Isabelle Arguelles
Isabelle Arguelles joined Chandler in 2026 as a Client Service Associate. She serves as a liaison between clients and the Chandler team, coordinating meetings, reports, and portal support while managing the client database. She previously worked as a Client Service Specialist at AlphaTrust Advisors, where she supported client transactions and communication. She holds a B.S. […]
Ally Tebbe
Ally Tebbe joined Chandler in November 2025 as an Operations Associate on the Investment Support Services team, supporting daily account reconciliation, trade processing and portfolio reporting. Ally previously interned in Sales and Trading at Barclays Investment Bank in New York City and in Advisory at KPMG in Boston. She earned her Bachelor of Science degree […]
Daniel Smith
Daniel Smith joined Chandler 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. 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 […]
Kristin Franco
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 […]
Stacey Alderson, CTP
Stacey Alderson joined Chandler Asset Management in 2014 as the 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 […]
Christian Fleming
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. […]
Jake Rees
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 […]
Alexa Martinez
Alexa joined Chandler in 2024. She serves as a liaison between the Client Services and Investment Operations teams and assists with vendor management. During her finance career, she has gained experience in financial advising, trading, data management and reporting services. She began in 2015 as a teller at Wells Fargo, progressing to a Brokerage Associate […]
Luz DeVries
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 […]
Wesley Swana
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 […]