campaign planning and events. 

Nicole spent most of her career at Breg, a medical device company, where she took on a variety of roles, including sales rep training, customer education, product management, collateral development and coordinating national tradeshows. She also led a company rebrand and oversaw the onboarding of several acquisitions into the new brand platform. 

She graduated from California State University San Marcos with a B.A. in Sociology and a minor in Communications.

Katie Yuan is a Client Service Specialist and joined Chandler Asset Management in 2021. She serves as a liaison between clients and the Chandler team to maintain existing client relationships. She proactively schedules client meetings, creates and distributes client reports, and responds to client-generated requests. She also maintains the client database and assists with the Chandler Client Portal. 

Katie is a graduate of Colorado State University and earned her B.S. in business administration with a dual emphasis in finance and management.

Nolan Serumaga  joined Chandler in 2023. He helps new clients seamlessly onboard to Chandler’s systems and existing clients get the reports, documents and access they need to successfully run their programs. He also maintains the client database and is an expert in navigating Chandler’s 24/7 on-demand client portal.  

Previously, Nolan interned at both PIMCO and Capital Group, where he gained broad exposure to financial markets, portfolio analysis, and client communication. He was drawn to the financial services industry after seeing the pride his aunt took in her small business in Uganda and wanting to make it easier for people like her to understand and leverage financial tools to sustain and grow their investments. 

Nolan is a graduate of California State University San Marcos with a B.S. in Business Administration. He grew up in a multilingual family that spurred his fascination with linguistics; he is fluent in Luganda, holds the State Seal of Biliteracy in Spanish and is learning Farsi in his spare time.

Kelli Panther is a Client Service Associate and has over 30 years of experience in the Wealth Management sector.  She serves as a liaison between clients and the Chandler team to maintain existing client relationships. She proactively schedules client meetings, creates and distributes client reports, and responds to client-generated requests. She also maintains the client database and assists with the Chandler Client Portal.
Nicole joined Chandler in March 2024 and is responsible for brand management, campaign planning and events. 

Nicole spent most of her career at Breg, a medical device company, where she took on a variety of roles, including sales rep training, customer education, product management, collateral development and coordinating national tradeshows. She also led a company rebrand and oversaw the onboarding of several acquisitions into the new brand platform. 

She graduated from California State University San Marcos with a B.A. in Sociology and a minor in Communications.
Casey Hermoso

Casey Hermoso

Marketing Associate

Casey joined the Chandler team in March 2024 to lead proposal development and create compelling marketing content. She is passionate about brand strategy and connecting with clients and prospects to better understand our services through their experiences. 

Prior to joining Chandler, Casey gained diverse marketing and project management experience at companies including Guild Mortgage, Hyundai Translead and Millenium Health. Most recently, she served as a product marketing associate and technical writer for CTK Biotech, where she managed technical documentation for multiple global product lines. 

Casey earned her Bachelor of Arts degree in Psychology from the University of California, Santa Barbara.
Jorge Garcia

Jorge Garcia

Marketing Intern

Jorge joined Chandler in 2024 as a marketing intern, fueled by a desire to explore different dimensions of the finance industry while pursuing his B.A. in Business Economics (with a minor in Marketing) at UC San Diego.

He manages Chandler’s social media presence and assists the marketing team with collateral updates, company communication and special projects.

His marketing experience includes serving as Director of Marketing of Warren College Council at UCSD and completing an internship at AskSia AI. His anticipated graduation date is June 2026. 

Casey joined the Chandler team in March 2024 to lead proposal development and create compelling marketing content. She is passionate about brand strategy and connecting with clients and prospects to better understand our services through their experiences. 

Prior to joining Chandler, Casey gained diverse marketing and project management experience at companies including Guild Mortgage, Hyundai Translead and Millenium Health. Most recently, she served as a product marketing associate and technical writer for CTK Biotech, where she managed technical documentation for multiple global product lines. 

Casey earned her Bachelor of Arts degree in Psychology from the University of California, Santa Barbara.

Jorge joined Chandler in 2024 as a marketing intern, fueled by a desire to explore different dimensions of the finance industry while pursuing his B.A. in Business Economics (with a minor in Marketing) at UC San Diego.

He manages Chandler’s social media presence and assists the marketing team with collateral updates, company communication and special projects.

His marketing experience includes serving as Director of Marketing of Warren College Council at UCSD and completing an internship at AskSia AI. His anticipated graduation date is June 2026. 

Operations & Compliance Team

Michael Rasmussen

Michael Rasmussen, JD

Chief Compliance Officer/ General Counsel

Michael Rasmussen joined Chandler Asset Management in March of 2023 as the firm’s Chief Compliance Officer and General Counsel. He leads the compliance team, provides day-to-day guidance and compliance monitoring of the firm’s regulatory environment and the legal framework governing SEC-registered investment advisors. Michael also assists the firm’s CEO with the oversight functions within the firm and administering all aspects of the compliance program.

Michael began his career in the securities industry as a regulator with the Financial Industry Regulatory Authority (FINRA) and since that time has provided legal and compliance consulting services to hundreds of investment advisers, private fund managers, and broker-dealers. Michael has also served as Chief Compliance Officer and General Counsel for several established investment advisory firms. Michael graduated from Nova Southeastern University Shepard Broad College of Law and is a licensed attorney in Florida and a registered solicitor in the United Kingdom. He has passed the FINRA Series 7, 14, 24, 51, 63, and 65 examinations and has taught several courses on investment adviser compliance. In addition, he sits on the Education Committee for the National Society of Compliance Professionals.

Kristin Franco

Kristin Franco

Director of Investment Operations

Kristin Franco joined Chandler in 2022 as the Director of Investment Operations. She is responsible for implementing investment operation best practices, supervising the operations team, and managing the supporting accounting/investment systems and processes.

Prior to joining the firm, Kristin served as Vice President and Head of Account Implementation in PIMCO’s Municipal SMA Client Service and Operations department. Kristin has over 15 years in the financial industry where she served in various Client Service and Operational roles at Gurtin Municipal Bond Management LLC, Wells Fargo Advisors, LLC and Merrill Lynch.

Kristin is a graduate of Humboldt State University where she earned her B.A in Psychology with an emphasis in Organizational Management. Kristin also received her M.A. in Management from the University of Redlands with an emphasis in Training, Coaching, and Development.

Rhea Gutierrez

Rhea Gutierrez, IACCP

Senior Compliance Officer

Rhea Gutierrez joined Chandler Asset Management in 2014 and is a Senior Compliance Officer. She monitors compliance with client investment policies/guidelines, regulations, internal policies, and procedures. She also assists in the oversight of record retention and with the review process for all marketing and advertising materials.

Rhea has over 19 years of experience in investment management and held various roles in Compliance Risk Management, Institutional Trading, and Investment Operations.  Prior to joining Chandler, Rhea worked at Brandes Investment Partners with the Legal & Compliance team as Compliance Analyst.  Prior to her compliance role, Rhea served as Institutional Trader on the Institutional Trading desk at Brandes.  Previously, she was at Caywood-Scholl Capital Management with the Portfolio Management team providing support in fixed income research and financial analysis.  Other roles include Assistant Manager in Operations.

Rhea earned a B.A. from the University of California San Diego in Political Science.  She holds the designation of Investment Adviser Certified Compliance Professional (IACCP).

Monica Stephens

Monica Stephens, IMC, BAIM

Compliance Specialist

Monica Stephens joined Chandler Asset Management in 2023 as a Compliance Specialist.  She is responsible for providing guidance and monitoring the firm’s legal and regulatory requirements.  Her previous roles include Vice President Compliance Officer with Barclays Wealth Investment Management, Senior Compliance Officer, and Senior Analyst.

Monica received her B.S. degree from SFSU.

 

 

Michael Rasmussen joined Chandler Asset Management in March of 2023 as the firm’s Chief Compliance Officer and General Counsel. He leads the compliance team, provides day-to-day guidance and compliance monitoring of the firm’s regulatory environment and the legal framework governing SEC-registered investment advisors. Michael also assists the firm’s CEO with the oversight functions within the firm and administering all aspects of the compliance program.

Michael began his career in the securities industry as a regulator with the Financial Industry Regulatory Authority (FINRA) and since that time has provided legal and compliance consulting services to hundreds of investment advisers, private fund managers, and broker-dealers. Michael has also served as Chief Compliance Officer and General Counsel for several established investment advisory firms. Michael graduated from Nova Southeastern University Shepard Broad College of Law and is a licensed attorney in Florida and a registered solicitor in the United Kingdom. He has passed the FINRA Series 7, 14, 24, 51, 63, and 65 examinations and has taught several courses on investment adviser compliance. In addition, he sits on the Education Committee for the National Society of Compliance Professionals.

Kristin Franco joined Chandler in 2022 as the Director of Investment Operations. She is responsible for implementing investment operation best practices, supervising the operations team, and managing the supporting accounting/investment systems and processes.

Prior to joining the firm, Kristin served as Vice President and Head of Account Implementation in PIMCO’s Municipal SMA Client Service and Operations department. Kristin has over 15 years in the financial industry where she served in various Client Service and Operational roles at Gurtin Municipal Bond Management LLC, Wells Fargo Advisors, LLC and Merrill Lynch.

Kristin is a graduate of Humboldt State University where she earned her B.A in Psychology with an emphasis in Organizational Management. Kristin also received her M.A. in Management from the University of Redlands with an emphasis in Training, Coaching, and Development.

Rhea Gutierrez joined Chandler Asset Management in 2014 and is a Senior Compliance Officer. She monitors compliance with client investment policies/guidelines, regulations, internal policies, and procedures. She also assists in the oversight of record retention and with the review process for all marketing and advertising materials.

Rhea has over 19 years of experience in investment management and held various roles in Compliance Risk Management, Institutional Trading, and Investment Operations.  Prior to joining Chandler, Rhea worked at Brandes Investment Partners with the Legal & Compliance team as Compliance Analyst.  Prior to her compliance role, Rhea served as Institutional Trader on the Institutional Trading desk at Brandes.  Previously, she was at Caywood-Scholl Capital Management with the Portfolio Management team providing support in fixed income research and financial analysis.  Other roles include Assistant Manager in Operations.

Rhea earned a B.A. from the University of California San Diego in Political Science.  She holds the designation of Investment Adviser Certified Compliance Professional (IACCP).

Monica Stephens joined Chandler Asset Management in 2023 as a Compliance Specialist.  She is responsible for providing guidance and monitoring the firm’s legal and regulatory requirements.  Her previous roles include Vice President Compliance Officer with Barclays Wealth Investment Management, Senior Compliance Officer, and Senior Analyst.

Monica received her B.S. degree from SFSU.

 

 
Wesley Swana

Wesley Swana

Operations Specialist

Wesley Swana joined Chandler Asset Management as an Operations Specialist II in 2023. He provides support with daily reconciliation of accounts, processing of daily trades, and portfolio reporting, and acts as a liaison between brokers and custodians.

Prior to Chandler, Wesley was an Index Sales Specialist at MSCI and worked as an analyst for Bloomberg, covering renewable energy asset finance, as well as coordinating Bloomberg New Energy Finance’s Clean Energy League Tables.

Wesley has a BCom degree in Economics from the University of South Africa and is a CAIA® Charterholder. Wesley is currently pursuing the Chartered Financial Analyst® designation.
Daniel Smith

Daniel Smith

Operations Specialist

Daniel Smith joined Chandler Asset Management in 2023 as an Operations Specialist. He provides support with daily reconciliation of accounts, processing of daily trades, and portfolio reporting, and acts as a liaison between brokers and custodians.

Daniel has previous experience in both small business and residential mortgage lending. He was a Credit Analyst at National Funding where he was responsible for reviewing personal and business credit and documentation. Prior to working at National Funding, he worked for American Internet Mortgage as a Loan officer, performing consultation and loan origination. He also served as a Client Service Associate at LPL Financial.

Daniel received his B.S. degree in business economics from Azusa Pacific University in 2019.

Esteban

Esteban Rascon

Operations Specialist

Esteban Rascon joined Chandler Asset Management in March 2024, bringing a strong understanding of the brokerage industry, investment management and operations from more than 20 years in the financial services industry. He provides support for daily trade processing and portfolio reporting and acts as a liaison between brokers and custodians.

 

Prior to joining Chandler, Esteban was an institutional money market trader with MUFG Union Bank’s Global Consumer Investment Banking division, where he executed high-volume, large-dollar money market transactions with major fund companies on multiple bank and vendor trading platforms. He also served as head of trading and operations for Messner and Smith Investment Management, leading all phases of the trading cycle, and worked as an investment officer on the securities lending desk for Marshall and Ilsley Bank in Las Vegas.

 

Esteban received his BA in Economics from San Diego State University and resides in the San Diego area.

Luz DeVries

Luz DeVries

Operations Specialist

Luz Devries joined Chandler in April 2024 to support daily account reconciliation, trade processing, and portfolio reporting, and acts as a liaison between brokers and custodians.

Previously, Luz worked as a Trust Operations Manager at Union Bank, performing trade execution, swifts’ foreign currency, CUSIP asset location coding, and assisting with trading and reporting issues. She also supported relationship project managers in setting up new retail and institutional money market funds.

Luz graduated from the La Consolacion College at Manila, Philippines with BSC in Banking & Finance.

Wesley Swana joined Chandler Asset Management as an Operations Specialist II in 2023. He provides support with daily reconciliation of accounts, processing of daily trades, and portfolio reporting, and acts as a liaison between brokers and custodians.

Prior to Chandler, Wesley was an Index Sales Specialist at MSCI and worked as an analyst for Bloomberg, covering renewable energy asset finance, as well as coordinating Bloomberg New Energy Finance’s Clean Energy League Tables.

Wesley has a BCom degree in Economics from the University of South Africa and is a CAIA® Charterholder. Wesley is currently pursuing the Chartered Financial Analyst® designation.

Daniel Smith joined Chandler Asset Management in 2023 as an Operations Specialist. He provides support with daily reconciliation of accounts, processing of daily trades, and portfolio reporting, and acts as a liaison between brokers and custodians.

Daniel has previous experience in both small business and residential mortgage lending. He was a Credit Analyst at National Funding where he was responsible for reviewing personal and business credit and documentation. Prior to working at National Funding, he worked for American Internet Mortgage as a Loan officer, performing consultation and loan origination. He also served as a Client Service Associate at LPL Financial.

Daniel received his B.S. degree in business economics from Azusa Pacific University in 2019.

Esteban Rascon joined Chandler Asset Management in March 2024, bringing a strong understanding of the brokerage industry, investment management and operations from more than 20 years in the financial services industry. He provides support for daily trade processing and portfolio reporting and acts as a liaison between brokers and custodians.

 

Prior to joining Chandler, Esteban was an institutional money market trader with MUFG Union Bank’s Global Consumer Investment Banking division, where he executed high-volume, large-dollar money market transactions with major fund companies on multiple bank and vendor trading platforms. He also served as head of trading and operations for Messner and Smith Investment Management, leading all phases of the trading cycle, and worked as an investment officer on the securities lending desk for Marshall and Ilsley Bank in Las Vegas.

 

Esteban received his BA in Economics from San Diego State University and resides in the San Diego area.

Luz Devries joined Chandler in April 2024 to support daily account reconciliation, trade processing, and portfolio reporting, and acts as a liaison between brokers and custodians.

Previously, Luz worked as a Trust Operations Manager at Union Bank, performing trade execution, swifts’ foreign currency, CUSIP asset location coding, and assisting with trading and reporting issues. She also supported relationship project managers in setting up new retail and institutional money market funds.

Luz graduated from the La Consolacion College at Manila, Philippines with BSC in Banking & Finance.

Jake Rees

Jake Rees

Operations Associate

Jake Rees joined the Firm in April 2024 to support daily account reconciliation, trade processing and portfolio reporting. He also acts as a liaison between brokers and custodians.

Before joining Chandler, Jake worked within the registered investment adviser (RIA) retail space at Callan Capital as a Client Service and Operations Associate and at BWM Financial as a Client Service Specialist/Junior Trader.

Originally from Palm Springs, California, Jake graduated from UCLA in 2017 with a degree in Economics. With over five years of experience in the financial sector, he’s supported advisers in various roles, handling client onboarding, account maintenance, trades, and other core functions.

Christian

Christian Fleming

Operations Associate

Christian Fleming joined Chandler Asset Management in 2023 as an Administrative Assistant. He supports the Office Manager and various departments with maintaining all office activities, event planning, processing daily receivables, purchasing, supplies, and facilities. Christian also assists in directing and coordinating office services and related activities including internal office moves and providing arrangements for meetings.

Prior to joining the firm, he was a Facilities Operations and Project Admin Specialist at Cue Health. Christian earned his B.A. in Business Administration & Management from San Diego State University in 2021.

Sammie Maixner

Sammie Maixner

Law Clerk

Samantha Maixner joined Chandler in 2024 as a Law Clerk. She is responsible for monitoring changes in the federal privacy-related consumer protection laws and assisting the compliance team.

Prior to Chandler, she served as a Judicial Extern with the U.S. District Court for the Southern District of California and as a Law Clerk at Northrop Grumman and the U.S. attorney’s office.

Samantha received her bachelor’s degree in Pre-Physical Therapy at Baylor University and is attending law school at the University of San Diego, with an anticipated graduation date in May 2025.

Jake Rees joined the Firm in April 2024 to support daily account reconciliation, trade processing and portfolio reporting. He also acts as a liaison between brokers and custodians.

Before joining Chandler, Jake worked within the registered investment adviser (RIA) retail space at Callan Capital as a Client Service and Operations Associate and at BWM Financial as a Client Service Specialist/Junior Trader.

Originally from Palm Springs, California, Jake graduated from UCLA in 2017 with a degree in Economics. With over five years of experience in the financial sector, he’s supported advisers in various roles, handling client onboarding, account maintenance, trades, and other core functions.

Christian Fleming joined Chandler Asset Management in 2023 as an Administrative Assistant. He supports the Office Manager and various departments with maintaining all office activities, event planning, processing daily receivables, purchasing, supplies, and facilities. Christian also assists in directing and coordinating office services and related activities including internal office moves and providing arrangements for meetings.

Prior to joining the firm, he was a Facilities Operations and Project Admin Specialist at Cue Health. Christian earned his B.A. in Business Administration & Management from San Diego State University in 2021.

Samantha Maixner joined Chandler in 2024 as a Law Clerk. She is responsible for monitoring changes in the federal privacy-related consumer protection laws and assisting the compliance team.

Prior to Chandler, she served as a Judicial Extern with the U.S. District Court for the Southern District of California and as a Law Clerk at Northrop Grumman and the U.S. attorney’s office.

Samantha received her bachelor’s degree in Pre-Physical Therapy at Baylor University and is attending law school at the University of San Diego, with an anticipated graduation date in May 2025.

Administrative & IT Team

Adriana Haefner

Adriana Haefner, SHRM-SCP

Human Resources Director

Adriana Haefner joined Chandler as Human Resources Director and oversees core HR functions including payroll, benefits, performance management, employee relations, and safety. In her role, Adriana also works to enhance Chandler’s workplace culture through training, development, and recruiting efforts, as well as spearheads the planning, implementation, and evaluation of employee policies, programs, and practices.

Adriana has over twelve years’ experience in Human Resources. Before her role with Chandler, she served as the HR Director for Keller Interiors. Prior positions include HR Manager for the San Diego Convention Center and HR Director for Westcore Properties. Adriana has also served as the HR Manager for El Super Grocery Stores and Target Corporation. Her positions at Target also included Assets Protection Investigator, Logistics Manager, and Operations Manager.

Adriana holds a Bachelor of Arts from the University of Southern California and has her SHRM Senior Certified Professional designation.

Trang Nguyen

Trang Nguyen

Office Manager

Trang Nguyen is Office Manager at Chandler Asset Management. In her roles, she manages various projects, including accounting, benefits, payroll, event planning and recruitment. Trang also provides executive support to the CEO and COO.

Trang joined Chandler in 2013 with over 13 years of administrative and business operations support. Prior to joining the firm, she was an Executive Administrative Manager and Corporate Paralegal at Fallbrook Technologies and a Litigation Paralegal and International Operations Supervisor for The UPS Store corporate office.

Trang graduated from University of California, San Diego, earning her B.A. in history and political science and a M.B.A. from University of Phoenix. She also earned her paralegal certificate from the University of San Diego and is a notary public.

Devon

Devon Morris

Information Technology Manager

Devon Morris is an IT Manager and joined the firm in 2023 with over 25 years of information technology experience.  In his role, Devon will lead the modernization of the technical infrastructure, collaboration services, data, and analytics as well as security and ongoing strategy of technology.

Prior to joining Chandler, Devon worked at Microsoft Corporation for 19 years and held positions as a Senior Consultant, Program Manager, Engagement Manager, Account Executive, and Digital Advisor. He was responsible for messaging and collaboration, systems management, security monitoring, and cloud computing. In addition to his technical background, Devon’s professional experience includes working in the capacity of engagement manager, program manager, account manager, and project manager. 

Devon holds a B.S. in Business Administration from Colorado Technical University.

Michael Ramos

Michael Ramos

Senior Business Analyst

Michael Ramos is the Senior Business Analyst – Investments Technology at Chandler Asset Management. He is responsible for analyzing and advising current and future strategic business needs with investment technology related functions. Mike provides senior level consulting services to senior management and key stakeholders. Mike also provides department level support for business systems functionality, financial data management, and business process improvements. Mike’s previous role was Operations Director, where he oversaw the Investment Operations Team, trade processing, trade settlements, portfolio accounting, statement reconciliation, and client reporting. He joined Chandler Asset Management in 2004 as an Operation Associate. His previous experience includes financial accounting and reporting.

Mike earned his B.S. in business administration with a specialization in finance from California State University, San Marcos in 2003. In 2009, he received his M.B.A. in finance from National University.

Adriana Haefner joined Chandler as Human Resources Director and oversees core HR functions including payroll, benefits, performance management, employee relations, and safety. In her role, Adriana also works to enhance Chandler’s workplace culture through training, development, and recruiting efforts, as well as spearheads the planning, implementation, and evaluation of employee policies, programs, and practices.

Adriana has over twelve years’ experience in Human Resources. Before her role with Chandler, she served as the HR Director for Keller Interiors. Prior positions include HR Manager for the San Diego Convention Center and HR Director for Westcore Properties. Adriana has also served as the HR Manager for El Super Grocery Stores and Target Corporation. Her positions at Target also included Assets Protection Investigator, Logistics Manager, and Operations Manager.

Adriana holds a Bachelor of Arts from the University of Southern California and has her SHRM Senior Certified Professional designation.

Trang Nguyen is Office Manager at Chandler Asset Management. In her roles, she manages various projects, including accounting, benefits, payroll, event planning and recruitment. Trang also provides executive support to the CEO and COO.

Trang joined Chandler in 2013 with over 13 years of administrative and business operations support. Prior to joining the firm, she was an Executive Administrative Manager and Corporate Paralegal at Fallbrook Technologies and a Litigation Paralegal and International Operations Supervisor for The UPS Store corporate office.

Trang graduated from University of California, San Diego, earning her B.A. in history and political science and a M.B.A. from University of Phoenix. She also earned her paralegal certificate from the University of San Diego and is a notary public.

Devon Morris is an IT Manager and joined the firm in 2023 with over 25 years of information technology experience.  In his role, Devon will lead the modernization of the technical infrastructure, collaboration services, data, and analytics as well as security and ongoing strategy of technology.

Prior to joining Chandler, Devon worked at Microsoft Corporation for 19 years and held positions as a Senior Consultant, Program Manager, Engagement Manager, Account Executive, and Digital Advisor. He was responsible for messaging and collaboration, systems management, security monitoring, and cloud computing. In addition to his technical background, Devon’s professional experience includes working in the capacity of engagement manager, program manager, account manager, and project manager. 

Devon holds a B.S. in Business Administration from Colorado Technical University.

Michael Ramos is the Senior Business Analyst – Investments Technology at Chandler Asset Management. He is responsible for analyzing and advising current and future strategic business needs with investment technology related functions. Mike provides senior level consulting services to senior management and key stakeholders. Mike also provides department level support for business systems functionality, financial data management, and business process improvements. Mike’s previous role was Operations Director, where he oversaw the Investment Operations Team, trade processing, trade settlements, portfolio accounting, statement reconciliation, and client reporting. He joined Chandler Asset Management in 2004 as an Operation Associate. His previous experience includes financial accounting and reporting.

Mike earned his B.S. in business administration with a specialization in finance from California State University, San Marcos in 2003. In 2009, he received his M.B.A. in finance from National University.

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