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Chandler Asset Management, Inc.

6225 Lusk Blvd
San Diego, California 92121
United States
 
Contact :      Jeannie Palmero
Phone :       858-546-3737
Fax :             858-546-3741
Email :         jeannie.palmero@chandlerasset.com
Web :           http://www.chandlerasset.com

Chandler Asset Management, Inc. Information

Type of organization : S Corporation
Total Assets Managed ($Mil) : $12,407
Tax-Exempt Managed ($Mil) : $12,643
Taxable Assets Managed ($Mil) : $390
Year Founded : 1988
Wrap Programs Offered? : Yes
# of Accounts Managed : 955
In-House Research : 80 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : No
Wrap Program Description  
In $ Thousands
  $
  $
  $

Chandler Asset Management, Inc. History

Chandler Asset Management (Chandler) is an SEC-registered investment adviser and woman-owned business enterprise with its principal place of business in San Diego, California. The firms founder, Kay Chandler, began her investment career as the Investment Officer for the County of San Diego, where she worked for eight years, before joining the City of San Diego as its Investment Officer. In 1988, she founded the firm in response to the pressing need she observed within the public sector for professional expertise and technological resources that could optimize public sector investment programs.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
636
$309
 
Limited Partnership :
0
$0
 
Foundations :
16
$65
ERISA :
0
$0
Unions, Taft-Hartley :
0
$0
Public :
268
$10214.8
Others :
57
$2443.9
Total # of Professional : 2 Analysts : 3
Portfolio Managers : 9 Traders : 0
Client Service : 12 Operation : 4

Chandler Asset Management, Inc. Personnel

Ms.  Kay Chandler

President/CEO
Tel : 858-546-3737
Email: kay@chandlerasset.com
Kay Chandler is the president of Chandler Asset Management and founded the firm in 1988. Ms. Chandler is responsible for overseeing all aspects of the firm's investment process. She leads client service and communication and is focused on the strategic direction of the firm. Recognized for her expertise, she is frequently asked to speak on topics such as investment policy, portfolio management, and the risk characteristics of fixed income securities. † Ms. Chandler served as the Investment Officer for the County of San Diego from 1975 until 1983 and then in the same position for the City of San Diego from 1983 until 1985. As a Managing Director at Pacific Century Advisers from 1985 until 1988, she managed over $1 billion in fixed-income assets for institutional investors. She is a co-author of The California Public Fund Investment Primer, commissioned by the California State Treasurer and published in 2005. † Ms. Chandler received her B.A. from Oberlin College in 1970, and attended graduate school at San Diego State University. She is a member of the CFA Society of San Diego and holds the designation of Chartered Financial Analyst (CFA). † She is a member of the Board of Governors of the San Diego Foundation, and serves as a member of the Foundationís Investment Committee.

Mr.  Jayson Schmitt

Portfolio Manager
Tel : 858-546-3737
Email: jayson@chandlerasset.com
Jayson Schmitt is a senior vice president and portfolio manager at Chandler Asset Management. He has been instrumental in the development and integration of quantitative analytic tools for the portfolio management process. † Prior to joining Chandler Asset Management 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.

Mr.  Martin Cassell

President/CEO
Tel : 858-546-3737
Email: martin@chandlerasset.com
Martin Cassell is the chief executive and investment officer at Chandler Asset Management and is a principal of the firm. Mr. Cassell is responsible for defining, planning and directing company programs. He heads implementation of the firmís investment strategies and portfolio risk management. He designed the proprietary quantitative models that drive our investment process, establishing duration, structure and asset allocation throughout client portfolios. † Mr. Cassell joined Chandler Asset Management 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. † Mr. Cassell 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. He is also a member of the California Association of Joint Power Authorities (CAJPA) finance committee.

Mr.  Ted Piorkowski

Portfolio Manager
Tel : 858-546-3737
Email: ted@chandlerasset.com
Ted Piorkowski is a senior vice president and senior portfolio manager at Chandler Asset Management. In addition to his duties as a portfolio manager, he oversees daily trading and is responsible for implementing portfolio strategy. Mr. Piorkowski leads the Portfolio Management and Sector Committees. † Prior to joining Chandler Asset Management in 1999, Mr. Piorkowski served as a Vice President and Fund Manager for Sefton Capital Management. He was responsible for the management of over $300 million in both mutual fund vehicles and individually managed institutional portfolios. From 1988 through 1994, Mr. Piorkowski managed money market and enhanced money market funds for San Diego Trust and Savings Bank and its successor, San Diego Financial Capital Management. † Mr. Piorkowski earned both his B.A. and M.B.A. in finance from San Diego State University. He is a member of the CFA Society of San Diego and holds the designation of Chartered Financial Analyst.

Ms.  Nicole Dragoo

Operations/Administrators
Tel : 858-546-3737
Email: nicole@chandlerasset.com
Nicole Dragoo is the chief operating and compliance officer at Chandler Asset Management. Ms. Dragoo is responsible for regulatory compliance and legal matters and implements and oversees the firmís operational and administrative functions. She also directly oversees the investment operations department, which is responsible for maintaining data integrity, trade settlement, performance calculation, client reporting and portfolio accounting. † Prior to joining Chandler in 2001, she served as a trading associate on the institutional fixed income sales desk at Merrill Lynch. † Ms. Dragoo earned her B.A. from the University of San Diego in business economics and the J.D. from the University of San Diego School of Law. She is a member of the State Bar of California, the American Bar Association, the San Diego County Bar Association and the Southern California Compliance Group.

Ms.  Mia Corral

Vice President
Tel : 858-546-3737
Email: mia.corral@chandlerasset.com
Mia Corral is Vice President, Client Service. Ms. Corral is an active member of CSMFO, CMTA and GFOA. Her focus is on the development of client relationships and on client service. Ms. Corral joined Chandler Asset Management in 2004 and has more than 16 years of financial industry experience. Prior to joining Chandler, Ms. Corral was employed at Nicholas Applegate Capital Management for five years, as an Institutional Client Service Assistant, Then as an Assistant Marketing Manager for the Managed Accounts division of the firm, she worked on marketing initiatives, developing collateral material and product communication pieces. Ms. Corral earned her Bachelor of Arts degree in Speech Communication with an emphasis in business communications from San Diego State University.

Ms.  Shelly Henbest

Researcher/Analyst
Tel : 858-546-3737
Email: shelly.henbest@chandlerasset.com
Shelly Henbest joined Chandler Asset Management as a credit analyst in 2009. She is actively involved in analyzing and assessing the credit suitability of debt issuers and assisting portfolio managers in the portfolio management process. Ms. Henbest is a member of the firmís Credit Committee and is responsible for monitoring developments in the financial markets and providing fundamental economic and investment research. † Ms. Henbest brings more than 12 years of experience in equity research and financial analysis. Most recently, she was an associate analyst at Bear, Stearns & Co. Inc., focusing on the consumer/retail sector. Prior to joining Bear Stearns, Ms. Henbest was an equity research associate at C.L. King & Associates. She began her career at Ford Equity Research in San Diego as a quantitative equity analyst. Ms. Henbest was a three-year member of Institutional Investor magazine's "All-America Research Team,Ē and is a level 3 candidate in the CFA program. † Ms. Henbest earned her B.A. in business economics from the University of California, Santa Barbara.

Ms.  Jeannie Palmero

Client Contact
Tel : 858-546-3737
Email: jeannie.palmero@chandlerasset.com
Jeannie Palmero joined Chandler Asset Management in 2007 and currently serves as the firmís client service manager. In this role, she focuses on developing and maintaining client relationships. Ms. Palmero proactively schedules client meetings, supports the firmís marketing activities, and responds to client inquiries. Ms. Palmero liaisons with the portfolio management team and is responsible for producing and distributing product communication pieces and disseminating portfolio managementís market updates and economic commentaries. † Ms. Palmero has 18 years of client service experience in the financial services industry. Prior to joining Chandler Asset Management, she was employed with Nicholas Applegate Capital Management as a client service associate. She has also served as a financial consultant for Great Western Financial Securities. † Ms. Palmero is a graduate of the University of San Diego, with a B.B.A. in finance.

Mr.  Ned Connolly

Vice President
Tel : 858-546-3737
Email: ned.connolly@chandlerasset.com
Ned Connolly is senior vice president of client service. He oversees the firmís development of client relationships including the delivery of services related to the review and implementation of recommended practices. He works with public agencies in writing and revising investment policies, establishing proper transaction and safekeeping procedures, reviewing cash flow projections and providing investment education for finance staff. Mr. Connolly joined the firm in 2004. He has 29 years experience in the investment industry in the areas of institutional fixed-income investing and portfolio management. He is a member of the Government Finance Officers Associationís (GFOA) Treasury Investment Management Committee. He has spoken on a variety of investment topics before numerous regional and national organizations. He received his B.A. from Boston College and holds the designation of permanent Certified Cash Manager (CCM) through the Association for Financial Professionals.

Mr.  Andy Jeremi

Vice President
Tel : 858-546-3737
Email: andy.jeremi@chandlerasset.com
Andy Jeremi is a vice president of client service at Chandler Asset Management. Mr. Jeremi is responsible for developing client relationships primarily in Northern California, Oregon, and Washington. † Mr. Jeremi joined the firm in 2010 and has over 37 years experience in the financial services industry. Most recently, Mr. Jeremi worked as vice president and senior business development officer for institutional sales and asset management at Union Bank. His responsibilities included the sales of custody and corporate trust services to municipalities and the public sector. Prior to joining Union Bank of California in 1987, Mr. Jeremi spent 22 years in the corporate trust division of the Bank of America. † A graduate in business administration from the University of San Francisco, Mr. Jeremi also received a general certificate from the American Institute of Banking, and has lifetime teaching credentials in banking and finance. In addition, Mr. Jeremi has a COMPTIA A+ Certification and a California Department of Real Estate Brokers license. Mr. Jeremi is associated with many organizations such as the California Municipal Treasurers Association, the Society of Municipal Finance Officers, the Oregon Municipal Finance Officers Association, the Washington Municipal Treasurers Association, and the California County Treasurer's Association. † Mr. Jeremi is a decorated Vietnam veteran having received the Army Commendation Medal for meritorious service.

Mr.  Don Penner

Vice President
Tel : 858-546-3737
Email: don.penner@chandlerasset.com
Don Penner joined Chandler Asset Management in 2010 and is in charge of developing the firmís retail distribution strategy, as well as leveraging our past successes to expand our client base into other institutional spaces, including other managed account relationships and sub-advisory clients. Mr. Penner brings nine years of distribution experience in the financial services industry. Prior to joining Chandler Asset Management, he was employed with Charles Schwab as a director of national accounts. He has also held relationship management and national accounts positions with Managers Investment Group and Fremont Investment Advisors. Mr. Penner is a graduate of California State University, Chico, with a B.A. in communications. He holds the FINRA Series 6, 7, and 63 licenses.

Mr.  William Dennehy, II

Portfolio Manager
Tel : 858-546-3737
Email: william.dennehy@chandlerasset.com
Bill Dennehy recently joined Chandler Asset Management as a portfolio manager, responsible for implementing portfolio strategy and securities trading in client accounts. Prior to joining Chandler, Mr. Dennehy worked at Northern Trust Global Investments in Chicago, most recently as senior portfolio manager and vice president, with a wide range of responsibilities in asset allocation, quantitative and qualitative analysis. Mr. Dennehy earned his B.S. in Business Administration, option in finance, at California State University, Chico. He is a holds the designation of Chartered Financial Analyst.

Mr.  Jeannie Palmero

Marketing Associate
Tel : 858-546-3737
Email: Jeannie.Palmero@chandlerasset.com

Mrs.  Stacey Alderson

Client Contact
Tel : 720-907-0829
Email: database@chandlerasset.com

Chandler Asset Management, Inc. Product Name

Core Bond:Privately Managed Accounts
Limited Maturity:Privately Managed Accounts
Ultra Short Bond:Privately Managed Accounts
Short Term Bond:Privately Managed Accounts
Intermediate Bond:Privately Managed Accounts
1-10 Year Govt/Corp:Privately Managed Accounts
Short Term Bond SMA:Privately Managed Accounts
All Corporate:Privately Managed Accounts
Report Created: September,20 2020.  Copyright Money Manager Review , All rights Reserved.
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