Michael Ramos
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 […]
Devon Morris
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 […]
Joey Green
Joey Green joined Chandler in 2024. She supports the Chandler team in her role with various department responsibilities. including accounting and special events. Prior to joining Chandler, Joey worked in a customer service and training/development role at Nordstrom. Most recently, she held a role as a lease administrator in Commerical Real Estate where she specialized […]
Trang Nguyen
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 […]
Dipika Pandya
Dipika joined Chandler as a Human Resources Generalist in 2025. She is responsible for managing payroll, assisting with recruiting, and maintaining employee safety. She also has a lead role in managing Chandler’s culture through training, development, and employee relations. Before joining Chandler, Dipika was an HR generalist for Meals on Wheels San Diego County. Dipika […]
Claire Smith, JD
Claire Smith joined Chandler in 2025 as a Compliance Associate, supporting investment policy monitoring, trade compliance, and regulatory reporting, including FINRA-related responsibilities and internal compliance reviews. Claire has a multidisciplinary background in law, operations, and regulatory compliance. Prior to joining the financial services industry, she worked as an operations specialist at a biotech startup, focusing […]
Mitchell Booher
Mitchell joined Chandler as a Compliance Associate in 2024. He monitors compliance guidelines including client investment policies, reporting, and record retention. He also reviews marketing and advertising materials before they are distributed. He graduated from Boston University with a B.S. in Business Administration and Management in 2024, with concentrations in Finance and Business Analytics. While […]
Monica Stephens, IMC, BAIM
Joining Chandler in 2023, Monica Stephens is responsible for providing guidance on compliance matters, ensuring adherence to internal controls, monitoring the firm’s regulatory requirements, and executing compliance programs aligned with best practices and industry regulations governing investment advisory services. Having worked for Wealth and Investment Managers in both the US and UK, Monica has extensive […]
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 […]